INVESTMENT APPROACH

We intend to pursue lower middle market equity investments primarily in the Upper Midwest/Great Lakes regions of the U.S. of $10 million to $60 million

We will make control investments in cash-flow positive and growing companies, and work with the management teams to grow these businesses and their impact

We prefer to invest in privately held, family and founder-owned businesses. Our own family’s business background and orientation to patient long term growth means we understand that exceptional returns can be created over a longer period than the private equity model allows for

We will invest across a broad range of industries as great businesses can be found in any industry