IVCA 2018 Directory.qxd

companies in partnership with outstanding executives and management teams.
With deep expertise in the healthcare reimbursement and regulatory environments, the Cressey & Company team has invested in almost every for-profit niche of healthcare. The following are some of the healthcare segments in which the Cressey & Company team has invested through our current fund and the predecessor funds:
• Healthcare Segments • Inpatient Facilities
Inpatient Facilities • Acute Care
• Rehab
• LTACH
• Psychiatric Facilities
Information Technology • Clinical
• Financial Operations • Analytics
Homecare
• Hospice
• Home Nursing • Home Infusion
Specialty Facilities • Dental
• Behavioral RTCs
• Veterinary Hospitals
Outpatient Services • Wound Care
• Physical Therapy • Dialysis
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Outsourced Services
• Diagnostic Services
• Physician Partnerships • Healthcare Education • Specialty Distribution
Cressey & Company has developed a distinctive investment strategy. The Firm’s research-intensive screening process combined with its vast network of healthcare relationships, enables it to focus its resources on a carefully selected number of high-potential target areas each year. As a result of this focus, Cressey & Company is an exceptionally strong partner to management teams, portfolio companies, local communities and investors.
Firm Contacts:
Merrick Axel
[email protected]
Bary Bailey [email protected]
Bryan Cressey [email protected]
Ralph Davis [email protected]
Steven Dildine [email protected]
Peter Ehrich [email protected]
William Frist, MD [email protected]
Benjamin Herman [email protected]
Meghan Jahn [email protected]
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Scott Maskalunas
[email protected]
Brennan Murray [email protected]
Ryan Moseley [email protected]
Melissa Mueller [email protected]
Shelby Okun [email protected]
Stephen Phenneger [email protected]
Suzanne Reiss
David Rogero [email protected]
Alex Stansell [email protected]
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Duchossois Capital Management
Founding Member
444 West Lake Street, Suite 2000 Chicago, IL 60606
Phone: 630/501-2300 www.dcmllc.com/
Investor Type: Other (Both LP and Direct) Source of Funding: Family Office
Year Founded: 1998
Assets Under Management: >$(MM) 2000 VC AUM: 100
Industry Preference: All
Stage Preference: VC-EARLY STAGE, GROWTH STAGE,
BUYOUTS
Investment Size Preference: All Ownership Preference: Minority
Description: Duchossois Capital Management is a private investment firm owned by the Duchossois Family that creates long-term value by applying the extensive industry knowledge, operational expertise and permanent capital base developed over seven decades to attractive investment opportunities.
DCM seeks to invest across various stages of a company’s development from growth stage to later stage utilizing its unique form of capital to make investments in public and private companies, private investment funds, co-investment opportunities, real estate and leasing.
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Firm Contacts:
Lauren Bugay
[email protected]
Mike Flannery [email protected]
Jason Moskowitz [email protected]
Eric Reeves [email protected]
Rohit Seth [email protected]
Michelle Waldusky [email protected]
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Dundee Venture Capital
1111 N. 13th Street, Studio 119 Omaha, NE 68102
Phone: 402/850-1802 www.dundeevc.com
Investor Type: Direct Investor
Source of Funding: VC Fund (GP/LP)
Year Founded: 2010
Assets Under Management: $(MM) 21
VC AUM: $(MM) 21
Industry Preference: E-commerce, B2B SaaS, or consumer networks
Stage Preference: VC-SEED STAGE, VC-START UP, VC-EARLY STAGE
Investment Size Preference: <$1M-$3 Million Ownership Preference: Minority
Description: Dundee Venture Capital invests $50,000- $750,000 in high-growth, early-stage technology companies. We will invest across industries in founding teams we believe in, but shy away from life sciences and hardware. We like to invest in what we know. For that reason, most of our investments are in e-commerce, B2B SaaS, or consumer networks. We aren't just about funding startups. We want to build lasting partnerships with our founders. We choose opportunities based on our belief in the business and the founders alike, so we're there every step of the way. Sometimes what we have to offer is tough love. Other times we're a trusted resource. But every time, we're your biggest supporter. We also like to keep our money in the Midwest. From Boulder to Kansas City and Chicago to our hometown of Omaha, we invest in startups from a region that's equally as innovative but historically ignored.
