We make private investments in closely held, Wisconsin-based enterprises. Prime acquisition targets are those in need of capital, talent or other resources to support a seller transition or growth phase. The payoff to investors includes not just above-market returns, but also an opportunity to invest in multiple promising companies via our ever-growing portfolio.
Our Strategic Approach
Identify
Identify
Identify
Leverage our location and experience to identify value acquisitions in the lower middle market.
Acquire
Identify
Identify
Acquire a portfolio of closely held companies to provide risk-adjusted returns to investors.
Create
Identify
Create
Create value through active, engaged management of portfolio companies.