Our Approach

We are a private equity firm focused on investing in technology services businesses with a thematic and operationally-oriented strategy. We believe businesses in our sector bridge a critical gap between the most innovative technologies and enterprise customers.

Approach
We take a thematic and operational approach to invest in services business built around innovative technologies and solutions.

THEMATIC FOCUS AREA

AI Services

01Data analytics and engineering
02Agentic AI Services
03AI Native Product Engineering

THEMATIC FOCUS AREA

Cyber

01Cyber Advisory
02Governance Risk and Compliance
03Managed Security Services
04Identity & Access Management

THEMATIC FOCUS AREA

Services as Software

01Healthcare
02Marketing
03Financial Services
04Legal
05Revenue Operations

THEMATIC FOCUS AREA

Digital Infrastructure

01Data Center Services
02Built Environment Services
03Communications Infrastructure Services
04IT Solutions
We take a thematic and operational approach to invest in services business built around innovative technologies and solutions.
AI Services
3 AREAS
  • Data analytics and engineering
  • Agentic AI Services
  • AI Native Product Engineering
Cyber
4 AREAS
  • Cyber Advisory
  • Governance Risk and Compliance
  • Managed Security Services
  • Identity & Access Management
Services as Software
5 AREAS
  • Healthcare
  • Marketing
  • Financial Services
  • Legal
  • Revenue Operations
Digital Infrastructure
4 AREAS
  • Data Center Services
  • Built Environment Services
  • Communications Infrastructure Services
  • IT Solutions

We take a structured approach to value creation that is tailored specifically to technology services businesses. Given the operational experience of many of our professionals, we are able to actively engage with portfolio companies from early stage through IPO and beyond.

We generally organize our value creation activities across five disciplines:

  • Strategy

    Approach
  • Go to market

    Approach
  • Delivery

    Approach
  • Operations

    Approach
  • Strategic M&A

    Approach

We make equity investments of $50 - $250 million and prioritize thematically-driven opportunities where shareholders are seeking a value-added partner.

While we primarily make control investments, we have the flexibility to make minority investments in certain situations. Our key investment criteria generally include:

With portfolio company operations across 6 continents and 19 countries, we believe that we benefit from global capabilities and perspectives. We believe that technology services businesses in particular can be a powerful creator of high-quality jobs in communities worldwide. ¹

View our 2024 impact report View our 2023 impact report