Our investment process involves adding value at each stage of the investment process which we have refined for over forty years

Identify businesses with unrealized potential
To find the true potential of any business, one needs to look well beyond the raw numbers presented in financial statements. We pride ourselves on developing a very thorough understanding of each business. This enables us to understand where each business's opportunities lie, and determine whether our team's skill set is appropriate to help the business achieve these opportunities.

Partner with entrepreneurial management teams
We view ourselves as enablers for entrepreneurial managers who have two key attributes: a passion for their business and the ability to realize their vision. These entrepreneurial teams have passion and believe in their business. They consistently find new and better approaches in any industry or market cycle and abhor complacency. These teams have not necessarily been through every possible business situation, but they have the capacity to adapt, learn, and excel in climates of uncertainty.

Value Added Approach
While commonalities exist between businesses and industries, there is no magic bullet to consistently achieving superior results. Our success has come from rolling up our sleeves and closely working with management teams to develop and execute appropriate and achievable strategies which create shareholder value. Our operational expertise enables us to truly understand the challenges that managers encounter, and as such, we can provide worthwhile advice and insight which managers value rather than uninformed observations.

Personal Commitment
Union Capital's principals invest a significant amount of their own capital in each business. This gives us a personal commitment to the success of each management team and portfolio company.