We focus on investing in lower middle market businesses across the United States, particularly in regions with untapped opportunities for growth. While geographically broad, we prioritize businesses where our operational expertise and strategic guidance can create transformative impact. Our investments often target industries such as manufacturing, business services, and consumer products—sectors with scalable models and opportunities for meaningful value creation.

Our team conducts in-depth market analysis to identify businesses that align with our mission-driven philosophy. By combining industry insights with a data-driven approach, we ensure that every investment decision is rooted in potential for long-term success, operational excellence, and alignment with shared values.

We take a holistic approach to evaluating investments, looking beyond the financials to assess the full potential of a business. This includes analyzing market position, growth opportunities, leadership alignment, and operational inefficiencies. Our focus is on businesses with scalable models, strong fundamentals, and untapped potential for strategic growth or operational improvement.

We work closely with leadership teams to understand their vision and long-term goals, ensuring that our partnership is built on mutual trust and alignment. By combining rigorous due diligence with a commitment to collaboration, we’re able to identify businesses where we can create the greatest impact.

While a strong financial track record is important, it’s not the sole determinant of our decisions. We recognize that businesses face challenges, whether due to market shifts, operational inefficiencies, or transitions in leadership. What matters most is the potential for growth and transformation. We look for opportunities to unlock value through operational improvements, process optimization, and strategic guidance.

By focusing on future potential rather than solely past performance, we’re able to partner with businesses that have the capacity to scale, adapt, and lead in their industries. Our role is to provide the resources and expertise to help them achieve that vision.

Our decision-making process is thorough yet efficient, typically taking 8–12 weeks from initial conversation to final investment. This timeframe allows for detailed due diligence, including financial reviews, operational assessments, and alignment discussions with leadership teams.

We understand the importance of timeliness and work collaboratively with business owners to ensure transparency and clarity throughout the process. Our goal is to make informed decisions that set the foundation for a successful and enduring partnership.

Absolutely. Alignment with leadership is a cornerstone of our investment strategy. We look for teams that demonstrate a clear vision, a strong commitment to growth, and a willingness to collaborate. Shared values—such as integrity, resilience, and a mission-driven mindset—are equally important in ensuring a successful partnership.

We believe that businesses thrive when there’s mutual trust and alignment between investors and operators. By partnering with leadership teams who share our philosophy of “doing well by doing good,” we’re able to create lasting value for all stakeholders.

Not every opportunity will be the right fit, but we remain committed to providing value regardless. If a deal doesn’t align with our criteria, we offer constructive feedback to help refine your strategy or identify areas for improvement. Where possible, we leverage our network to connect you with alternative resources or partners better suited to your goals.

Our approach ensures that every conversation—whether or not it leads to an investment—leaves a positive and productive impact, fostering long-term relationships and trust.

Our investment process is designed to be thorough, efficient, and collaborative. It typically takes 8 to 12 weeks from initial discussions to finalizing the investment. The process begins with an introductory conversation to understand your business’s goals, challenges, and opportunities. Once alignment is established, we conduct detailed due diligence, including financial reviews, market analysis, and operational assessments, to ensure a comprehensive understanding of your company.

Throughout the process, we prioritize transparency and collaboration. We work closely with leadership teams to address any questions, explore potential synergies, and establish a clear roadmap for post-investment success. Our goal is to build a strong foundation for partnership, ensuring both immediate and long-term value creation.

We utilize Special Purpose Vehicles (SPVs) to structure investments on a deal-by-deal basis, allowing for flexibility and alignment with the unique needs of each opportunity. SPVs enable us to bring in strategic partners, tailor investment terms, and provide capital in a way that optimizes outcomes for all stakeholders.

This approach benefits businesses by ensuring customized support and benefits investors by offering clarity, control, and targeted opportunities within specific deals. By leveraging SPVs, we maintain agility while delivering value across a diverse range of investments.

Post-investment, we take an active and hands-on approach to partnership. For private equity investments, this means working closely with leadership teams to implement operational improvements, scale efficiently, and unlock growth opportunities. We provide ongoing strategic guidance, access to our extensive network, and resources tailored to your specific needs.

