• 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