Investment Philosophy and Strategy - Monument Capital Partners
Investment Philosophy and Strategy
Monument Capital Partners' investment strategy is to make control equity investments in a diversified portfolio of profitable companies in a distinct segment of the lower middle market located throughout Indiana and the Midwest. Monument Capital Partners achieves its target investment return primarily through reduction of funded debt and equity-oriented capital appreciation features of its investments. These investments specifically target value-oriented activities including management buyout, leveraged buyout and leveraged recapitalization opportunities in addition to add-on investments in Monument Capital Partners' portfolio companies.
Successful investing in small private companies in the Midwest requires access to a significant volume of investment opportunities and a focused investment strategy.
