Private Equity

Ownership with
intent.

We partner with businesses where strategic clarity, operational improvement and aligned ownership can create durable enterprise value.

First American
Monily Funds

Investment philosophy

The best ownership capital is active, patient and accountable.

Our private equity approach begins with business quality and the durability of the value proposition. We then assess how governance, talent, operating discipline, strategic investment and selective technology adoption can widen the path to long-term growth.

Our investment lens

What we look for.

01Business quality

Enduring relevance

Products, services or platforms with clear customer value and defensible market positions.

02Value creation

Practical levers

A focused plan across growth, operations, capital allocation, technology and talent.

03Alignment

Shared ownership

Structures designed to align investors, management teams and employees around the outcome.

Capabilities

A focused set of strategies.

Mandates are evaluated case by case and remain subject to market conditions, investment criteria and applicable legal or regulatory requirements.

Traditional Private Equity

Control-oriented investments in established businesses with opportunities for operational improvement and strategic growth.

Core Ownership

Longer-duration capital for high-quality companies with durable cash flows and opportunities to compound value.

Growth & Technology

Capital for businesses with proven models, expanding markets and disciplined paths to scale.

Special Situations

Bespoke ownership solutions where complexity, transition or dislocation creates an attractive entry point.

“We look for more than a good company. We look for the conditions that can make a good company meaningfully better.”

First American Monily Funds · Investment perspective

Ownership withintent.