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Technology by ATC.
Design by ai2.
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Midwest Geographic Focus
- Concentration in the Midwest market, including Illinois, Iowa, Indiana, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, and Wisconsin
- Companies located outside the Midwest where there is a high likelihood of investment due to special circumstances
Lower Middle Market Focus
- Deal sizes generally between $20 and $100 million
- Equity investment sizes generally between $10 and $25 million
- Logical add-on acquisitions or product extensions
Companies with History of Positive Earnings
- EBITDA greater than $5 million
- Sustainable operating margins (usually 10% or higher)
- Predictable capital intensity
- Opportunities to grow revenue and improve earnings
Sector Focus
- Wide variety of manufacturing and service industries, excluding real estate, technology, and commodity industries
- Particularly sensitive to technology and regulatory risks within industries
- Understandable businesses
Operating Expertise / Management
- Strong management willing to stay and invest
- Ability to leverage and attract relevant operating expertise through our Advisory Council and network of executives
Niche Company Focus
- Protectable market positions with high barriers to entry
- Established and diverse customer base
- Less cyclical in nature
- Ability to identify foreign sourcing risk and opportunity
Transaction Structure
- Flexibility of investment (majority, minority, public or private, consolidations, recapitalizations, etc.)
- Conservative capital structure
- No hostile transactions
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