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Strategy

Seeking Deeply Embedded Platforms Powering Our Digital World

Our Philosophy

How We Invest

We focus on three digital technology-related industry sectors comprising a robust addressable investment arena.

Cloud

Supporting cloud and computing solutions that power the digital economy
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Connectivity

Enabling modern communications through the network ecosystem, content access and delivery
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Technology Services

Delivering critical IT business functions and services
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Investment Focus

Value Creation

We aim to operate a repeatable and extensible formula focused on driving profitable growth.

Partner With Sector Leading Management

Deepen Identified Moats

Unleash Organic Growth

Leverage M&A As Core Strategic Lever

Build Operating Leverage

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Our Core Values

Who We Are

We believe at the heart of our investing advantage is a firm culture focused on humility, diversity, and service to stakeholders.

Passionate

We care, and it shows in the energy and commitment we bring to our investors, colleagues, and companies as we partner to achieve their growth ambitions.

Tenacious

We know that hustle and creativity can make the difference.

Open

We seek to be both forthright and gracious. We are inclusive listeners and learners and intentionally cultivate diversity of thought and perspective.

Dependable

We operate with integrity. We strive to follow through and do things the right way, every time.

Growing

We are curious and humble in our desire to continuously improve – getting better, faster, stronger in service to our stakeholders.
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Work With Us

We welcome the opportunity to meet, dialogue, and partner in pursuit of value creation for companies and investors.
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