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Firm Contacts:
Greg Beaufait
[email protected]
Beth Engel [email protected]
Mark Hasebroock [email protected]
John Jenkins [email protected]
Zach Spohler [email protected]
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The Edgewater Funds
Founding Member
900 North Michigan Avenue, Suite 1800 Chicago, IL 60611
Phone: 312/649-5666 www.edgewaterfunds.com
Investor Type: Direct Investor
Source of Funding: PE Fund (GP/LP)
Year Founded: 1991
Assets Under Management: $(MM) 2,400 Buyouts AUM: $(MM) 2,400
Industry Preference: Generalist
Stage Preference: GROWTH STAGE, BUYOUTS, PIPES Investment Size Preference: $10M-$50 Million Ownership Preference: Minority, Control
Description: The Edgewater Funds is a private equity firm based in Chicago, Illinois with $2.4 billion in committed capital. Edgewater’s investment approach focuses on funding high quality middle market companies where we can add substantial value through our capital, our experience and our broad network. Often the profitable growth companies in which we invest are not actively seeking capital and it is our demonstrated ability to help accelerate growth that attracts these companies to a partnership with Edgewater. We are able to structure both growth equity (minority) and buyout investments to accommodate the needs of each investment situation.
What truly sets Edgewater apart is the wealth of experience that our team brings to our investments. Edgewater’s founding partners have been successful CEOs and business leaders themselves. We believe that the perspective our team brings enables us to be effective partners with our portfolio company leaders.
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Firm Contacts:
James Gordon
[email protected]
John Malloy [email protected]
Matt Norris [email protected]
Brian Peiser [email protected]
Patrick Peltz [email protected]
David Tolmie [email protected]
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Financial Investments Corporation
50 E. Washington St., Suite 400 Chicago, IL 60602
Phone: 312/494-4513 www.fic-cep.com
Investor Type: Direct Investor
Source of Funding: Family Office
Year Founded: 1994
Industry Preference: Business Services, Consumer Services, Education, Financial Services
Stage Preference: GROWTH STAGE, BUYOUTS Investment Size Preference: $10M->$30 Million Ownership Preference: Control
Description: Financial Investments Corporation ("FIC") is a private asset management firm that manages investments including: public and private equities, real estate and fixed income securities. FIC's internal private equity team invests directly into private companies through its private investment firm Concentric Equity Partners.
Concentric Equity Partners is a private investment firm based in Chicago, IL. We provide capital and experience to profitable growth businesses run by outstanding management teams. Our approach is to support entrepreneurs with capital, operating expertise and industry knowledge.
Concentric's principals have distinguished track records as operators and professional investors in a variety of growth oriented middle market companies.
Concentric is the direct investing arm of Financial Investments Corporation ("FIC"), a private asset management firm with over $1 billion in private equity commitments under management.
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Firm Contacts:
Jack Dickens
[email protected]
Kenneth Hooten [email protected]
Nick Sayers [email protected]
Jennifer Steans [email protected]
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First Analysis
Founding Member
One S. Wacker Drive, Suite 3900 Chicago, IL 60606
Phone: 312/258-1400 www.firstanalysis.com
Investor Type: Direct Investor
Source of Funding: VC Fund (GP/LP) Year Founded: 1981
Assets Under Management: $(MM) 246 VC AUM: $(MM) 228
SBIC Equity: No
SBIC Debt: No
Industry Preference: e-Commerce Optimization; Human Capital Technology; Cyber Security Infrastructure; Internet of Things; Med/Pharma Technology; Healthcare Analytics; Environmental Technology
Stage Preference: VC-EARLY STAGE, VC-EXPANSION/GROWTH STAGE, GROWTH STAGE, BUYOUTS
Investment Size Preference: $3M-$30 Million
Ownership Preference: Minority, Control
Description: First Analysis is a leading venture capital investor, now in its fourth decade of venture investing and investing from its 13th fund. We use our integrative research process to uncover and leverage the best opportunities in emerging high- growth segments in technology and healthcare for the benefit of the investors and growth companies we serve, as well as our broader society and environment. The integrative research process drives success by unifying naturally divergent
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perspectives, capabilities, skillsets, and relationships. The process integrates 1) dynamic investment research on thousands of publicly traded and privately held companies with 2) thousands of relationships among executives, investors, and other key participants in our focus areas, yielding a deep, comprehensive understanding of each segment’s near-term and long-term potential. We help established companies become profitable leaders in large markets, funding growth plans and working closely with management in areas including strategy, recruitment, sales and marketing, and corporate development. Our flexible approach targets investing $3-10 million as lead investor or as a syndicate partner who brings valuable perspective.
