Approach
Market Opportunity
The Need for a Purpose-Built Partner
1.
Business Opportunity
Many owner-led businesses are fundamentally attractive, yet are often too small for traditional institutional investors to support effectively.
2.
Ownership Transition
At the same time, many founders and families are approaching important transition points after decades of ownership, yet have limited options for liquidity and long-term partnership.
Three Valleys Capital was created to support both the business and the people behind it through the next phase of growth.
INVESTMENT CRITERIA
TVC partners with extraordinary businesses at inflection points where our operational expertise alters trajectories. We have significant flexibility in how we structure our partnerships and invest alongside founders, families, executives, family offices and private equity firms.
A Highly Flexible Mandate
Geography
- United States
- Canada
Transaction Types
- Entrepreneur & Family Transitions
- Executive-led Opportunities
- Carveouts & Divestitures
- Rollups
- Partial Liquidity Events
Ownership Approach
- Majority
- Engaged Minority
Partner Types
- Entrepreneurs & Families
- Operators
- Corporates
- Sponsors & Family Offices
Focus Industries
Given our business ownership heritage in the real economy, we focus our efforts on the industries we know best: Services, Healthcare and Specialty Industrials.
We invest in essential service businesses that support critical infrastructure and day-to-day operations. We prioritize recurring demand and opportunities to scale through improved commercial execution, technological enablement and geographic expansion.
Services
Sub-sectors of interest include:
- Consumer
- Distribution & Logistics
- Environmental & Waste
- Facilities & Property
- Human Capital
- Industrial
- IT
- Professional & Financial
- Testing, Inspection, Certification & Compliance (TICC)
We focus on healthcare businesses operating in high-stakes clinical, provider and life sciences environments where reliability, embedded workflows and technical expertise are essential.
Healthcare
Sub-sectors of interest include:
- HCIT
- MedTech
- Pharma Services
- Select HC Services
- Tools & Diagnostics
We are drawn to specialty industrial businesses with differentiated technical capabilities serving demanding operating environments where quality, precision and reliability matter deeply.
Specialty Industrials
Sub-sectors of interest include:
- Aerospace & Defense
- Building Products
- Engineered Products
- Industrial Technology
- Machinery & Equipment
- Packaging
- Specialty Distribution
- Specialty Materials
Business Attributes
Multiple Ways to Win
Enduring value is created through a combination of differentiated businesses, strong leadership and sustained execution over time. Rather than relying primarily on leverage, we help businesses expand their capabilities, strengthen their operations and capitalize on multiple growth avenues.
We are drawn to businesses with the following characteristics:
Aligned Partners
Owners who are supportive of the business’ next phase of growth, whether they remain actively involved or transition day-to-day leadership.
Durable Markets
Resilient industries with mission-critical offerings, fragmented competition and favorable secular trends.
Established Foundations
Differentiated products, strong customer relationships and attractive unit economics.
Multiple Growth Vectors
New offerings and customer types, commercial execution, efficiency gains and strategic M&A.