Search Focus.
We target a limited number of platform investments in growing, Midwestern companies with EBITDA in excess of $300,000. We welcome opportunities involving management transitions.
Recurring or predictable revenue model
EBITDA greater than $300k
Operating margins of at least 10% with stable track record
Located in the Midwest
Business Criteria.
Transaction.
Entrepreneur or family owned and operated businesses
Owner seeking liquidity, either through full or partial sale of their business
Owner seeking path to retirement and succession planning
Owner looking to transition out of operating role
Our preference is for the existing owner to continue to own a small portion of the business alongside us. We carve out ownership for your key employees to benefit in the long term growth that we hope to achieve.
We buy your business with a combination of debt from a bank and equity from investors that made their money owning and running businesses that probably look a lot like yours.
Transaction value of $1 to $3 million
EBITDA in excess of $300,000
Size of Platform Company
Preferred Company Characteristics
Operating profit margins of 10% or greater
Historical annual growth of 10% or greater
Fragmented customer base
Diversified product/service offering
Management
Opportunities which involve management transition and/or owner retirement
Also willing to pursue companies with strong existing management teams
Growth Orientation
Companies with significant growth opportunities either through internal revenue growth or through acquisition
Geography
Companies locally owned and operated in the Midwest, including WI, IL and MN
