MISSION STATEMENT: To invest time, talent and capital with small and middle market enterprises through the commitment of trusted relationships, experience and flexible capital in the form of subordinated debt and private equity.  By offering access to capital solutions, our fund will embody our core strategy of fostering growth and building wealth for our portfolio companies and our investors.

VISION STATEMENT: Our vision is to be a leading source of flexible capital for small and middle market businesses by creating value for our customers, investors, employees and our community.

CORE VALUES:

  1. Integrity – earned by acting responsibly, timely, doing the right thing and treating people fairly and with respect.
  2. Teamwork – working together as employees, partners, investors and customers to achieve success and growth.
  3. Winning – foster and embrace win-win scenarios, reacting quickly and being flexible and responsive to the needs of our markets.
  4. Innovation – performing with creativity and flexibility and maximizing efficiencies through technology and change.
  5. Respect – keeping a good reputation, adherence to compliance and regulations and understanding the responsibilities to our investors and clients.

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