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Your trusted partner for
alternative investments

Beckett Industries is a trusted, mission-driven alternative investment firm operating across real estate, venture and growth equity, private equity, and private debt. We invest with purpose—helping to invest and build enduring companies, revitalize communities, and steward capital with conviction. We’re not just investors—we’re partners, builders, and operators.

investing across 4 platforms

Real Estate

We transform underutilized properties into high-performing, sustainable assets. Our mission-driven strategy focuses on walkable, urban infill projects—often in partnership with the Catholic Church. Targeting 150+ unit developments in secondary and emerging tertiary markets, we prioritize sustainability, efficient design, and long-term community value.

Venture

We invest $250K–$2M in capital-efficient CPG, B2B software, and service companies with $1M–$100M in revenue. Beyond capital, we provide strategic guidance to help bootstrapped entrepreneurs scale sustainably.

Coming Soon

Private Equity

We take a flexible, opportunistic approach to private equity—investing $5M–$20M in companies with $10M–$100M in revenue. We focus on roll-ups, carve-outs, and turnarounds, transforming underperforming businesses into scalable, high-performing enterprises.

Coming Soon

Private Debt

We provide flexible private credit to lower-middle-market businesses and real estate sponsors seeking non-dilutive growth capital. Targeting $5M–$100M in revenue or asset value, we invest $1M–$25M in secured debt structures aiming for 15–18%+ annual returns.

offering more than just capital

30+

years of investing

200M+

capital raised

800M+

revenue created

1B+

in transactions

and a strong operational difference

Partners

We work collaboratively with our portfolio investment partners to build enduring businesses and properties that align with our mission and values. We believe that aligned incentives and shared vision drive long-term success.

Hands-on Operators

We don’t just invest—we roll up our sleeves. With deep operating experience across venture, real estate, private equity and private debt we bring a clear, consistent, and repeatable process to accelerate growth and unlock enterprise value.

Multi-Platform, Mission-Aligned

We invest across venture, real estate, private equity, and private debt—bringing capital and capability to high-potential opportunities. At the core of every investment is our belief in doing well by doing good. We back founders and operators who align with our values, think long-term, and build with purpose.

Internal Operations Team

With dedicated teams across finance, operations, compliance, and brand strategy, Beckett Industries combines the agility of a boutique firm with the capability and rigor of an institutional platform. Our operational support is designed to help founders scale with clarity and confidence.

Timing is everything

How do you work with property owners, founders, or business owners?

At Beckett Industries, we invest across real estate, venture/growth equity, private equity, and private debt to support entrepreneurs, operators, and asset owners at all stages of their journey. Two of our platforms—venture/growth and real estate—are actively investing today, with private equity and debt launching soon.

Real Estate
We partner with property owners to unlock the full potential of their assets. Whether you’re exploring redevelopment, optimizing current use, or planning a new multifamily or mixed-use project, our expertise in design, sustainability, and financial structuring ensures your vision becomes a thriving, high-performing asset. We focus on walkable, infill projects—often in partnership with the Catholic Church—targeting 150+ unit developments in secondary and emerging tertiary markets.

Venture / Growth Equity
We invest $250K–$2M in capital-efficient consumer brands, B2B software, and service companies with $1M–$100M in revenue. Beyond capital, we bring deep operating experience to help founders scale, build teams, refine their business models, and position for future institutional capital.

Private Equity
We take a flexible, opportunistic approach—investing $5M–$20M in lower-middle-market companies with $10M–$100M in revenue. Whether it’s a roll-up, carve-out, or turnaround, we collaborate closely with owners to drive profitability, scale operations, and unlock value.

Private Debt
We provide flexible credit solutions to real estate sponsors and business owners seeking non-dilutive capital. Targeting $5M–$100M in revenue or asset value, we invest $1M–$25M in secured structures, aiming for 15–18%+ annual returns. This allows operators to grow without giving up equity.

Early engagement is key. Whether you’re raising capital, restructuring, or exploring a project, we partner early to align strategy, tailor solutions, and deliver measurable outcomes.

Is it ever too early to approach you?

Never. It’s never too early to start a conversation with us. Some of the most successful outcomes come from early engagement—before plans are fully formed or capital is in motion.

For property owners, early discussions around redevelopment or repositioning help us align on design philosophy, market strategy, and pre-development execution.

For founders, we’re a strategic partner even at the idea or pre-growth stage—helping shape business models, build early traction, and prepare for capital.

For business owners, whether you’re exploring growth, a turnaround, or a recapitalization, early collaboration allows us to understand your goals and design a path forward.

Wherever you are on your journey, early alignment gives us the best chance to tailor support, avoid costly missteps, and build something enduring.

When is the right time to seek growth capital or development support?

The short answer: earlier than you think.

Early alignment gives us the ability to shape strategy, avoid costly missteps, and ensure you’re fully prepared to execute when the time comes.

  • Real Estate: Whether you’re acquiring land, redeveloping an existing site, or repositioning a current asset, early collaboration allows us to align on design, structure financing, and navigate pre-construction complexity.

  • Venture / Growth Equity: If you’re gaining traction and ready to scale, we help refine your model, strengthen operations, and prepare you for institutional capital.

  • Private Equity: For owners considering growth, turnarounds, or recapitalization, we bring the capital, strategy, and operating experience to unlock long-term value.