Firm Contacts:
Lesli Babbs
[email protected]
Larry Berlin [email protected]
Joseph Chopp [email protected]
Alice Epstein aepstein@@firstanalysis.com
Clement Erbmann [email protected]
Brian Friedman [email protected]
David Gearhart [email protected]
Corey Greendale [email protected]
Jeffrey Holmes [email protected]
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Matthew Kelly
[email protected]
Dave Leshuk [email protected]
James Macdonald [email protected]
Tracy Marshbanks [email protected]
Anita McFarlane [email protected]
Joseph Munda [email protected]
F. Oliver Nicklin [email protected]
Matthew Nicklin [email protected]
Jeff Parkinson [email protected]
Steven Schwartz [email protected]
Chris Sexton [email protected]
Daniel Smereczynski [email protected]
Howard Smith [email protected]
Angela Soliz [email protected]
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Frank Sparacino
[email protected]
Thomas Swann [email protected]
David Vercoutere [email protected]
Ken Wang [email protected]
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Frontenac
Founding Firm
One South Wacker, Suite 2980 Chicago, IL 60606
Phone: 312/368-0044 www.frontenac.com
Investor Type: Direct Investor
Source of Funding: PE Fund (GP/LP)
Year Founded: 1971
Assets Under Management: $(MM) 500 Buyouts AUM: $(MM) 500
Industry Preference: Services, Industrial, and Food Stage Preference: BUYOUTS
Investment Size Preference: $10M-$30 Million Ownership Preference: Control
Description: Frontenac is a leading private equity firm, based in Chicago. The firm focuses on investing in lower middle market buyout transactions in the food, industrial, and services industries. We work in partnership with proven operating leaders, through our executive-centric approach called CEO1ST, to identify, acquire, and build market leading companies through transformational acquisitions and operational excellence. The firm has built a leading franchise working with over 225 owners of mid-sized businesses, almost always families or founders, as they address complex transition issues of liquidity, management enhancement, and growth planning. For more information, please visit www.frontenac.com.
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Firm Contacts:
Julie Bender
[email protected]
Paul Carbery [email protected]
Walter Florence [email protected]
Teri Gjestvang [email protected]
Ronald Kuehl [email protected]
Michael Langdon [email protected]
Joseph Rondinelli [email protected]
Neal Sahney [email protected]
Kristen Trotta [email protected]
Elizabeth Williamson [email protected]
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GE Ventures
500 West Monroe Street Chicago, IL 60606 Phone: 312/441-7112 www.geventures.com
Investor Type: Direct Investor
Source of Funding: Corporate VC
Year Founded: 2013
Assets Under Management: $(MM) 500
Buyouts AUM: $(MM) 500
Industry Preference: Industrial/Energy
Stage Preference: VC-EARLY STAGE, VC-EXPANSION/GROWTH STAGE
Investment Size Preference: $3M-$10 Million Ownership Preference: Minority
Description: GE Ventures is committed to identifying, scaling and accelerating ideas that will make the world work better. Focused on the areas of software and analytics, advanced manufacturing, energy and healthcare, GE Ventures helps entrepreneurs and start-ups succeed by providing access to GE's technical expertise, capital and opportunities for commercialization through GE's global network of business, customers and partners.
