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.

1

Introduction

We learn about your business in a confidential, no-obligation conversation.

2

Evaluation

Our team assesses fit across multiple dimensions.

3

Conditional Offer

You receive a conditional offer within two weeks.

~2 weeks
4

Due Diligence

Thorough review with full transparency on both sides.

5

Completion

We finalise the acquisition and begin the transition.

6

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.