Investment Philosophy

Operator Perspective. Disciplined Investing. Meaningful Value Creation.

Derek approaches investing through the lens of an entrepreneur and operator. Having built, scaled, acquired, and successfully exited businesses, he focuses on opportunities where experience, sound judgment, and strong leadership can create meaningful value. His investment philosophy emphasizes disciplined decision-making, alignment with management teams, and a commitment to helping organizations achieve their full potential.

01 · Understand

Invest where operating experience provides a genuine edge in judgment.

02 · Build

Seek opportunities where operational excellence and strategic growth can unlock lasting value.

03 · Steward

Support leadership teams and governance structures that strengthen businesses for the future.

Areas of Interest

Where the judgment travels

Healthcare

Behavioral health, pediatric and special-needs services — the sectors Derek has built and led.

Real Estate

Income-producing and strategically selected real estate investments aligned with operational expertise and value creation.

Operating Businesses

Founder-led businesses, franchises, and operating companies with strong leadership teams, sound fundamentals, and opportunities for meaningful value creation.

Strategic Partnerships

Capital paired with operating help, governance, and integration experience.

Emerging Opportunities

Selective opportunities where leadership, market dynamics, and investment thesis align.

Approach over portfolio — judgment is the asset.

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