Firm Contacts:
Karen Kerr
[email protected]
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Growth Catalyst Partners
318 W Adams Street, 16th Floor Chicago, IL 60606
Phone: 312/385-0850 www.growthcatalystpartners.com
Investor Type: Direct Investor
Source of Funding: Pledge Fund/Fundless Sponsor
Year Founded: 2017
Industry Preference: Marketing, information, media and business services
Stage Preference: BUYOUTS Firm Contacts:
Scott Peters
[email protected]
Jim TenBroek [email protected]
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GTCR LLC
300 North LaSalle Street, Suite 5600 Chicago, IL 60654
Phone: 312/382-2200 www.gtcr.com
Investor Type: Direct Investor
Source of Funding: PE Fund (GP/LP)
Year Founded: 1980
Assets Under Management: $(MM) 8,200
Buyouts AUM: $(MM) 8,200
Industry Preference: Financial Services, Healthcare Services Stage Preference: BUYOUTS
Description: Founded in 1980, GTCR is a leading private equity firm focused on investing in growth companies in the Financial Services & Technology, Healthcare, Technology, Media & Telecommunications and Growth Business Services industries. The Chicago-based firm pioneered The Leaders Strategyâ„¢ - finding and partnering with management leaders in core domains to identify, acquire and build market-leading companies through transformational acquisitions and organic growth. Since its inception, GTCR has invested more than $12 billion in over 200 companies. For more information, please visit www.gtcr.com
Firm Contacts:
Mark Anderson
[email protected]
Rishi Bhandari [email protected]
Craig Bondy [email protected]
Philip Canfield [email protected]
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David Coghlan
[email protected]
Aaron Cohen [email protected]
Radu Cret [email protected]
Sean Cunningham [email protected]
Benjamin Daverman [email protected]
Matthew Dennett [email protected]
David Donnini [email protected]
Joshua Earl [email protected]
Tom Ehrhart [email protected]
Sylvia Flores [email protected]
Sebastian Garcia [email protected]
Preston Han [email protected]
Jacqueline Hawwa [email protected]
Jeffrey Heh [email protected]
Michael Hollander [email protected]
Richard Iorio [email protected]
Stephen Jeschke [email protected]
Patrick Kissling [email protected]
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Mike Lomio
[email protected]
KJ McConnell [email protected]
Daniel McDonough [email protected]
Christian McGrath [email protected]
Constantine Mihas [email protected]
Alexander Page [email protected]
Natalie Riemer [email protected]
Collin Roche [email protected]
Brett Rocheleau [email protected]
Schrey Sheyte [email protected]
Melissa Siochi [email protected]
Jonathan Skekloff [email protected]
Christopher Smith [email protected]
Ari Sunshine [email protected]
Anna May Trala [email protected]
Benjamin Weiner [email protected]
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Neil Willis
[email protected]
Kevin Yao [email protected]
Brandon Zhang [email protected]
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Harrison Street Capital
444 W. Lake, Suite 2100
Chicago, IL 60606 www.harrisonst.com/galvin-initiatives
Investor Type: Direct Investor Source of Funding: Family Office Stage Preference: ANY STAGE
Description: In addition to their role in Harrison Street Real Estate Capital ("HSRE"), Chris and Mike Galvin have made a series of buyout/build-up and early stage private equity investments utilizing Galvin only capital via their investment entity Harrison Street Capital. It is envisioned that, when appropriate, these non-real estate operating platforms may offer the opportunity for current investors in HSRE to co-invest with the Galvins.
The Galvins combine proven corporate value creation and management innovation rigor with private equity financing skill to achieve superior absolute return. Their investment focus is:
• Essential Sectors.
• Growth oriented, yet less cyclical, business sectors (consistent
with HSRE's sector focus)
• Target Companies that are: Asset Light with Exceptionally High
Return on Capital Business Models
• Capital efficiency, not just cost cutting and excessive leverage,
drives higher margins/cash flow necessary to expand one's
multiple.
• Scalable Services or Product
• Sustainable & scalable competitive advantages in their
segments. And susceptible to bolt-on acquisition integrations.
• Recurring Revenue & Expandable Margins
• Target companies that can defend, expand & scale their
margins.
• Experienced/Mature Management Open to Management
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Innovation
• Not just experienced, but open to evolving in business process
leadership renewal necessary to grow with their businesses.
Harrison Street University: Established 'university' of Six Sigma quality senior executives (with whom the Galvins have long and successfully worked) available to mentor not only the CEO, but the all important line managers in charge of strategy execution, respectively.
Examples of the Galvins investments include: MCR, LLC to which US government defense, intelligence and critical civil safety agencies outsource sophisticated procurement management services such as strategic planning, cost and schedule analysis, acquisition management, and program/procurement assessment. In addition, UniqueSoft LLC automates as a service the design and programming of large, complex software products/systems to cut the cost and cycle time to market with higher quality of such sophisticated products/systems.
Firm Contacts:
Chris Galvin
[email protected]
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H.I.G. Capital
155 N. Wacker Drive, Suite 840 Chicago, IL 60606
Phone: 312/21401234 www.higcapital.com
Investor Type: Direct Investor
Year Founded: 1993
Assets Under Management: $(MM) 2,400
Stage Preference: GROWTH STAGE, BUYOUTS
Industry Preference: TMT, Healthcare, Business Services and Financial Services
Ownership Preference: Control
Description: We are focused on one thing - helping our companies build market leading positions.
