Private Equity Investment Strategy
Established, small middle-market companies
Businesses in which we have past experience
Partner with owner/managers
Control or non-control equity investments
Support control sponsors
Create equity value from operating leverage and earnings growth
Draw upon Advisory Partnership Executives experience and expertise
Investing in businesses for the medium-term with established return on invested capital goals
Western United States emphasis

Investment Priorities
Growth potential balanced with prudent risk management
Supportive demographic, technology development or other secular trends
Partner with high-quality investors and existing management teams
Appropriate liquity and risk adjusted returns through capital gains over the medium-term or           consistent cash returns from interest and dividends until capital gains realized over the long-term