INVESTMENT CRITERIA
The Fund generally seeks to invest in middle-market manufacturing, distribution, and business service companies in partnership with proven management. While we will be opportunistic, target companies will generally be consistent with the following:
|
Size: |
Revenues between $15 million and $150 million EBITDA in excess of $2.5 million |
|
Stage: |
Established companies with a history of profitability |
| Geography: | No restriction – focus on greater Midwestern U.S. |
| Investment Size: | Up to approximately $14 million from the Fund. Considerably larger with partner co-investment |
| Control: | Majority control or minority investment structures |
| Not Considered: | Financial institutions, real estate, retail, start-ups |