Investment Criteria
96 Investments Across the United States
46 Investments*
Illinois: 9 Investments
Indiana: 3 Investments
Iowa: 1 Investment
Michigan: 4 Investments
Minnesota: 2 Investment
Missouri: 1 Investment
Nebraska: 2 Investments
Ohio: 3 Investments
South Dakota: 2 Investments
Wisconsin: 19 Investments
*Excludes one investment in Winnipeg, Canada
11 Investments
California: 5 Investments
Colorado: 2 Investments
Washington: 2 Investment
Wyoming: 2 Investment
28 Investments
Alabama: 1 Investment
Florida: 1 Investment
Georgia: 2 Investments
Kentucky: 1 Investment
Louisiana: 1 Investment
Maryland: 2 Investments
Mississippi: 1 Investments
North Carolina: 3 Investments
Oklahoma: 2 Investment
South Carolina: 1 Investment
Tennessee: 1 Investment
Texas: 10 Investments
Virginia: 1 Investments
11 Investments
Massachusetts: 2 Investments
New Jersey: 2 Investments
New York: 3 Investments
Pennsylvania: 3 Investments
Vermont: 1 Investment
Management Buyouts, Recapitalizations, Acquisition Financings, Shareholder Liquidity Events, Growth Financings and ESOPS.
At least $15 million
Manufacturing and service businesses across a variety of industries
Revenue of at least $20 million
EBITDA of at least $4 million
Experienced management team
Strong cash flow
Established industry
Growing market share
Meaningful equity ownership (control or non-control) combined with subordinated debt with current yield.
Serve as board-level advisors rather than day-to-day managers or operators
Start-ups, turnarounds, real estate financings, restaurants, oil and gas exploration