• Niche Investment Strategy – Lower Middle Market Focus

  • Revenues of $10 to $200 Million

  • Coordinated efforts with company management

  • Lead or co-lead investor

  • Active in companies’ operations, including organizational management, finance, marketing, product development, cost containment and strategy

  • Target Midwest Companies

  • Innovative products capable of improving efficiencies with new equipment

  • Fund I Portfolio companies located in Illinois , Ohio, and Minnesota

  • Growth Opportunities:

New Market growth
Product line expansion
Increased distribution
New customers
Improved efficiency and continuing under Creative Deal Structuring

  • Industry Preferences:

Consumer Products and Services
Business Services

  • Creative Deal Structuring

  • We work with families, management and ownership to craft transactions that achieve all parties' key objectives

  • We will tackle underperforming and distressed situations where line-of-sight to profitability can be determined. 

  • Stable Team Dynamics

  • Principals have worked together for over 15 years.

  • Firm brings various resources to assist management in achieving objectives


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