Invested in Success
Invest with the best—a team of experienced business leaders with a proven track record of success. Through strategic transaction structuring and an operationally oriented approach, we maximize EBITDA performance and company value to drive significant returns in a growing portfolio.
We offer opportunities for passive and active investors as well as experienced, growth-oriented executives seeking leadership opportunities.
Successful Exits By the Numbers
A group of high-net-worth individuals that have experienced great ROI with us in the logistics space – some examples are:
188LLC (Chicago, IL)
188LLC was a railroad tank car leasing company comprised of 188 pressure tank cars built for servicing the pressure gas industry including liquefied petroleum gas (LPG) and anhydrous ammonia (AA) for multiple lessees.
Financial Performance
- $1.25MM Equity Invested
- Return of $1,730,000 over 2.0 years resulting in an IRR* of 22%
Cognati Industries/Sterling Casting (Ft. Wayne, IN)
Cognati Industries was a Gray and Ductile Iron foundry purchased out of bankruptcy for CIT that needed it remain viable for a minimum of one year to satisfy union provisions.
Financial Performance
- $1.3MM Equity Invested
- Return of $1,800,000 over 1 year resulting in an IRR* of 38%
Aelco Foundry (Milwaukee, WI)
Aelco Foundry was a stainless and exotic metals foundry.
Financial Performance
- $1.65MM Equity Invested
- Return of $2,150,000 over 6 years resulting in an IRR* of 24%
Fitzgerald Railcar Services, Inc.
Conducted a management, operational, and financial turnaround that increased a negative EBITDA to over $3.8MM EBITDA during a 11-year ownership cycle.
Increased sales from $1MM to over $24MM during this ownership cycle which included the acquisition of:
- two additional complementary add-on facilities in Texas and Nebraska
- and two “tuck-in” field service locations in Mississippi (Bay St. Louis) and Georgia (Waresboro).
At the time of the sale of the business to an industry leading strategic buyer, the Fitzgerald, Georgia fixed-site location was the largest contract shop (non-leasing company shop) in the U.S. and Canada.
Financial Performance
- $1.365MM Equity Invested
- Return of $13,365,000 over 11 years to investors resulting in an IRR* of 81%
See our current portfolio of active investments:
Our Approach
We focus on the sweet spot for private investment: lower middle market. It’s a strategic choice that pairs high growth potential with industry expertise and our operationally oriented approach to deliver strong returns.
Bench of Expertise
Join our bench of expertise. We welcome seasoned executives and experienced investors interested in collaborating with us in steering growth for our portfolio companies.
Invest With Us
Interested in learning more about our approach or investing with us?
Already An Investor?
Log in to view your investment summary.