Delivers more than expected
Michigan family office
Michigan FO
And Direct Private
Investments
Investments
Strategies
Real Estate
Current assets today include:
- A Portfolio of Commercial Real Estate Assets
- Retail Stores
- Storage Units properties
Operating Business
Portfolio
We are open to investing our patient capital into a broad variety of direct investment opportunities but we would prefer the following:
- $500,000+ EBITDA-producing businesses during the last full year of operations
- Only U.S.-based operating businesses (nothing international, for now)
- Preference given to businesses based in Michigan, West coast to Midwest, and California, but we consider opportunities across the nation.
- Operating businesses with a real estate component are of particular interest
- We buy distressed assets
Operating Business
Our Portfolio
1. Technology Services
2. Financial Services
3. Senior Living
4. Hospitality
5. Land Development
6. Student Housing
Sector Focus
1. Business to Business technology
service companies
2. Financial Service companies
3. Women Led Companies
Structure
1. Growth Capital
2. Majority Ownership
3. Leveraged Buyouts
4. Bank Financing
Criteria
1. U.S. based acquisitions near major
metropolitan areas
2. $500,000 – $3,500,000 in EBITDA
3. EBITDA margin of 18% plus
4. Financial Services Investments
5. Non Cap-X intensive companies
preferred
6. Up to $25M acquisition size
7. Majority ownership
8. Recurring revenue
9. Annual Revenue Growth
10. Growth Industry
11. Management to remain active in the
business
12. Bank financing and references
available