We focus on family-owned, privately held, lower middle-market companies in the Midwest and throughout the continental United States. We seek to make long-term, control-equity acquisitions of founder/operator businesses entering a transitional stage of ownership and leadership.
Investment Criteria:
$10-$250 million
$2 -$25 million
$5-$50 million
Primary Industries:
We seek investment opportunities that will benefit from our expertise and fit our investment profile. We do not limit potential investments to any specific industry or situational criteria. We have deep expertise in the industrial, infrastructure and consumer sectors, with strong emphasis on manufacturing, distribution and service-oriented businesses
Additional areas of interest include: consumer products, packaging, food and beverage, business services, chemicals, equipment rental, dealerships, automotive, agriculture, transportation, aerospace & defense, building products and specialty metals.
Business Attributes:
We look for mature businesses with strong free cash flow, organic growth opportunities, and potential for add-on acquisitions.
We seek niche companies with a strong market position, an attractive customer value proposition and low customer concentration.
We look to invest in companies that have a strong culture and share our values of hard work, integrity and high performance.
Situational Attributes:
Simply stated, we help owners who want to monetize their investments by engaging a partner that will advance their corporate legacy.
We are comfortable investing in situations that precipitate a management transition. We have a long history of thoughtfully managing leadership transitions for control-equity investments as owners seek new opportunities.