  • Private Debt: For sponsors and operators looking for non-dilutive capital, we offer flexible, secured debt solutions—ideal for funding growth, acquisitions, or bridging key inflection points without giving up equity.

Whatever your goals, the earlier we engage, the more value we can unlock together.

How do you ensure my timing aligns with market opportunities?

At Beckett Industries, we know timing can make or break an opportunity. That’s why we pair real-time market intelligence with operator-level insight to ensure you’re moving at the right moment—never too early, never too late.

  • Real Estate: We monitor market cycles, local demand shifts, and development trends to time acquisitions, redevelopments, and ground-up projects for maximum return.

  • Venture / Growth Equity: We help founders raise at the right moment—when traction, investor appetite, and valuation align to create optimal leverage.

  • Private Equity: We assess industry dynamics, macro conditions, and operational readiness to time transitions, turnarounds, or recapitalizations when impact will be greatest.

  • Private Debt: For companies and real estate sponsors, we structure non-dilutive capital solutions aligned with cash flow needs and market windows—bridging growth or acquisition gaps with speed and flexibility.

We combine data, experience, and timing discipline to help you act with confidence—and capture the full upside of the opportunity in front of you.

Are you open to long-term partnerships for phased projects?

Absolutely. At Beckett Industries, we believe great outcomes are built over time. We take a long-term view and form deep partnerships with founders, owners, and operators—especially when projects evolve across multiple phases.

  • Real Estate: We support complex, multi-phase developments—like large-scale mixed-use or multifamily projects—from pre-development and entitlement through construction, stabilization, and eventual exit. Our team stays involved across zoning, design, capital stack structuring, and execution to ensure continuity.

  • Venture / Growth Equity: We back founders with long-term visions, offering ongoing strategic support as they scale—across hiring, operations, capital strategy, and future fundraising. We’re not here for a quick flip—we’re here to help you build something enduring.

  • Private Equity: We partner with companies through multi-year transitions—whether growth, restructuring, or roll-ups—staying involved to drive operational efficiency and long-term enterprise value.

  • Private Debt: For capital needs that evolve over time, we provide flexible, structured credit—supporting bridge scenarios, phased real estate draws, or staged corporate growth without immediate dilution.

Whether it’s a multi-phase development or a multi-stage operating journey, we’re in it with you—for the long haul.

What we focus on

What are your target deal characteristics?

We focus on opportunities in the lower middle market where we can drive outsized value through hands-on partnership, thoughtful structuring, and operational excellence.

  • Real Estate: We target multifamily and mixed-use developments—typically 150+ units—in urban infill locations. Our sweet spot is in secondary and emerging tertiary markets where we can unlock value through efficient design, sustainability, and long-term community impact.

  • Venture / Growth Equity: We invest $250K–$2M into capital-efficient CPG, B2B software, and service companies with $1M–$100M in revenue. We look for traction, margin profile, and a clear path to scale—not just hype.

  • Private Equity: We invest $5M–$20M into companies with $10M–$100M in revenue. We focus on roll-ups, carve-outs, and turnarounds where our operating background and strategic support can unlock long-term enterprise value.

  • Private Debt: We provide $1M–$25M in flexible, secured credit to businesses and real estate sponsors with $5M–$100M in revenue or asset value. We focus on non-dilutive solutions that deliver 15–18%+ returns, aligned with growth, acquisition, or refinancing events.

Across all platforms, we look for durable fundamentals, clear upside, and strong partners who are ready to build something lasting.

What asset classes and sectors do you focus on?

We invest across four core asset classes—real estate, venture/growth equity, private equity, and private debt—each backed by deep sector expertise and hands-on operational support.

  • Real Estate: We focus on multifamily and mixed-use developments, with an emphasis on sustainable design, efficient unit layouts, and long-term community value. Most projects are urban infill and 150+ units, often in partnership with mission-aligned institutions.

  • Venture / Growth Equity: We target capital-efficient companies in CPG, B2B software, and business services—especially where we see early traction, scalable models, and clear margin potential.

  • Private Equity: We take an industry-agnostic approach but excel in manufacturing, distribution, and professional services—sectors where operational improvements and strategic expansion can drive step-change growth.

  • Private Debt: We provide flexible credit to lower-middle-market businesses and real estate sponsors, often in complex or time-sensitive scenarios where traditional capital falls short.

This cross-platform, multi-sector focus allows us to stay opportunistic while bringing the right expertise to every deal.

What markets do you prioritize?

While we invest across the United States, our roots—and many of our strongest relationships—are in the Midwest. We have a deep understanding of the region’s dynamics and a genuine appreciation for the values, grit, and collaboration that define its founders, operators, and property owners.

That said, we’re not limited by geography. We actively invest in primary, secondary, and emerging tertiary markets across the country—wherever we see aligned partners, compelling opportunities, and room to create value.

Whether it’s a real estate development in Michigan, a CPG brand in California, or a business services company in Texas—if the fundamentals are strong, we’ll show up.

What makes your approach unique?

At Beckett Industries, we blend operational expertise with a partnership-first mindset—building deep, lasting relationships across real estate, venture/growth equity, private equity, and private debt. We don’t just invest—we roll up our sleeves, align early, and help build enduring value.

