How We Invest
A disciplined approach to identifying and growing essential service businesses with enduring competitive advantages.
The Triple Lock Framework
We look for businesses with physical work requirements, trust-based relationships, and regulatory barriers. When all three are present, the business has deep, structural protection against disruption.
Physical
The work requires human hands in unpredictable environments. These are not tasks that can be automated or offshored — they demand skilled tradespeople on site.
Trust
The customer needs human accountability for safety or liability. When fire systems, lifts, or electrical work are involved, people need to trust the person doing the job.
Regulatory
Government mandates human involvement or certification. Licensed professionals, mandatory inspections, and compliance requirements create enduring barriers to disruption.
Technology that makes operations more efficient — without replacing the skilled people who do the work.
Scheduling & Dispatch
Intelligent job scheduling and technician dispatch that reduces downtime and improves response times.
Quoting & Invoicing
Automated quoting workflows and invoice generation that accelerate cash flow.
Compliance Documentation
Automated compliance record-keeping and reporting that ensures nothing falls through the cracks.
Customer Communication
Automated appointment reminders, service updates, and follow-ups that improve customer satisfaction.
Route Optimisation
Smart route planning for field service teams that reduces travel time and fuel costs.
Performance Reporting
Real-time dashboards and operational analytics that make business performance visible and actionable.
Our Acquisition Process
From first conversation to completion, our process is designed for speed and transparency. We aim to provide a conditional offer within two weeks.
Introduction
We learn about your business in a confidential, no-obligation conversation.
Evaluation
Our team assesses fit across multiple dimensions.
Conditional Offer
You receive a conditional offer within two weeks.
~2 weeksDue Diligence
Thorough review with full transparency on both sides.
Completion
We finalise the acquisition and begin the transition.
Integration
Your business gains access to our technology and operational support.
Introduction
We learn about your business in a confidential, no-obligation conversation.
Evaluation
Our team assesses fit across multiple dimensions.
Conditional Offer
You receive a conditional offer within two weeks.
~2 weeksDue Diligence
Thorough review with full transparency on both sides.
Completion
We finalise the acquisition and begin the transition.
Integration
Your business gains access to our technology and operational support.
Past performance is not indicative of future results. Every business and market situation is unique. The information on this page is for general information purposes only and does not constitute financial advice.
Interested in Our Approach?
Whether you're a business owner exploring succession options or an investor, we'd welcome a conversation.