The small business market is fundamentally underserved and presents a significant opportunity.

Small businesses are... driving the economy

Small businesses contribute to local economies by bringing growth, innovation and job opportunities to their communities.


Of U.S. businesses are small businesses


Small business employees in the U.S.

Source: JP Morgan Chase & Co, SBA Office of Advocacy

Small businesses are... entrepreneurial and innovative

Small businesses are managed and run by people who invest thoughtfully in appropriate employee training with alignment and purpose for all stakeholders.


Of all U.S. businesses are entrepreneurial or family-owned


Of small businesses provide training and apprentice programs

Source: JP Morgan Chase & Co,

Small businesses are... stable and crisis proof

Small businesses can be flexible through crises and are the main source of job creation through economic cycles.


Jobs created by small businesses annually


Of net new private sector jobs

Source: SBA Office of Advocacy

Small businesses are... geographically diverse

Small businesses are the largest sources of employment in every single state.


Small businesses located all across the U.S.


Of all U.S. private sector jobs are in small businesses

Source: SBA Office of Advocacy

Small businesses are... overlooked

Small businesses have terrific alignment with their managers as they are family owned or entrepreneurially run, and yet they remain underserved and difficult for investors to access.


of all U.S. businesses are small businesses


Of private capital focuses on small businesses

Source: U.S. Census Office

Small businesses have... less access to capital

Small businesses find it harder to finance growth initiatives as regulations made it more onerous for U.S. banks to make loans and ongoing consolidation have reduced the number of U.S. banks.


Decline in the number of banks since the 1980’s


Decline in the number of banks since the Great 2008 Recession

Source: Federal Reserve Bank of St. Louis

Small businesses have a number of compelling characteristics that make them attractive investments. We're connecting the dots to maximize their potential.

  • Access to Capital
  • Regional Networks
  • Away from Money Centers
  • Entrepreneurial Spirit
  • Sustainable Businesses
  • Proprietary Deal Flow
  • Innovation Driven
  • Family Businesses
  • Integrated in Communities

Learn about our unique investment platform that drives growth and seeks strong returns.

What we do

See some of the companies we’ve invested in that are moving our economy forward.

Our portfolio