The firm targets investments in North America in three sectors: technology-enabled services, industrial technology, and education services. Within technology-enabled services, it invests in a range of business services with integrated technology, from marketing platforms to data management. In industrial technology, it invests in specialty electronic products, aerospace and defense, and environmental services. In education services, it invests in early childhood, K-12, and higher education operators, products, and technology. The firm invests between $15 million and $75 million in equity of companies with revenues between $10 million and $100 million, target EBITDA between $3 million and $20 million, and growth of at least 10 percent per year.