MH
Margaret Hale
Managing Partner
Two decades in lower middle-market buyouts; previously led 14 platform acquisitions across industrial services.
Operators and investors who have done this before.
For a first-time fund, the team is the track record. Ours pairs two decades of lower middle-market dealmaking with hands-on operating experience.
DO
David Osei
Partner, Investments
Former operator-turned-investor focused on healthcare services roll-ups and value creation.
LB
Lena Brandt
Partner, Operations
Builds the post-close playbook — pricing, procurement, and management upgrades.
SW
Sam Whitfield
CFO & Chief Compliance Officer
Runs fund finance, LP reporting, and the compliance program (Reg D, AML, ADV).