  • Hands-On Partnership
    We go beyond capital. In real estate, that means navigating zoning, structuring deals, and managing through stabilization. In venture and growth, we help founders refine models, scale teams, and prepare for institutional capital. In private equity, we work alongside leadership to drive operational transformation. In private debt, we structure flexible, secured credit to support growth without dilution.

  • Midwest Roots, National Reach
    Our values—integrity, resilience, and collaboration—are rooted in the Midwest, where we got our start and continue to build. But we invest nationally—wherever the fundamentals are strong and the right partners are in place.

  • Proven Operator DNA
    We’ve built, scaled, and exited companies ourselves. That operator lens allows us to move quickly, solve real problems, and support our partners through every stage of growth.

  • Cross-Platform Synergy
    By operating across asset classes, we unlock unique value. Property owners benefit from capital markets expertise. Founders gain access to our LP network and strategic partners. LPs get diversified, mission-aligned deal flow across multiple verticals—all under one platform.

  • Institutional Back Office Support
    Behind every investment is a fully-integrated, institutional-grade back office. We handle fund administration, finance, legal, investor reporting, and compliance—giving our GP partners the infrastructure they need to scale confidently and focus on what they do best.

We don’t just write checks. We build, we support, and we grow—together. That’s what sets Beckett Industries apart.

What is your impact philosophy?

At Beckett Industries, we believe great investments create more than financial return—they create lasting impact. That’s why our work is grounded in a simple idea: we do well by doing good.

We’re not just investors. We’re builders, operators, and stewards of capital, called to create enduring value across real estate, venture, private equity, and private debt.

  • In Real Estate, we focus on sustainable, community-enhancing developments—often repurposing underutilized church properties and urban infill sites to breathe life back into neighborhoods.

  • In Venture & Growth Equity, we back founders solving real problems with values-aligned products and purpose-driven missions.

  • In Private Equity, we help companies transform—unlocking potential, creating jobs, and driving operational excellence.

  • In Private Debt, we provide non-dilutive capital to support responsible growth and expansion—without compromising ownership or values.

But what truly sets us apart is how we invest.

We lead with humility. We build with discipline. And we partner with people who share our long-term vision. Our faith, values, and commitment to stewardship guide everything we do—from the deals we structure to the people we stand beside.

We call it mission capital—and it’s more than a strategy. It’s our way of life.

We’re not here for headlines or short-term wins. We’re here to help families thrive, communities grow, and businesses become legacies.

At Beckett Industries, it’s not about the numbers—it’s about the people behind them.

We’re building something meaningful. Something lasting. Something that reflects who we are—and who we’re called to be.

How we make decisions

How do you evaluate potential partnerships or investments?

We take a rigorous yet relational approach to evaluation—grounded in data, guided by experience, and rooted in shared values. Across every asset class, we ask the same core questions: Is there real value to unlock? Are we the right partner to help do it? And is there true alignment for the road ahead?

  • Real Estate
    We evaluate market dynamics, zoning, entitlement risk, development feasibility, and long-term community impact. We prioritize properties with strong fundamentals, efficient design potential, and partners who share our commitment to excellence and stewardship.

  • Venture / Growth Equity
    We assess business model durability, capital efficiency, margin profile, team strength, and go-to-market execution. We’re drawn to founders solving real problems, with traction to prove it and a clear path to scale.

  • Private Equity
    We look for companies with $10M–$100M in revenue that have operational gaps, growth potential, or leadership transitions. We lean in where our hands-on experience can drive meaningful transformation.

  • Private Debt
    We underwrite credit risk with a sharp eye on collateral, cash flow, and exit strategy. We look for scenarios where flexible, non-dilutive capital can support growth, bridge transitions, or unlock liquidity without compromising long-term ownership.

More than anything, we look for alignment—in values, vision, and how we work together. Every great partnership begins with trust, and we take that seriously.

How important is financial performance in your decision-making?

Financial performance matters—but it’s not everything.

We take a holistic view that looks beyond today’s numbers to understand long-term potential, strategic fit, and where we can create value.

  • Real Estate: We prioritize market potential, development feasibility, and community impact over historical income. Many of our best projects begin as underutilized or distressed assets.

  • Venture / Growth Equity: We don’t expect perfect financials—especially from bootstrapped or early-stage founders. What we look for is traction, margin potential, and a path to sustainable scale.

  • Private Equity: Financial metrics give us a baseline, but we’re most focused on where we can drive transformation—through operational improvements, strategic repositioning, or leadership alignment.

  • Private Debt: We underwrite to cash flow and collateral—but we’re also flexible, creative lenders who understand how to support businesses at critical moments.

We invest in what can be, not just what is. That means looking deeper than the balance sheet—at people, potential, and purpose.

How long does the decision-making process usually take?

It depends on the complexity of the opportunity and how prepared the business or project is—but we always move with urgency, transparency, and clear communication.

Here’s a general range by asset class:

  • Real Estate: 6–12 weeks
    Timeframes vary based on zoning, entitlements, and diligence. We move faster when site control, plans, and financials are well organized.

  • Venture / Growth Equity: 4–8 weeks
    We move quickly with founders who have clear models, prepared decks, and alignment on use of capital. Earlier-stage or less-prepared opportunities may take longer.

