Operational investments
in companies at an inflection point.
We see value where there is a path forward
Rapid growth, financial distress, changes in control, and evolving markets can obscure value and create operational challenges. We’ve been there.
As operators, we specialize in navigating through times of change and disruption. Each investment we make is a bet on the company, the context, and our own involvement.
Our name draws inspiration from those migratory birds who instinctively fly in a formation that ensures clear direction, collaboration, and efficiency.
What we look for:
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Path to at least $2mm of free cash flow and double digit profit margins
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Change of control (e.g., buyout, succession plan, carve- or spin-out)
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Opportunity to create value through operational improvement, technology adoption, or acquisitions
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Preferred industries: business services, fintech, data, vertical software