Our focus is on creating long-term value, and we remain deeply involved throughout the investment lifecycle. Whether it’s driving operational excellence, exploring market expansion, or preparing for a future liquidity event, you can count on us to be a committed partner at every stage.

Our private equity investments typically range from $5 million to $20 million per deal. This capital is strategically deployed to drive growth, execute operational improvements, and support key initiatives such as acquisitions, recapitalizations, or transitions. Our approach ensures that the investment aligns with the specific needs and goals of the business, maximizing impact and long-term value creation.

By tailoring our investment size to the unique requirements of each opportunity, we provide the resources needed to scale effectively while maintaining flexibility to address unforeseen challenges or opportunities.

Yes, we typically take the lead in our private equity investments. As lead investors, we provide not only capital but also strategic direction, operational expertise, and a clear vision for growth. We actively collaborate with leadership teams and other stakeholders to ensure alignment and drive success.

Our leadership in deals extends beyond financial involvement. We bring decades of experience, a robust network of partners, and a hands-on approach that differentiates us as more than just capital providers.

Our private equity platform is built on a foundation of collaboration, operational expertise, and a mission-driven philosophy. We don’t just invest capital; we become true partners in your business, working alongside your team to address challenges, unlock growth opportunities, and create lasting value. By focusing on the lower middle market, we bring a deep understanding of the unique needs and potential of businesses in this space.

What sets us apart is our hands-on approach. From optimizing operations to driving strategic initiatives, we immerse ourselves in the day-to-day to ensure that every decision aligns with your vision and goals. Our commitment to “doing well by doing good” means we prioritize ethical practices, sustainable growth, and the long-term success of all stakeholders.

We take a holistic approach to growth, addressing both operational inefficiencies and market opportunities. Our team works closely with leadership to refine strategies, improve processes, and optimize performance. Whether it’s scaling operations, expanding into new markets, or executing a roll-up strategy, we provide the resources, expertise, and strategic guidance needed to achieve sustainable growth.

In addition, we leverage our extensive network to connect you with key partners, industry experts, and capital sources. From identifying synergies in acquisitions to streamlining supply chains, we focus on creating value across every aspect of your business.

We believe that strong leadership is the backbone of every successful business. Post-investment, we collaborate with your leadership team to drive strategic decision-making, implement operational improvements, and achieve long-term objectives. Our role is to provide guidance and support while empowering your team to lead with confidence.

Through regular check-ins, strategy sessions, and hands-on involvement, we ensure that leadership teams have the resources and insights they need to succeed. Whether it’s navigating complex market dynamics or planning for a liquidity event, we are with you every step of the way.

We prioritize partnering with businesses and leadership teams that share our commitment to integrity, collaboration, and long-term thinking. Our philosophy of “doing well by doing good” guides every decision we make, ensuring that our investments benefit not just our partners but also their employees, customers, and communities.

By fostering a shared vision and values, we create partnerships that are built on trust, mutual respect, and a commitment to success. This alignment ensures that our work together generates meaningful and lasting impact.

While our primary focus is on the U.S., particularly the Midwest, we remain open to international opportunities that align with our mission-driven philosophy and investment criteria. For global projects, especially in real estate or venture, we collaborate with trusted partners to ensure alignment and success.

Our philosophy is rooted in “doing well by doing good.” We aim to create lasting value by combining operational expertise, mission alignment, and a partnership-first approach. Across all three platforms, we focus on opportunities that balance financial returns with meaningful societal and environmental impact.

We stand out due to its multidisciplinary expertise across real estate, venture, and private equity. We combine a mission-driven philosophy, hands-on operational involvement, and a collaborative approach to deliver exceptional results. Our ability to align financial success with sustainable impact ensures that we build enduring value for all stakeholders.

We partner with a diverse mix of Limited Partners (LPs), including institutional investors, family offices, and individuals, who share our vision and values. If you’re interested in exploring investment opportunities across our platforms, please visit our contact page to start the conversation. We look forward to aligning our expertise and resources with your goals.