Investment Criteria

Beyond the general guidelines presented below, creativity and flexibility are our drivers in formulating effective, fair and balanced partnerships.

Investment Size
$2 million - $25 million total investment
Preferred Industries
Manufacturing, Distribution, or Service
Geographic Location
Nationwide with emphasis on the Midwest
Company Characteristics

  • Revenues of $10 - $100 million

  • Operating profit of at least $1 million

  • Experienced management team

  • Record of sustainable profits and cash flow
Investment Terms
Equity
Mezzanine
  • Minority or majority equity position

  • Common Stock

  • Preferred Stock

  • Meaningful management participation
  • 5-7 years in primary term

  • Up to 3 years of interest only

  • Current coupon approximately 12%

  • Minority warrant position or other yield enhancer


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