H.I.G. is a leading global private equity investment firm with $24 billion of equity capital under managment.* We have offices in the U.S. (Miami, New York, Boston, Chicago, Dallas, Los Angeles, San Francisco and Atlanta), Europe (London, Hamburg, Luxembourg, Madrid, Milan and Paris), and South America (Bogotá, Mexico City and Rio de Janeiro). We specialize in providing capital to small and medium-sized companies where we can play a significant role in helping to unlock the value potential therein.
We align ourselves with visionary management teams and entrepreneurs, who take substantial equity positions in their companies, and help build businesses of significant value. Our team has substantial operating, consulting, technology and financial management experience, enabling us to contribute meaningfully to our portfolio companies.
H.I.G.’s investments fall into two categories:
1. Management-led buyouts or recapitalizations of well
established, profitable, manufacturing and service businesses.
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2. Growth/Development capital investments in promising high growth companies.
Since our founding in 1993, we have been an active investor, acquiring more than 300 businesses, and have provided growth capital to a long list of promising growth-oriented companies. We invest in attractive companies throughout the United States, Europe and South America.
Firm Contacts:
John Yeager
[email protected]
Peter McLaughlin [email protected]
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High Street Capital
150 North Wacker Drive, Suite 2420 Chicago, IL 60606
Phone: 312/423-2650 www.highstreetcapital.com
Investor Type: Direct Investor
Source of Funding: PE Fund (GP/LP)
Year Founded: 1997
Assets Under Management: $(MM) 130 VC AUM: $(MM) 130
Industry Preference: Outsourced Business Services, Manufacturing, Distribution and Logistics. We do not focus on Consumer Branded, Retail, Entertainment, Large Capital Equipment Mfgrs or businesses selling largely to big box retailers.
Stage Preference: GROWTH STAGE, BUYOUTS, SPECIAL SITUATIONS
Investment Size Preference: $1M-$30 Million Ownership Preference: Control
Description: Founded in Chicago in 1997, High Street Capital is a leading private equity fund providing flexible capital and operating experience to lower middle market businesses in the greater Midwest, Southeast and Southwest United States. We currently manage over $120 million in committed capital.
We look to acquire, recapitalize, and provide growth equity capital to service businesses, niche manufacturers and value- added distributors with revenues of $10 to $100 million. With our affiliates, we provide up to $20 million of equity per investment and will complete both control and non-control investments.
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Firm Contacts:
Charles Bossart
[email protected]
Robert France [email protected]
Kent Haeger [email protected]
Joseph Katcha [email protected]
Richard McClain [email protected]
Andrew Simmons [email protected]
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Hyde Park Angels
222 W. Merchandise Mart Plaza, Suite 1212 Chicago, IL 60654
Phone: 312/659-7171 www.hydeparkangels.com
Investor Type: Direct Investor
Source of Funding: Angel Investor
Year Founded: 2006
Assets Under Management: $(MM) 42
Industry Preference: Technology-enabled businesses across many industries from healthcare to fintech
Stage Preference: ANGEL
Investment Size Preference: up to $1 Million Ownership Preference: Minority
Description: Hyde Park Angels is the largest and most active angel group in the Midwest. With a membership of over 100 successful entrepreneurs, executives, and venture capitalists, the organization prides itself on providing critical strategic expertise to entrepreneurs and the entrepreneurial community. By leveraging the members' deep and broad knowledge of multiple industries and financial capital, Hyde Park Angels has driven multiple exits and invested millions of dollars in over 40 portfolio companies that have created over 680 jobs in the Midwest since 2006.
Firm Contacts:
Bess Goodfellow
[email protected]
Alida Miranda-Wolff [email protected]
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Michael Sachaj
[email protected]
Peter Wilkins [email protected]
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Hyde Park Venture Partners
440 N Wells, Suite 420 Chicago, IL 60606 Phone: 312/857-2800 www.hydeparkvp.com
Investor Type: Direct Investor
Source of Funding: VC Fund (GP/LP)
Year Founded: 2011
Assets Under Management: $(MM) 40
VC AUM: $(MM) 25
Industry Preference: Software
Stage Preference: VC-SEED STAGE, VC-START UP, VC-EARLY STAGE
Investment Size Preference: <$1M-$3 Million
Ownership Preference: Minority
Description: Hyde Park Venture Partners (HPVP) is an early stage venture capital fund investing in early stage technology companies in the Midwest, with particular focus in Chicago. HPVP invests in technology-enabled business and consumer services and healthcare IT companies raising their first or second round of institutional capital, ranging in total size from $750K to $2.5M. HPVP draws on its strategic relationship with Hyde Park Angels (HPA) to provide industry and business expertise to its portfolio companies through a network of more than 90 seasoned business executives, entrepreneurs and service professionals. HPVP's principals and the HPA network take an active role in mentoring and guiding portfolio companies in product development, business strategy, financing and exit through both formal director roles and informal mentorship relationships.
