Our Strategy

We prioritize enduring value creation
and have the flexibility to pursue it.

The Braemont philosophy and strategy are grounded in our partners' relationships and experience investing alongside families and founder/entrepreneurs.

Flexible Approach + Enduring Value

Invest to Build

We seek to generate superior outcomes through entrepreneurial business-building initiatives. Our capital base provides us the flexibility to create unique investment structures that prioritize sustainable company growth.

We strive to identify and cultivate ACTIONABLE OPPORTUNITIES and invest when our platform will create DISTINCT ADVANTAGES.

Company Profile

  • Recurring or Re-Occurring Revenues
  • Strong and Stable Margins
  • High Free Cash Flow Conversion and/or Attractive ROIC

Transaction Profile

  • $25M to $200M Equity Check Upfront or Invested Over Time
  • Control or Significant Minority Governance
  • North America Geographic Focus

CURRENT FOCUS AREAS

Insurance & Financial Services

  • Specialty Insurance Distribution
  • Captive Management & Services
  • Asset Management & Investment Services
  • Insurance Claims & Fraud Prevention Solutions
  • Legal & Compliance Services
  • Retirement & Benefits Solutions

Commercial & Infrastructure Services

  • Critical Facility Services
  • Digital Infrastructure Services
  • Environmental & Safety Solutions
  • Equipment & Automation Services
  • Specialized Infrastructure Services
  • Specialty Distribution, Supply Chain & Route Services

Tech-Enabled Business Services

  • Compliance & Risk Management
  • Data & Analytics
  • Managed IT Services
  • Sales & Marketing Services
  • Specialized Business Process Outsourcing
  • Vertical SaaS
  • Workforce Solutions
Shopping Basket