iNVESTMENT CRITERIA

1
Strong Fundamentals

Businesses with durable demand, sound economics, and operational potential.

2
Aligned Leadership

Management teams committed to long-term success and accountability.

3
Thoughtful Growth

A disciplined approach to growth, investment, and operational improvement.

Investment Positions

  • Management Buy-Outs
  • Succession Planning and Transition
  • Growth equity
  • Acquisition Opportunities 
  • Recapitalizations
  • Corporate divestitures

Industry Focus

    • Niche Manufacturing
    • Job shop machining and value added services.
    • Outsourced Business Services
    • B2B Supply Chain
    • Value-added Distribution & Logistics
    • Hospitality

    Size & Geography

    • Revenues from $3 to $15 million
    • EBITDA, Cash Flow or Seller’s Discretionary
      Income minimum of 10%
    • Geography: U.S. with primary focus in Illinois, Wisconsin, Iowa, and Minnesota

    Let’s build something exceptional together.

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