WHY INVEST IN THE US MIDDLE MARKET?
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It's The World's 4th Largest Economy
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Wealth Transfer Over Next 10 Years: Trillions
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90,000+ Companies: Revenues $20MM -- $500MM
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Socially Responsible: Greatest Job Creators
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Management Succession: An Issue for Owners
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Highly Fragmented Industry Segments
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Investors Want Access to Direct Investments
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Investors Realize Direct Investing Requires an Experienced Team to Succeed
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Success Requires Both Investment & Operational Partner Experience
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Larger PE Funds Focus on Business Cycle Investing and Financial Engineering
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Lower Middle Market is Less Competive = More Opportunities to Achieve Greater Returns
Why Investing In The Middle Market US Companies Is Socially Responsible Investing
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Middle market companies in the US are the largest creators of high paying jobs in urban areas
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Regulators have reduced lending to these companies post 2008 recession by toughening credit requirements for community banks
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These companies are major supporters of the communities they live in
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With growth capital and professional management these companies will remain engines of change and entrepreneurial innovation