Investment Criteria

The Midwest Opportunity Fund is interested in businesses that fit the following criteria:

• Likely, but not necessarily, in the following industries: Manufacturing, Distribution, Technology
• Serving the business-to-business marketplace
• Generating $5 million to $30 million in sales
• Located primarily in the Midwestern United States
• Serving a specific market through a key competitive advantage (some examples include a niche product, unique technology or product, patented product or technology, well-developed distribution channel, stellar management team, outstanding sales and marketing force, brand recognition, high barriers to entry limiting the competitor base)
• Where the ownership is looking to develop an exit strategy, or looking for help in a key business area in which The Midwest Opportunity Fund can provide a solution and add value. Areas where the Fund can provide assistance include:
  • Finance/Cost Controls
  • Sales/Marketing
  • Profit/Pension
  • Consulting
  • Experienced Management
• Where the ownership is looking for a combination of current proceeds and a payout/earn-out based on future performance.

The Fund will avoid companies with the following business characteristics:

• Companies where the business operations rely on the inherent knowledge of the owner or a few key people in the business
• Restaurants and non-scalable pure service businesses and
• Startup companies.