Four Verticals. One Thesis.
We target durable, cash-generating businesses that operate in markets with structural tailwinds.
🛒
E-Commerce
DTC brands and marketplace sellers with repeat purchase rates, owned SKUs, and defensible supply chains. Preferably $1M+ TTM EBITDA.
Ecom / DTC
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AI / SaaS
Vertical software and AI tooling with recurring revenue, negative churn potential, and a sticky user base in infrastructure or ops workflows.
AI-SaaS
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Manufactured Home Dealerships
MH retailers in land-constrained markets. Low overhead, financing partnerships, and inventory velocity make these high-return operations.
MH Dealer
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Data Center Infrastructure
Edge colocation, power infrastructure services, and hyperscale support businesses benefiting from AI buildout demand through 2030.
Data Center