  • Private Equity: 8–12+ weeks
    Complex deals like turnarounds, carve-outs, or recapitalizations require deeper operational and financial diligence—but we work in parallel to avoid delays.

  • Private Debt: 3–6 weeks
    We can move quickly when underwriting secured credit, especially for time-sensitive bridge, acquisition, or growth capital needs.

Throughout every process, we prioritize transparency, responsiveness, and partnership—so you always know where things stand and what’s next.

Do the vision and values of founders, property owners, or leadership teams influence decision-making?

It’s everything. We believe that shared vision and aligned values are the foundation of any successful partnership.

  • In Real Estate, we partner with property owners who care about sustainability, community impact, and thoughtful design—not just ROI.

  • In Venture / Growth Equity, we back founders who lead with integrity, understand their market deeply, and are committed to building something meaningful.

  • In Private Equity, we work with leadership teams who embrace collaboration, accountability, and the hard work required to create long-term value.

  • In Private Debt, we look for borrowers who are transparent, principled, and see us as true partners—not just capital providers.

At Beckett Industries, we don’t just invest in deals—we invest in people. And when the vision is shared and the values are aligned, we know we can build something that lasts.

What happens if a proposed deal doesn’t align with your investment criteria?

Not every opportunity will be the right fit—and that’s okay.

If we decide not to move forward, we’ll always aim to leave you better than we found you. That might mean providing constructive feedback, highlighting areas to refine your strategy, or offering guidance to get “deal-ready.”

When appropriate, we’ll also tap into our network of investors, advisors, and partners to help connect you with others who may be a better fit.

At Beckett Industries, we view every conversation as a chance to add value—whether we invest or not. Because for us, it’s not just about the deal. It’s about the relationship.

Our process

What is your investment process?

Our process is structured, collaborative, and tailored to the unique needs of each opportunity. While every deal is different, our approach always centers around three things: alignment, diligence, and value creation.

  • Real Estate
    We start with a deep dive into market dynamics, zoning, and development feasibility. From there, we move into financial modeling, design strategy, and community impact assessment. Once aligned, we partner closely with property owners through pre-development, construction, and stabilization.

  • Venture / Growth Equity
    We begin by understanding your business model, leadership team, and growth potential. We run market, financial, and margin analyses to validate the opportunity. Post-investment, we roll up our sleeves—helping with hiring, strategy, go-to-market, and capital planning.

  • Private Equity
    Our process involves identifying operational inefficiencies, financial gaps, and strategic levers for transformation. We collaborate with leadership to create and execute a value creation plan focused on long-term scalability.

  • Private Debt
    We assess risk through collateral, cash flow, and borrower alignment. We move quickly, structure creatively, and stay engaged to ensure the capital is supporting key inflection points with minimal friction.

While the steps vary by asset class, our commitment stays the same: transparency, trust, and operational excellence from start to finish.

How do you approach due diligence?

Our diligence process is rigorous, strategic, and tailored to the opportunity. Across all platforms, our goal is the same: to uncover the full picture—risks, opportunities, and value creation levers—so we can invest with conviction and confidence.

  • Real Estate
    We evaluate site viability, market demand, zoning, and financial feasibility. This includes legal reviews, environmental studies, and cost modeling to ensure the project aligns with both our standards and long-term strategy.

  • Venture / Growth Equity
    We assess the business model, market dynamics, founder fit, team capability, and financial performance. We also identify areas where we can add value post-investment—whether through operations, GTM, or capital strategy.

  • Private Equity
    We conduct a deep dive into financials, operations, industry positioning, and leadership. We look for inefficiencies to correct, strengths to scale, and risks to mitigate—ensuring we have a clear plan to unlock growth.

  • Private Debt
    We underwrite collateral, cash flow, and borrower integrity. We evaluate repayment scenarios, downside protection, and exit pathways—crafting flexible, secured structures aligned with both the borrower’s needs and our return expectations.

Our diligence isn’t just about checking boxes—it’s about building alignment, ensuring transparency, and setting the stage for long-term success.

How do you decide when to use an SPV versus investing from a fund?

At Beckett Industries, we operate across both dedicated funds and deal-by-deal SPVs (Special Purpose Vehicles)—allowing us to stay flexible, aligned, and intentional in how we deploy capital.

Our decision depends on the nature of the opportunity, timing, and fit with our capital strategy:

  • If the opportunity fits the fund thesis, we may invest directly from one of our active funds (e.g., our CPG Fund I). This gives founders fast access to committed capital and LPs exposure to a diversified portfolio aligned with a specific mandate.

  • If the opportunity is better suited for a standalone raise, we may structure an SPV. SPVs allow us to tailor each deal—matching the right investors to the right opportunity, while giving LPs full visibility, discretion, and participation on a per-deal basis.

By leveraging both models, we’re able to:

  • Move quickly when the right opportunity arises

  • Offer founders flexible, founder-friendly capital

  • Provide LPs with curated access and control over where they deploy

  • Align capital structure with the strategic needs of each business or project

Whether it’s real estate, venture, private equity, or private debt—our hybrid approach gives us the ability to meet founders and operators where they are, while giving our LPs the transparency and flexibility they expect.

What should we expect post-investment?

We don’t just write checks—we show up.

