We believe only a handful companies can last for generations.

Our sole purpose is to tech-enabled them into the leaders of tomorrow.

Who we are…

Great companies are built by owners for whom their company is deeply connected to their identity — it’s their life’s project.

And today, thousands of owner-run service companies ensure energy, water, and data flow unencumbered. They are our infrastructure’s unsung heroes, solving problems every day for those who rely on them.

But when these visionary owners want to pass the torch or grow, conventional capital doesn’t care; it cuts costs, strips the culture, and optimizes for the spreadsheet. We think differently.

Our goal is to give those businesses a home that protects what makes them special, their people, culture, and customers. Then future-proof them with technology, capability-building, and full-time operators to help them grow.

We're not interested in quick wins. We invest in decades and act with conviction. Because our lives depend on you.

— Charlie Gascon, Managing Director

Experienced operators accelerating growth through AI.

Who founded, built, scaled and lead global industrial services, and technology companies

  • Charlie Gascon

    3x CEO: Ocean Corporation, Spoil Software, Power & Infra Solutions

  • Noah Riner

    2x CEO: NeuroInternational Healthcare and Partner at SFP

  • Alexander Schuil

    3x CEO: Briscoe Protective, World Wide Security and Vision Monitoring Services

  • Rob Cherun

    2x CEO. Stealth Monitoring and Legate Partners

  • Jay Davis

    2x CEO: Vector Disease Acquisition and Nashton Company

  • Will Thorndike

    1x CEO: Housatonic Private Equity

  • Kent Weaver

    2x CEO: Northern California Home Health Care Company and Granite Partners

  • Brad Brown

    Sr. Partner McKinsey & Company Data& Analytics practice

  • Mitch Cohen

    2x CEO: Chairman of Trilogy Search Partners and Managing Director of Hellman & Friedman

  • Kevin Oxendine

    3x CEO: Wistia, Havit Consulting and Partner at Pacific Lake Partners

  • Richard Venn

    Chairman of CIBC Investment Banking

Meet the Team

Concentrated, thesis-driven investing.

You cannot build anything great without focus.

We focus on partnering with businesses we can digitize and grow alongside as their day-to-day operators over the long term.

This is why we focus on a very narrow set of profitable mid-market industrial, services, and technology companies. We invest where we have deep experience and thoroughly research companies that fit our thesis, maximizing our value to them.

Partnership Model

Energy Services

Water Services

Software & Trading Tools

Waste Services

Sectors Focused

Mission-critical services to industries facilitating the exchange and delivery of energy, water, waste and data.

Typically between $5-20M in ARR or $5-15M in operating profits.

Leading with Integrity

We will always be transparent with our intentions and thoughtful in understanding your needs.

We promise a valuation in days and a closing within weeks.

Working with Owners

We focus on market recapitalization and buyouts, holding 80%+ of the equity as your primary capital.

If we are a good fit for you, we want you to shape your ideal involvement post-close.

“An organization is like a party. You only want to invite people that bring the vibe up”

- Brad Jacobs, CEO of 7 Multi-Billions dollars public companies

A future-proof, permanent home.

We bring large-scale software infrastructure to help promising companies and their teams achieve a significant long-term impact. Committing to protect its culture and team for decades to come.

Learn More

  • PE, Growth Equity, and SaaS Rollups are share-renters who flip and aggregate businesses to benefit their own economics, often at the expense of your business's long-term health.

    Not us. We focus on permanent capital appreciation via long-term growth in companies. We hold investments over decades and prioritizing true value growth vs. exit arbitrate.

  • Innovation is the outcome of the right strategy, processes, and culture—and our rigorous framework encompasses it all. The GoFWD Business System brings our innovation strategy, organization, talent, and culture to life. Our system of continuous improvement and the unique culture we bring to a company is what makes it all work.

  • Our team has scaled hundreds of industrial technology companies over the past three decades. From being founders with 1 employee to leading global Fortune 500, building managerial capabilities at scale is what we know.

    We bring access to a global network of top-tier executives while building up your team into future industry leaders with best-in-class capability-building programs.