It's The World's 4th Largest Economy
Wealth Transfer Over Next 10 Years: Trillions
90,000+ Companies: Revenues $20MM -- $500MM
Socially Responsible: Greatest Job Creators
Management Succession: An Issue for Owners
Highly Fragmented Industry Segments
Investors Want Access to Direct Investments
Investors Realize Direct Investing Requires an Experienced Team to Succeed
Success Requires Both Investment & Operational Partner Experience
Larger PE Funds Focus on Business Cycle Investing and Financial Engineering
Lower Middle Market is Less Competive = More Opportunities to Achieve Greater Returns

Why Investing In The Middle Market US Companies Is Socially Responsible Investing

Middle market companies in the US are the largest creators of high paying jobs in urban areas
Regulators have reduced lending to these companies post 2008 recession by toughening credit requirements for community banks
These companies are major supporters of the communities they live in
With growth capital and professional management these companies will remain engines of change and entrepreneurial innovation