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Firm Contacts:
Greg Barnes
[email protected]
Ira Weiss [email protected]
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IllinoisVENTURES, LLC
2242 W. Harrison St., Suite 201 Chicago, IL 60612
Phone: 312/251-0700 www.illinoisventures.com
Investor Type: Direct Investor
Source of Funding: VC Fund (GP/LP)
Year Founded: 2000
Assets Under Management: $(MM) 65
VC AUM: $(MM) 65
Industry Preference: Information technologies, physical sciences, life sciences and clean technology
Stage Preference: VC-SEED STAGE, VC-START UP, VC-EARLY STAGE
Description: Illinois Ventures is a seed and early-stage technology investment firm focused on research-derived companies in information technologies, physical sciences and life sciences, with a particular emphasis on those deriving from research conducted at the University of Illinois and other regional research institutions.
IllinoisVentures works with inventors & entrepreneurs to mold concepts, vision, intellectual property, sweat and passion into breakthrough, high-growth companies.
Firm Contacts:
Nancy Sullivan
[email protected]
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Jump Capital LLC
600 W. Chicago Ave, Suite 825 Chicago, IL 60654
Phone: 312/205-8390 www.jumpcap.com
Investor Type: Direct Investor
Source of Funding: VC Fund (GP/LP)
Year Founded: 2012
Industry Preference: Technology across all sectors Stage Preference: VC-EXPANSION/GROWTH STAGE Investment Size Preference: $3M-$5 Million
Description: Jump Capital is a venture capital firm specializing in Series A & B expansion stage investments in technology and software, with offices in Chicago, New York and San Francisco. Through its team of seasoned operators, Jump Capital provides advocacy and support complemented with institutional-level resources for entrepreneurs. Learn more at www.jumpcap.com, and follow us on Twitter @jumpcapital.
Firm Contacts:
Sach Chitnis
[email protected]
Mike McMahon [email protected]
Saurabh Sharma [email protected]
Garrett Vygantas, M.D. [email protected]
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LaSalle Capital
70 W. Madison Street, Suite 5710 Chicago, IL 60602
Phone: 312/236-7041 www.lasallecapitalgroup.com
Investor Type: Direct Investor
Source of Funding: PE Fund (GP/LP)
Year Founded: 2004
Assets Under Management: $(MM) 330
Buyouts AUM: $(MM) 330
Industry Preference: Food and Beverage; Outsourced Business Services; Healthcare Services
Stage Preference: GROWTH STAGE, BUYOUTS, MEZZANINE Investment Size Preference: $5M-$30 Million Ownership Preference: Control
Description: Since 2004, LaSalle Capital has partnered with over 40 companies in the lower middle market to drive growth and create value. We utilize a strategic and collaborative approach that respects the knowledge of those who have built the businesses we acquire and leverages our industry expertise and successful formula for growing and developing small businesses. LaSalle's co-founders, Jeff Walters and Rocco Martino, have been investing in the lower middle market since the mid-1980s and our firm is built on the foundation of their investment experience.
The LaSalle Capital team has grown to 10 investment professionals. We have also deepened our industry expertise in the food and beverage, outsourced tech enabled business services, and value-added manufacturing and distribution sectors and are uniquely positioned to create value for companies in these industries. We currently manage two funds totaling over $330 million in committed capital.
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We approach each investment with a strategy for growing and enhancing the operations of companies we acquire, thereby creating value for owners and management teams. We understand the unique needs of entrepreneur- and family-owned businesses and how best to structure transactions that work for all parties. We strive to partner with exceptional management teams who have a passion for their business, and who seek additional capital and expertise to fully realize their business goals.
We look for investments with the following characteristics:
• Strong, defensible market position
• Significant potential for long-term growth
• Stable and predictable cash flow
• Talented management team with a personal investment in the business
• Diversified customer base
Most of our platform investments are in companies with: • Revenue between $10 and $100 million
• EBITDA over $2 million
We seek to invest between $5 and $30million in each platform, often through a series of investments to fund growth, plant expansion and acquisitions.
