Investment Portfolio
The Value of Management
No matter the company, we believe management makes all the difference.
Our primary motivation in investing is to create value. For us, the key to creating value with our investments is a strong management team with industry-specific operating experience. However, we will consider working with start-ups, management buyouts, and various other entities in situations where we can see such management is already in place.
Current Investments
Dobbs Family Automotive is a platform investment portfolio of franchise automobile dealerships. The Dobbs Family has a rich history in the automobile industry dating back to the 1920s. Three generations of Dobbs family members have been involved with various domestic and import automobile manufacturers, including Ford, Honda, Toyota, Lexus, and others throughout the United States. Our current dealerships include:
Finishing Innovations, LLC is the market leader in the orthopedic medical device and instrument industry, specializing in medical instrument finishing, chrome plating, anodization, vacuum heat treatment, inspection, and packaging.
The Universal Group, LLC supplies leaf springs and related suspension components to original equipment manufacturers, axle manufacturers, and to the automotive and heavy-duty truck replacement market throughout North America. Universal is a dynamic organization which has made enormous strides during the last 25 years, adding new and innovative products and increasing its sphere of marketing influence. The Universal Group, LLC continues to lead in customer service, product development, and cost-effectiveness in each market it serves.
DRC Collision specializes in commercial collision repair offering comprehensive services including dent repair, automotive paint, frame repair, aluminum repair, plastic repair, and glass repair for all makes and models including medium duty fleet vehicles.
Bonneville Equipment Company, established 25 years ago, is the largest Kubota dealer in the West.
Bonneville Equipment Company offers sales, commercial rentals, parts sales, and certified service. Their team of experienced staff is dedicated to customer satisfaction and has earned Kubota’s Elite and Service Certified status for eight consecutive years. In 2014, they opened a second store in Springville, Utah, which has since grown and will soon move to a new, 11,000-square-foot dealership.
Past Investments
Alliance Veterinary Centers, LLC is a veterinary-owned-and-operated family of animal hospitals from the greater Washington D.C. area to the Philadelphia metropolitan region. Alliance is a growth-focused network of veterinary hospitals who believes the success of each individual practice benefits the entire network.
Premier Distributing Company is an Anheuser-Busch distributor with six locations covering the majority of New Mexico.
