Focus
Investment Criteria
Businesses should meet most of the following:
- Recurring or predictable revenue streams
- Sustainable margin and profits
- Defensible competitive advantage
- Fragmented market
- Revenue between $5M and $50M
- Headquartered in the U.S.
Partnership Situations
Open to a wide variety of structures, including:
- Recapitalizations of privately-held or family-owned businesses with or without continuing ownership or management
- Companies seeking capital to accelerate organic growth or fund acquisitions
- Management led buyouts of private companies
- Companies facing strategic or operational challenges
Partner Companies
Climatics Mechanical Group
Industry: HVAC & Plumbing Installation, Retrofit, Service & Repair
Initial Investment: 2021
Climatics operates a platform of multiple Commercial and Industrial HVAC, plumbing, building automation, and design-build companies serving the Great Lakes Region. Climatics works with commercial, industrial, medical, logistics, multi-family, and public end markets. Partner companies currently include GHC Mechanical and Jensen's Plumbing & Heating.
*Actively seeking add-ons in the Midwest.