At Beckett Industries, we’re active, engaged partners who stay involved long after the investment is made. Whether the capital comes from a fund or an SPV, our role doesn’t stop at closing. That’s when the real work begins.

  • Real Estate
    We remain engaged through the full lifecycle—from pre-development to construction, lease-up, and stabilization. We support project management, capital strategy, and long-term value creation, ensuring the project hits performance targets and community impact goals.

  • Venture / Growth Equity
    Founders can expect strategic support across hiring, operations, GTM, capital planning, and preparing for the next round. We’ve been operators ourselves—so we know what it takes to scale, and we’re not afraid to roll up our sleeves.

  • Private Equity
    We work alongside leadership to drive operational improvements, implement growth strategies, and prepare for long-term value creation—whether that’s a liquidity event, succession, or strategic transition.

  • Private Debt
    Even as lenders, we’re not passive. We stay connected to ensure capital is working as intended, offering strategic guidance as needed and supporting long-term partnership beyond repayment.

We tailor our involvement to the needs of the business—but you’ll never wonder where we stand. We’re here to build with you.

How long does your process take?

It depends on the complexity of the deal and how prepared the opportunity is—but we move with urgency, transparency, and a focus on alignment at every step.

Here’s a general timeline by asset class:

  • Real Estate: 6–12 weeks
    We evaluate zoning, financial feasibility, and market fit while working through diligence, structuring, and early design. We move faster when pre-development work is already underway.

  • Venture / Growth Equity: 4–8 weeks
    We can move quickly if the business is prepared—with a clear model, financials, and growth plan. For earlier-stage or less structured deals, we may need additional time for alignment.

  • Private Equity: 8–12+ weeks
    Turnarounds, carve-outs, and complex ownership transitions require deeper diligence across operations, financials, and leadership—but we work in parallel to maintain momentum.

  • Private Debt: 3–6 weeks
    We’re often able to underwrite and close quickly—especially for secured credit supporting time-sensitive growth, bridge, or acquisition needs.

Regardless of the timeline, we keep all stakeholders informed, aligned, and moving forward—because clarity drives confidence.

Terms

How much do you typically invest?

We tailor investment size to the opportunity—but we stay disciplined across each platform to ensure we can add meaningful value.

  • Real Estate: $3M–$15M in equity
    We target 150+ unit multifamily and mixed-use developments, often in secondary and emerging tertiary markets, with strong potential for impact and long-term value creation.

  • Venture / Growth Equity: $250K–$2M
    We invest in capital-efficient companies—mainly in CPG, B2B software, and business services—where we can help founders scale sustainably.

  • Private Equity: $5M–$20M
    We focus on businesses with $10M–$100M in revenue, particularly in roll-ups, carve-outs, or underperforming situations where operational improvements drive real transformation.

  • Private Debt: $1M–$25M
    We provide flexible, secured credit to real estate sponsors and lower-middle-market businesses seeking non-dilutive capital for growth, acquisitions, or liquidity.

Our range gives us the flexibility to support both focused early-stage growth and more complex, institutional-scale opportunities—always with a hands-on, partnership-first approach.

Do you have strict ownership requirements?

We’re flexible. Ownership is a tool—not a rule—and we structure each investment based on what drives alignment, impact, and long-term success.

  • Real Estate
    We typically invest through preferred equity or joint venture structures. We prioritize alignment with property owners and long-term value creation over control.

  • Venture / Growth Equity
    We generally take minority positions, targeting 5%–10% equity. What matters most is strategic fit—not hitting a specific ownership threshold.

  • Private Equity
    We often prefer majority ownership so we can lead operational transformation—but we’re open to minority deals where we have meaningful influence and aligned partnership.

  • Private Debt
    As lenders, we don’t take equity. Instead, we structure secured credit with strong downside protection and, when appropriate, upside participation through warrants or structured returns.

Ultimately, we structure each deal to serve the opportunity—not force it into a box.

Will you lead rounds or developments?

Yes—when it makes sense, we step in and lead. Whether it’s a capital raise or a real estate project, we lead with a focus on execution, alignment, and long-term value creation.

  • Real Estate
    We frequently lead developments—coordinating financing, design, construction, and stabilization. We work shoulder-to-shoulder with property owners to ensure projects stay on track and deliver exceptional outcomes.

  • Venture / Growth Equity
    We typically prefer to follow or co-lead, but we’ll lead rounds when there’s a strong fit. In those cases, we bring more than capital—we offer operator-level support, strategic insight, and access to our LP network and partners.

  • Private Equity
    We’re comfortable leading and driving the full value creation strategy. That includes aligning with management, defining growth priorities, implementing operational improvements, and navigating future exits or transitions.

  • Private Debt
    While we don’t “lead” in the traditional sense, we often serve as primary lender or anchor credit partner—structuring flexible solutions and moving quickly when speed matters.

Leadership for us isn’t about control—it’s about stewardship, clarity, and collaboration. When we lead, we lead with purpose.

Will you sign my confidentiality agreement / NDA?

Yes—we take confidentiality seriously.

While we review NDAs on a case-by-case basis, our standard practice is to treat all information shared with us as strictly confidential, even without a signed agreement. We operate with professionalism, integrity, and respect for the trust our partners place in us.

