Business services

Business Models & Sub-Sectors

  • Facilities and support services
  • Testing, inspection and certification
  • Insurance distribution and services
  • Business process outsourcing / Contract manufacturing

Themes or Characteristics

  • Recurring revenue, predictable demand
  • Specialty / niche focus providing proprietary services / products
  • Emphasis on safety, security, and non-discretionary purchases
  • Enhanced cost benefit to customers and / or conversion of fixed costs to variable
  • Outsourcing gaining share of market
  • Vendor consolidation

What we do not invest in

  • Pure software / SaaS businesses
  • Professional services