Industry Expertise

Industry knowledge honed through years of investing.

Our confidence comes from investing only in areas we know and leveraging a quarter century of experience helping management teams through market shifts, technology changes, competitive pressures and rapid globalization. Here are the industries we know best:


  • PreK-12 Products, Technology & Services.
  • Higher-Ed Products, Technology & Services.
  • Online Content, Assessment & Software.

Tech-Enabled Services

  • Information Services, Data & Analytics.
  • Financial Technology & Services.
  • SaaS, Internet & Marketing Service.


  • Medical Technology & Products.
  • Specialty Pharmaceuticals.
  • Healthcare Services.

Industrial Technology

  • Niche, Disruptive Technologies.
  • Specialty Electronics & Sensors.
  • Environmental & Energy Products.