If you have specific confidentiality requirements, we’re always open to a conversation and happy to review your NDA.

What financial terms do you offer?

Our financial terms are built to align incentives, manage risk, and create long-term value. Whether we invest from one of our funds or through a deal-by-deal SPV, we structure each investment to fit the opportunity—not force it into a box.

Here’s how we typically structure terms across our platforms:

  • Real Estate
    We invest through both funds and SPVs, typically using preferred equity, profit-sharing, or joint venture structures. Terms often include preferred returns, waterfall distributions, and performance-based promote structures, aligned with the project’s risk and return profile.

  • Venture / Growth Equity
    We invest via our dedicated fund or through standalone SPVs, depending on fit. We typically take minority equity positions (5%–10%), with clean terms, founder-friendly structures, and the potential for follow-on capital based on milestones or traction.

  • Private Equity
    We deploy capital through SPVs or direct fund investments into control or influential minority positions. Terms may include earn-outs, performance incentives, and other structures aligned with operational transformation or exit readiness.

  • Private Debt
    We offer secured, non-dilutive credit through SPVs or fund structures, with target returns of 15–18%+, depending on deal structure. Terms are tailored to support borrower needs—bridge, acquisition, or growth—while protecting downside.

  • Funds
    When investing through a fund (e.g., our CPG Fund I), LPs benefit from a pooled strategy, with exposure to a diversified portfolio. Terms typically include management fees, carry, and optional co-investment rights into SPVs for direct exposure to individual deals.

Whether through a fund or a standalone SPV, every structure is designed for clarity, alignment, and execution—so all parties win when the investment wins.

Do you charge management or other fees?

Yes. Our fee structures are designed to reflect the operational, strategic, and executional value we bring to every deal—while staying aligned with market norms and investor expectations.

We structure fees differently across funds and SPVs, with transparency at every stage.

Here’s how it typically breaks down by platform:

  • Real Estate
    Fees may include:

    • Development Management Fees (2%–5% of total development cost)

    • Asset Management Fees (1%–2% of invested equity)

    • Promote / Profit-Sharing structures aligned with performance

We only charge fees when we are actively involved in creating and delivering value.

  • Venture / Growth Equity (SPVs)
    For SPV investments, our standard terms include:

    • 2% one-time closing fee

    • 20% carried interest (after return of capital)

    • In some cases, a monthly management or monitoring fee (1%–3% of invested capital annually) may apply depending on involvement

  • Private Equity
    We typically charge:

    • Management Fees (1.5%–2% of invested or committed capital)

    • Carry (20% of profits above a preferred return)

    • Fee structures may also include performance-based bonuses, especially in turnaround or transformation scenarios

  • Private Debt
    Terms may include:

    • Origination Fees / Closing Fees (1%–2% of loan amount)

    • Monitoring or Servicing Fees (negotiated based on complexity)

    • Interest + Equity Kicker or Warrants to align incentives

  • Funds
    When investing through a fund (like our CPG Fund I), our standard structure includes:

    • 2% annual management fee (with step-down after year 5)

    • 20% carried interest (with an 8% preferred return hurdle)

    • Optional co-investment rights for LPs who want additional exposure through SPVs

What it’s like to work with us

What kind of support do you provide to your partners?

At Beckett Industries, we’re more than capital—we’re mission-aligned partners who show up with strategy, experience, and execution support at every stage. Our approach is built on the belief that doing well by doing good creates the strongest and most sustainable outcomes.

Here’s how we support our partners across each platform:

  • Real Estate
    We help property owners transform underutilized spaces into high-performing, sustainable developments. From pre-development and design to financing and stabilization, we provide deep support in:

    • Capital structuring and entitlements

    • Design optimization and value engineering

    • Community engagement and long-term asset strategy

  • Venture / Growth Equity
    For founders, we offer hands-on, operator-level support to help scale smart and sustainably. This includes:

    • Go-to-market strategy and sales acceleration

    • Key hiring and team building

    • Capital strategy and introductions to future investors and partners

  • Private Equity
    We roll up our sleeves to drive operational improvements, unlock value, and prepare for long-term success. Our support includes:

    • Process and system improvements

    • Strategic planning and KPI alignment

    • M&A, roll-up, and exit preparation

  • Private Debt
    Even in credit deals, we don’t just write the check and walk away. We support borrowers by:

    • Structuring flexible terms that serve the business

    • Offering strategic insight when requested

    • Acting as a steady capital partner through transitions or growth

Whether we’re investing from a fund or SPV, we stay actively involved and deeply aligned with the vision and values of our partners.

How do you help your portfolio companies and properties grow?

At Beckett Industries, growth means more than just scale—it means building something that lasts. We focus on measurable value creation, but we’re equally committed to doing it in a way that aligns with our mission, values, and long-term vision.

