Midwest industrial warehouse and loading dock at dawn

Investment Criteria

We Look for Good Businesses With More Ahead of Them.

Our investment approach is flexible, but our standards are consistent.

Target Profile

Businesses We Consider

We primarily evaluate established privately held businesses with a history of operations and a clear opportunity for continued success under new ownership.

Potential characteristics

  • Established operating history
  • Strong reputation in their market
  • Recurring or repeat customers
  • Defensible competitive position
  • Stable or improving financial performance
  • Opportunity for operational improvement
  • Strong employees and management
  • Owner seeking a transition or succession solution

Industries

Industry agnostic, with a bias toward operating businesses.

We are industry agnostic, with particular interest in businesses where operational discipline, technology, sales, or strategic investment can create meaningful improvement.

  • Business services
  • Industrial services
  • Transportation and logistics
  • Automotive and related services
  • Manufacturing
  • Skilled trades
  • Facility and property services
  • Distribution
  • Equipment-related businesses
  • Specialty services
  • Select real estate and tangible assets

Transaction Types

Flexible Structures

Every situation is different. Depending on the opportunity and the owner's objectives, we may consider:

01

Full Acquisitions

Purchasing the business outright and assuming ownership.

02

Partial Acquisitions

Investing alongside an existing owner or management team.

03

Owner Transitions

Creating a structured path for an owner to transition out of the business over time.

04

Asset Acquisitions

Evaluating select real estate, equipment, or other productive assets.

Submit an Opportunity

Have an Opportunity?

If you own a business or asset that may be a fit, we welcome the opportunity to learn more.