Firm Contacts:
Ryan Anthony
[email protected]
Nicholas Christopher [email protected]
Kelly Cornelis [email protected]
Rocco Martino [email protected]
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David Murav
[email protected]
Andrew Shackelford [email protected]
Jeffrey Walters [email protected]
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Limerick Investments LLC
849 N. Franklin, #1114 Chicago, IL 60610 Phone: 630/253-6654
Investor Type: Direct Investor
Source of Funding: Family Office
Year Founded: 2011
Assets Under Management: $(MM) 10
VC AUM: $(MM) 10
Stage Preference: VC-SEED STAGE, VC START-UP Ownership Preference: Minority
Description: Limerick Investments, LLC empowers exceptional entrepreneurs to pursue emerging ideas and markets through disruptive strategies and technologies.
Firm Contacts:
Robert Fealy
[email protected]
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Linden Capital Partners
150 N. Riverside Plaza, Suite 5100 Chicago, IL 60606
Phone: 312/506-5600 www.lindenllc.com
Investor Type: Direct Investor
Source of Funding: PE Fund (GP/LP)
Year Founded: 2002
Assets Under Management: over $(MM) 1,325 Buyouts AUM: over $(MM) 1,300
Industry Preference: Healthcare and Life Sciences Stage Preference: BUYOUTS
Investment Size Preference: >$50 Million Ownership Preference: Control
Description: Linden Capital Partners is a Chicago-based private equity firm focused exclusively on leveraged buyouts in the healthcare and life science industries. Linden's strategy is based upon three elements: i) healthcare and life science industry specialization, ii) integrated private equity and operating expertise, and iii) strategic relationships with large corporations. Linden invests in middle market platforms in the medical products, specialty distribution, pharmaceutical, and services segments of healthcare.
Firm Contacts:
Michael Bernard
[email protected]
Joseph Bernardo [email protected]
Anthony Davis [email protected]
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Pat Donnelly
[email protected]
Michael Farah [email protected]
Michael Fiore [email protected]
Max Gaby [email protected]
Gary Kagan [email protected]
Chris Kolber [email protected]
Ron Labrum [email protected]
Brian Miller [email protected]
Gerard Moufflet [email protected]
Jack Neal [email protected]
John Poulos [email protected]
Joshua Reilly [email protected]
Kamlesh Shah [email protected]
Piyush Shukla [email protected]
Mark Sullivan [email protected]
Doug VanDegrift [email protected]
Ernest Waaser [email protected]
Michael Watts [email protected]
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Madison Dearborn Partners LLC
70 West Madison, Suite 4600 Chicago, IL 60602
Phone: 312/895-1000 www.mdcp.com
Investor Type: Direct Investor
Source of Funding: PE Fund (GP/LP)
Year Founded: 1992
Assets Under Management: $(MM) 12,500 Buyouts AUM: $(MM) 13,000
Industry Preference: Basic Industries, Business & Government Services, Consumer, Financial & Transaction Services, Health Care, Telecom, Media & Technology Services
Stage Preference: GROWTH STAGE, BUYOUTS Investment Size Preference: >$50 Million Ownership Preference: Minority, Control
Description: Madison Dearborn Partners, LLC is a leading private equity investment firm based in Chicago, Illinois. Since MDP's formation in 1992, the firm has raised six funds with aggregate capital of over $18 billion and has completed approximately 130 investments. Prior to forming the firm, MDP's founders built a $2.6 billion management buyout and venture capital portfolio at First Chicago Corporation dating back to the early 1980s. MDP's objective is to invest in companies in partnership with outstanding management teams to achieve significant long-term appreciation in equity value. A flexible investment approach, encompassing both management buyouts and growth equity investments, has been a key tenet to MDP's investment philosophy for several decades. MDP's founders adopted an industry focused investment approach over 30 years ago. We have six dedicated teams focusing on Basic Industries;
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Business & Government Services; Consumer; Financial & Transaction Services; Health Care; and Telecom, Media & Technology Services.
