Business acquisition criteria
A direct buyer of private companies focused on long-term stewardship in the Midwest
Our approach to buying private companies
We look for established businesses where we can serve as a permanent home for your legacy and we know that the most interesting partnerships often come from unexpected places. Our team believes in serendipity and we frequently find value in unusual circumstances that might not align with a standard checklist so we view the figures below as a helpful guide rather than a rigid rule. No two transactions are alike and we encourage you to reach out even if your company looks different than the metrics suggested here because we prioritize the potential for a relationship over a specific financial profile.
Target Financial Profile
-
Revenue: $5 million to $50 million
-
EBITDA: $1 million to $10 million
-
Profitability: Consistent history of positive cash flow
-
Capital Structure: We use low leverage to ensure business stability
Preferred Industries & Geography
-
Location Agnostic. While our current holdings are headquartered in the Midwest (WI, PA, OH), we actively acquire companies across the United States and have a global presence.
-
Sectors: Niche manufacturing, industrial services, value-added distribution, B2B services
-
Business Type: Privately held or family-owned companies
Acquisition Transaction Types
-
Majority Recapitalization: Owner takes chips off the table but retains equity (typically 15-25%)
-
100% Buyout: Full exit for owners seeking retirement
-
Management Buyouts (MBO): Partnering with existing management to buy the company
Our Ideal Partner
We work best with companies that serve a critical function in their specific industry and have a defensible market position. We are interested in businesses that act as a vital link in the supply chain or provide a specialized service that is difficult to replace.
You might be considering a sale because you want to simplify your estate or perhaps you are looking for a partner to help shoulder the burden of growth while you stay involved. We thrive in situations where the current leadership wants to remain at the helm and retain a meaningful stake in the future success of the company. We adapt to your operational methods rather than imposing a rigid playbook and our goal is to protect the culture you built over decades of hard work.
The process
Selling a business is a complex emotional decision and we believe it should start with a simple conversation rather than a formal presentation. We approach every introduction with the hope of learning about a fellow local business leader and we are happy to simply buy you a cup of coffee to hear your story. If you are exploring succession planning or just want to understand what a valuation might look like for your specific situation then please reach out to us directly.
Address
100 North Corporate Drive
Suit 160
Brookfield, Wisconsin 53045
Phone
414-396-4865