Here’s how we support growth across our investment platforms:

  • Real Estate
    We develop projects that are financially sound and socially impactful—focusing on sustainable design, walkability, and long-term community value. We:

    • Engage early with local stakeholders

    • Prioritize mixed-use, infill, and community-centered projects

    • Optimize unit mix, design efficiency, and long-term asset performance

  • Venture / Growth Equity
    We partner with founders to grow the right way—profitably, purposefully, and with staying power. Our support includes:

    • Strategic scaling and operational optimization

    • Building out leadership and key hires

    • Supporting GTM expansion and future capital strategy

  • Private Equity
    We help businesses scale by driving operational improvements and creating the infrastructure for long-term growth. That includes:

    • Process redesign, margin expansion, and talent upgrades

    • Strategic planning and performance tracking

    • Growth through acquisitions, product extensions, or new markets

  • Private Debt
    Even in credit scenarios, we support growth by providing non-dilutive capital that enables:

    • Key investments in operations, inventory, or expansion

    • Strategic transitions or acquisitions

    • Breathing room to execute without giving up ownership

We grow by aligning purpose with performance—so whether it’s a portfolio company, property, or credit partner, we’re helping build a legacy that lasts.

Do you take active governance roles in your investments?

Yes—and we take that responsibility seriously. Our governance approach is rooted in integrity, accountability, and alignment with the long-term vision of each project or company.

  • Real Estate
    We actively oversee projects through development and stabilization—ensuring design, construction, and operations align with our standards for sustainability, community value, and financial performance.

  • Venture / Growth Equity
    We often take board seats or advisory roles, providing mission-aligned founders with strategic guidance, operational support, and access to our network. We show up as true partners, not just passive investors.

  • Private Equity
    We work closely with leadership to design governance structures that drive transparency, accountability, and measurable outcomes—helping businesses grow the right way while protecting stakeholder interests.

  • Private Debt
    While we don’t typically take governance roles in credit deals, we maintain active oversight and communication to ensure alignment and support as needed—especially when capital is tied to key growth or transition milestones.

We don’t micromanage—but we don’t sit on the sidelines either. Our governance approach is collaborative, active, and aligned with our shared mission to build enduring value.

How do you assist with hiring and talent acquisition?

Talent is one of the most important levers for growth—and we treat it as such. At Beckett Industries, we help our partners build high-performing, values-aligned teams that can scale with intention and deliver lasting impact.

Here’s how we support talent across our investment platforms:

  • Venture / Growth Equity
    We work side-by-side with founders to identify and recruit mission-driven leaders—executives, operators, and functional experts—who bring the right experience, cultural alignment, and growth mindset. We also help design org charts, structure equity plans, and prepare the team for scale.

  • Private Equity
    We help strengthen leadership at every level—from C-suite to operational leads. Whether it’s building a team post-acquisition or upgrading talent to execute a turnaround or growth plan, we’re deeply involved in aligning people with strategy.

  • Real Estate
    While we don’t hire onsite teams directly, we support property owners in assembling the right development partners—from architects and civil engineers to GCs and property managers—ensuring every project is executed with excellence.

  • Private Debt
    Talent support is less central, but in strategic situations—especially with recurring borrowers or embedded equity upside—we’re happy to lend our network and guidance.

Our approach to talent is simple: get the right people in the right seats—and help them win. Because no great project or company scales without great people behind it.

What does it mean to work with a mission-aligned investor?

Being mission-aligned means we’re not just here to chase returns—we’re here to build meaningful, lasting value for people, communities, and generations to come.

When you partner with us:

  • Purpose and performance go hand in hand
    We align capital with conviction—investing in businesses and projects that create both financial upside and positive impact. For us, doing well and doing good are inseparable.

  • We play the long game
    We prioritize long-term success over short-term wins. Whether it’s scaling a business, transforming a property, or backing a founder—we’re building with legacy in mind.

  • We lead with integrity and transparency
    Every decision, every deal, every partnership reflects our core values: integrity, stewardship, humility, and excellence. You’ll never have to question our intentions—or our commitment.

  • We care as much about how you win as that you win
    We work alongside founders, property owners, and operators who want to make a difference—not just a return. And we back that with hands-on support, strategic insight, and values-aligned capital.

Working with Beckett Industries means more than funding—it means partnership with purpose. We show up, stay aligned, and help you build something that truly matters.

The basics

What industries and asset classes do you focus on?

At Beckett Industries, we invest across four core asset classes—real estate, venture capital, private equity, and private debt—with a shared focus on operational excellence, long-term value creation, and mission alignment.

Real Estate
We transform underutilized properties into high-performing, sustainable assets through walkable, urban infill developments. Often in partnership with institutions like the Catholic Church, we target 150+ unit multifamily and mixed-use projects in secondary and emerging tertiary markets. Our focus: efficient design, sustainability, and lasting community value.

Venture Capital
We invest $250K–$2M into capital-efficient companies with $1M–$100M in revenue, primarily in:

  • CPG (Consumer Packaged Goods)

  • B2B Software

  • Business Services

We back founders with traction and a clear path to scale, offering more than capital—we bring operator-level experience, strategic insight, and a hands-on approach to help businesses grow the right way.

Private Equity
We take a flexible, opportunistic approach, investing $5M–$20M into businesses with $10M–$100M in revenue. Our focus areas include:

  • Roll-ups and platform builds

  • Corporate carve-outs

  • Turnarounds and underperforming assets

We partner closely with leadership to drive transformation and build scalable, high-performing companies.

Private Debt
We provide non-dilutive, flexible credit solutions for lower-middle-market businesses and real estate sponsors, typically ranging from $1M to $25M. Our offerings include:

  • First-lien, mezzanine, and unitranche debt

  • Bridge and acquisition financing

  • Growth and recapitalization capital

We prioritize speed, creativity, and downside protection, delivering smart capital that helps founders and operators move quickly—without giving up control.

