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A disciplined playbook for building enduring businesses.

Twenty-five-plus years of investment expertise paired with hands-on operational leadership, applied to lower middle-market essential services companies at pivotal stages of growth.

Strategy

Our Strategy

We bring a thesis-driven focus to identifying and backing essential services companies that stand out for their differentiated positioning and proven teams — and that are at pivotal stages of growth.

We work alongside families, founders, and management teams to accelerate growth, drive competitive strength, and build operationally excellent organizations.

We believe it is our lived experiences, deep sector expertise, and long-standing networks that give us the credibility to build authentic partnerships and the trust to deliver results.

Healthcare services partnership

At Mako, we work alongside founders and management teams to build enduring businesses that create lasting value.

The Mako Playbook

P.R.O.O.F.

At Mako, we have developed our own operating playbook based on lived experiences leading and transforming emerging to Fortune 500 businesses. Our founding team has been in the C-suite and works alongside management to set strategic goals, develop financial tools, optimize operations, and build teams and cultures.

P

Path to Growth

Define strategic priorities, evaluate expansion opportunities, and build world-class management teams.

R

Revenue Acceleration

Activate organic growth through customer retention, lead generation, and wallet share expansion.

O

Operational Efficiency

Institutionalize processes, systems, and operating cadence to improve margins and scalability.

O

Organizational Excellence

Build the team, culture, and governance required to scale into an institutional-quality business.

F

Financing Optimization

Optimize the capital structure to fund growth and protect downside without over-reliance on leverage.

Sectors of Focus

Where We Invest

We focus on services sectors where we have deep expertise and conviction — targeting markets with structural tailwinds, recession-resilient demand, strong growth, and fragmentation ripe for consolidation.

This focus drives our three core verticals: Healthcare Services, Financial Services, and Essential Services.

Healthcare Services

Essential, recurring care services with structural demand drivers.

Financial Services

Regulated, recurring, non-discretionary consumer-facing platforms with consolidation potential.

Essential Services

Local, essential services with stable demand and recurring revenue with consolidation potential.

Investment Criteria

What We Look For

Target EBITDA

$5M–$25M
Lower middle-market businesses with proven cash flow

Equity Check

$20M–$50M
Equity capital per investment

Deal Attributes

  • Owners looking to step back from the business
  • Partnerships with existing management teams
  • Acquisitions to grow the platform
  • Combining smaller companies into one larger business
  • Spin-offs from larger parent companies
  • Market-leading businesses with room to grow