Entrepreneurial Thinking—Relationship Driven
With over 50 years of collective experience investing in and advising lower middle market companies, we understand the needs and concerns of owners and managers. The partners have originated and structured over $235 million in investments in over 60 companies across a diverse group of industries throughout the Great Lakes region and beyond.
The partners are adept at customizing capital solutions that meet the unique situation and goals of companies. Our backgrounds allow us to provide more than capital, as we offer added value through board level discussions on long term capital and strategic planning while demonstrating a genuine respect for middle-market owners and managers. Whether you have high-growth expansion plans, the need for structuring and closing strategic acquisitions, management buyouts, balance sheet recapitalizations or shareholder liquidity needs, our combination of capital and advice adds value.