Investment Guidelines
Type of Investments
- Prefer majority/control equity investments with flexibility to add debt or mezzanine
- Management buyout, change in the composition of a family business, or recapitalization
Industry Focus:
- Restaurants
- Manufacturing
- Financial Services
- Infrastructure
- Technology
- Healthcare
Size of investment:
- $4,000,000 to $6,000,000
- Strong relationships with other capital sources for larger commitments
Company Criteria:
- $1,000,000 – $5,000,000 in EBITDA
- Strategy aligned with industry trends or to reposition
- Significant Opportunity for growth where our relationship and experience can accelerate growth
Geography
- Midwest Focus
- Consider Investments anywhere in the US