We invest in market-leading companies with strong market share, a key determinant of the stability, defensibility and predictability of cash flow.
We target companies in industries demonstrating sufficient long-term demand trends.
We work actively with proven managers and typically require senior management teams to make a personally meaningful equity investment alongside us and our investors. We believe that this serves to align the interests of management, investors, and American Securities.
We believe that conservatively capitalizing companies mitigates the impact of potential economic or industry cycles and facilitates the generation of free cash flow for debt retirements, re-deployment toward expansion opportunities or return of capital.