Title
Type
Author
Date

The Founder Succession Decade

How demographic and tax pressures are reshaping the universe of mid-sized businesses available for institutional ownership.

Sector Brief
H. Whitford
July 2025

European Industrial Carve-Outs: A Field Note

Lessons from three transactions completed across France, Germany, and the United Kingdom over the past eighteen months.

Field Note
A. Okoye, M. Tovell
May 2025

Patient Capital in an Impatient Market

Reflections on continuation vehicles as a tool for long-duration ownership rather than a liquidity workaround.

Letter
H. Whitford, S. Khouri
March 2025

The Operator-Investor: A Defense

Why we believe diligence performed by operators meaningfully outperforms diligence performed by professional underwriters.

Essay
D. Renick
January 2025

Specialty Care in a Value-Based World

Building multi-site platforms in physician specialties where economic alignment with payors is still under construction.

White Paper
J. Marsden
November 2024

Annual Letter to Limited Partners, 2024

A review of the year, the markets, and the businesses we are most proud to be associated with.

Annual Letter
H. Whitford
December 2024