Investment Universe
We seek to invest in lower middle market companies that other investors often overlook. We specialize in sourcing companies that need our help to enhance and establish their organic sales process or who can form the basis of an acquisitions strategy to consolidate within their industry. We target companies with growing historical results, positive EBITDA, and where we can take a control ownership position or have significant value add impact.
Current Portfolio
We seek to purchase companies that understand their industry and need external help to boost organic sales or execute on an acquisitions strategy. These companies typically feature smart operators, recurring revenue, and are in overlooked industries. Our investments focus on growth rather than simply cutting costs and our direct involvement centers on helping each business scale via:
Organic Growth
Acquisitive Growth
We seek to invest in lower middle market companies that other investors often overlook. We specialize in sourcing companies that need our help to enhance and establish their organic sales process or who can form the basis of an acquisitions strategy to consolidate within their industry. We target companies with growing historical results, positive EBITDA, and where we can take a control ownership position or have significant value add impact.
Current Portfolio
We seek to purchase companies that understand their industry and need external help to boost organic sales or execute on an acquisitions strategy. These companies typically feature smart operators, recurring revenue, and are in overlooked industries. Our investments focus on growth rather than simply cutting costs and our direct involvement centers on helping each business scale via:
Organic Growth
- Bridge FT - Bridge provides software to financial advisors that leverages automation and a market data engine to streamline recurring functions such as portfolio accounting and client billing. Their software works alongside existing tools and Bridge partners with brokers such as Fidelity and Charles Schwab.
- Clare Controls - Clare Controls designs and manufactures security and home automation products for the residential market that integrate with over 1,800 national brand products. Clare primarily sells direct to home builders or via distributor partners, and offers security, automation, video, and energy management solutions.
Acquisitive Growth
- Optio RX - Optio RX is a specialty pharmacy platform providing customized medications to patients in growing therapy classes such as fertility, dermatology, veterinary, HRT, and others. Optio is an investment made in partnership with Cold Bore Capital, a fellow private equity sponsor based in Chicago.
- First Choice Lab Group - First Choice Lab Group is a full service dental laboratory that manufactures quality restorations including crowns, bridges, implants, dentures, and other products for sale to dental practices. The platform serves nationwide customers from its current production facilities in Chicago, IL and Milwaukee, WI.