Are you hiring for any internal roles?

While we don’t hire frequently, Beckett Industries is always open to connecting with exceptional talent—especially individuals who share our passion for investing, building, and creating long-term impact across real estate, venture capital, private equity, and private debt.

We also actively support our portfolio companies, real estate projects, and operating businesses in sourcing and hiring high-caliber talent across key functions—from leadership to operations to strategy.

If you believe your skills, mindset, and mission align with ours, we’d love to hear from you.

Who are Beckett Industries' investors?

Beckett Industries is backed by a diverse and trusted group of investors, including:

  • Angels and strategic operators

  • Family offices

  • High-net-worth individuals

  • Institutional partners

Our investor base reflects a wide range of experience, networks, and capital capacity—allowing us to flex across real estate, venture, private equity, and private debt with confidence and conviction.

This diversity gives us the ability to structure capital creatively, move quickly, and bring the right partners around each opportunity we support.

Where are your offices?

Grand Rapids, Michigan, is home. It’s where we’re headquartered—and where our commitment to the Midwest runs deep. But Beckett Industries operates nationally, with team members, partners, and collaborators spread across the United States.

This distributed model gives us the best of both worlds:

  • A strong foundation in the Midwest, where we’ve built lasting relationships and local expertise

  • A national presence that keeps us connected to markets, talent, and opportunities across real estate, venture, private equity, and private debt

Whether we’re walking a site in the Midwest or closing a deal on the West Coast, we show up—and stay close to the work.

How can property owners, founders, or business owners contact you?

We’re a relationship-first firm and value introductions through our trusted network of property owners, developers, founders, investors, and operators. A warm referral often leads to a faster path to alignment—but we welcome direct outreach from anyone who shares our mission of building impactful, sustainable, and high-performing businesses or projects.

To ensure the right fit and next steps, we encourage reaching out directly to the GPs leading each platform:

  • Real Estate

  • Venture / Growth Equity

  • Private Equity

  • Private Debt

Please visit our Contact Page to get started—and if you’re not sure where to begin, we’ll route your inquiry to the right partner.

Does Beckett Industries invest internationally?

Our primary focus is on the United States, with deep roots in the Midwest—where we have longstanding relationships, on-the-ground insight, and a strong track record across our investment platforms.

That said, we’re open to select international opportunities that align with our mission-driven philosophy, meet our investment criteria, and are supported by trusted local partners.

International investments—particularly in real estate or venture—require strong alignment, clear strategic rationale, and the right infrastructure to execute with excellence. When those elements are in place, we’re willing to explore.

What is Beckett Industries’ investment philosophy?

Our investment philosophy is simple: do well by doing good—and build with purpose.

We focus on opportunities where we can create lasting value through a combination of:

  • Operational expertise

  • Mission alignment

  • A partnership-first mindset

Across all platforms—real estate, venture, private equity, and private debt—we invest in people and projects that deliver strong financial returns and meaningful social, environmental, or community impact.

We don’t chase hype or short-term wins. We invest in what lasts. Because success isn’t just measured in numbers—it’s measured in legacy.

What makes Beckett Industries different from other investment firms?

We’re not just investors—we’re builders, operators, and partners who lead with conviction and invest with purpose.

What sets us apart:

  • Cross-platform expertise
    We operate across real estate, venture, private equity, and private debt, giving us the flexibility to meet opportunities where they are—and bring the right capital, structure, and support.

  • Mission-aligned investing
    We believe in doing well by doing good. Our investments are designed to deliver strong returns and lasting impact—social, environmental, and generational.

  • Hands-on, operator-first approach
    We don’t sit on the sidelines. We roll up our sleeves, help solve real problems, and stay close to the work. Our team has built, scaled, and exited businesses—we know what it takes.

  • Collaborative, relationship-first model
    We partner deeply—with founders, property owners, operators, and LPs—aligning incentives and building trust over time.

We don’t just invest in deals. We invest in people, legacy, and long-term outcomes. That’s what makes Beckett Industries different.

How can LPs or potential investors get involved with Beckett Industries?

We partner with a diverse group of Limited Partners—including institutions, family offices, and high-net-worth individuals—who align with our mission of building high-performing, purpose-driven investments.

If you’re interested in getting involved, we offer multiple ways to participate:

  • Invest through our dedicated funds

  • Join deal-by-deal SPVs across real estate, venture, private equity, and private debt

  • Co-invest alongside us in opportunities aligned with your strategic goals

We value relationships over transactions—so whether you’re looking to deploy capital, gain exposure to curated opportunities, or simply explore alignment, we’d love to connect.

Visit our Contact Page or reach out directly to one of our GPs to start the conversation.

Let’s build something

Beckett Industries is a private alternative asset management firm focused on investing in the lower middle market across four asset classes, including real estate, venture/growth equity, private equity, and private debt. We’re founders, operators, advisors, and investors — your first call when you need help, and the earlier we can talk, the more helpful we can be.

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Beckett Industries is a private alternative asset management firm focused on investing in the lower middle market across four asset classes, including real estate, venture/growth equity, private equity, and private debt.