Thesis. Exploration.
Breakthrough.

We employ a theme-based approach to
identify uniquely differentiated businesses
in durable growth markets.

Industry First >

We are an operationally-
focused team of
entrepreneurs, managers,
and finance experts.

Operational Approach >

200 years of collective experience
360 degrees of vision

A team of trusted advisors with
strong values and a proven track record

The Team >

Two differentiated funds, each supporting dynamic businesses that are the innovators of their industry.

Funds & Portfolio >

Our mission is to partner with world class managers and investors

to build market leading businesses while being responsible stewards of the communities in which we invest.

About Us >

Bringing energy and
passion to the community

Working with philanthropic organizations
in the Charlotte area and nationwide

Philanthropy >