Private Equity
We acquire and manage growth-oriented companies – investing in a limited number of businesses so that we can help each business grow.
Our Approach
We approach private equity investing in an uncommon manner – focusing on fewer deals, giving more attention to each business, and avoiding institutional capital requirements and timelines.
  • Fewer Deals

    We focus on one or two platform investments at a time. This differentiates us from traditional private equity firms that hold ten or more platforms in each of their funds.

  • More Attention

    We work closely with our management teams to help them prioritize and complete their most critical projects. We work both on site and remotely to help our teams get things done.

  • Private Family Capital

    We raise investment capital only from private families who we've known for years. Our capital is disciplined and patient, seeking long-term returns from good businesses.

  • Values-based Ownership

    We like to make money, but only the right way. We believe in our three R's of respect, reality, and results, and we will not sacrifice our integrity or our relationships to make a buck.

Current Investments
Prior Investments
Investment Criteria
We target a limited number of platform investments in growing, Midwestern companies with EBITDA in excess of $4 million. We welcome opportunities involving management transitions.
Size of Platform Company
  • Transaction value of $25 to $100 million
  • EBITDA in excess of $4 million
Growth Orientation
  • Companies with significant growth opportunities either through internal revenue growth or through acquisitions
Management
  • Companies with strong existing management teams
  • Also willing to pursue opportunities which involve management transition and/or owner retirement
Preferred Company Characteristics
  • Operating profit margins of 10% or greater
  • Historical annual growth of 10% or greater
  • Fragmented customer base
  • Diversified product offering
Areas of Focus
  • Business/consumer services
  • Healthcare services
  • Tech-enabled distribution/e-tailers
  • Branded products
  • Energy and agricultural services
  • Specialty insurance
Ownership
  • Majority control