Firm Contacts:
Nicholas Alexos
[email protected]
Brendan Barrett [email protected]
John Canning, Jr. [email protected]
Vahe Dombalagian [email protected]
Paul Finnegan [email protected]
Douglas Grissom [email protected]
John Knutsen [email protected]
Samuel Mencoff [email protected]
Matt Norton [email protected]
David Pequet [email protected]
James Perry, Jr. [email protected]
Robin Selati [email protected]
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Thomas Souleles
[email protected]
Timothy Sullivan [email protected]
Annie Terry [email protected]
Mark Tresnowski [email protected]
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MATH Venture Partners
1871, 222 Merchandise Mart Plaza, Suite #1212 Chicago, IL 60654
Phone: 312/404-4555 www.mathventurepartners.com
Investor Type: Direct Investor
Source of Funding: VC Fund (GP/LP)
Year Founded: 2014
Assets Under Management: $(MM) 27.8
VC AUM: $(MM) 25
Industry Preference: Software and technology
Stage Preference: VC-SEED STAGE, VC-START UP, VC-EARLY STAGE, VC-EXPANSION/GROWTH STAGE
Investment Size Preference: $1M-$3 Million Ownership Preference: Minority
Description: MATH Venture Partners is an early to middle- stage fund managed by a seasoned team of hands-on investors and operators. The fund focuses on entrepreneurial teams who have an intense appreciation and exceptional talent built into their core DNA around customer acquisition. MATH forms deep and personal partnerships with entrepreneurs. Our team has built and scaled many large companies to successful exits. We wade in there, elbow to elbow with our entrepreneurs to create material and long-lasting value. Let's build something great together.
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Firm Contacts:
Mark Achler
[email protected]
Troy Henikoff [email protected]
Samara Mejia Hernandez [email protected]
Dana Wright [email protected]
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Mesirow Financial Private Equity
Founding Member
353 North Clark Street
Chicago, IL 60654
Phone: 312/595-6000 www.mesirowfinancial.com/privateequity
Investor Type: Other (Both LP and Direct)
Source of Funding: Fund of Funds, PE Fund (GP/LP) Year Founded: 1937
Assets Under Management: $3,490,863,136 Buyouts AUM: $1,395,068,811
VC AUM: $713,548,469
Fund of Funds AUM: $2,682,479,210
Industry Preference: Any Industry
Stage Preference: ANY STAGE
Investment Size Preference: $10M-$30 Million Ownership Preference: Minority
Description: With approximately $4.6 billion of private equity commitments since inception, Mesirow Financial Private Equity manages primary partnership commitments, secondary investments and co-investments on behalf of its global institutional client base through both a customized separate account format and through commingled funds. Mesirow Financial Private Equity develops partnership fund portfolios of leading private equity managers in the U.S. and Europe. These portfolios are well diversified to include buyout, growth equity, venture capital and mezzanine debt managers, in addition to opportunistically targeting secondary purchases. The firm’s co- investment funds are designed to participate in equity investments alongside a sub-set of the firm’s manager network.
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Firm Contacts:
Matthew Coen
[email protected]
Robert DeBolt [email protected]
Ryan Fedronich [email protected]
Thomas Galuhn [email protected]
Courtney Haynes [email protected]
Daniel Howell [email protected]
Anne Lanser [email protected]
Jessica Marta [email protected]
Martha Payne [email protected]
Kristina Pierce [email protected]
Marc Sacks [email protected]
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Method Capital
900 N. Michigan Avenue, Suite 1600 Chicago, IL 60611
Phone: 312/648-6800 www.method.capital
Investor Type: Direct Investor
Source of Funding: VC Fund (GP/LP)
Year Founded: 2015
Assets Under Management: $(MM) 122
VC AUM: $(MM) 122
Industry Preference: Business Products and Services, Financial Services, Intellectual Property, Software
Stage Preference: VC-EARLY STAGE, VC-EXPANSION/GROWTH STAGE
Investment Size Preference: $1M-$10 Million
Ownership Preference: Minority
Description: Method Capital was formed on the foundation of two distinct ideas: (i) the road to success is most often non- linear; and (ii) good ideas succeed primarily because of great execution. With these lessons in mind, we partner with entrepreneurs to give them the growth funding they need to build their businesses.
As a Chicago-based venture firm, Method Capital is primarily focused on working with firms based in the Midwest. Technology company formation is happening at a rapid pace in Chicago and other cities in the Midwest, yet there are few venture firms based in the Midwest that can lead Series A/B rounds.
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Drawing upon our Principals’ collective 150+ years of experience, our mission is to build a world-class investment firm, known for being great partners with portfolio company management teams while being rigorous stewards of investor capital.
We are seeking to fund initial investments ranging from $1 million to $10 million into companies with monthly recurring revenue, referenceable customers and a scalable technology platform.
Firm Contacts:
Chris Capps
[email protected]
Lon Chow [email protected]
Terry Diamond [email protected]
Mike Madden [email protected]
Justin Smollar [email protected]
Bill Wolf [email protected]
Gleb Zarkh [email protected]
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