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 $40M
- 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
Jensen's Plumbing & Heating
Industry: HVAC & Plumbing Installation, Retrofit, Service & Repair
Initial Investment: July 2021
Jensen's Plumbing & Heating (JPH) is an HVAC and plumbing contractor and service provider in the Chicagoland area. JPH serves commercial, industrial, medical, residential, and public end markets.
*Actively seeking add-ons in the Midwest.
GHC Mechanical
Industry: HVAC Installation, Retrofit, Service & Repair
Initial Investment: November 2022
GHC Mechanical is one of the Chicagoland area’s premier commercial Heating, Ventilation, Air Conditioning and Refrigeration (HVAC/R) mechanical contractors and service providers. The Company also provides heating and air conditioning service and maintenance services for the commercial and industrial end markets
*Actively seeking add-ons in the Midwest.
