Your Partner in Growth

Lakeview Capital is founded on the principles of long-term ownership and value creation, deeply rooted in the rich traditions of the Midwest. With a background in operating, investing, and M&A, we are dedicated to acquiring and growing businesses in the Great Lakes region that provide B2B or B2C services. Unlike traditional investment funds, our approach is not driven by finance or MBA theories, but by a genuine understanding of what it takes to thrive in a small to medium-sized family-owned business.

Growing up in a Midwest, family-owned long-haul trucking company, we understand the unique challenges and rewards of running a business that prioritizes people over numbers. This experience has shaped our vision for Lakeview Capital, where people come first because they are the true drivers of service-oriented businesses.

With a no-nonsense approach focused on transparency and honesty, we have been fortunate enough to help run organizations with a few dozen employees to over 1,200 employees across the nation. We are eager to leverage this experience, along with our background in investing and M&A facilitation, to build and grow a business that values its employees and aims for sustainable success.

Explore our Criteria for Potential Investments

At Lakeview Capital, our investment criteria serve as the compass guiding our strategic decisions. We evaluate businesses in the B2B and B2C services sectors within the Great Lakes region, seeking opportunities that align with our core principles of long-term ownership and value creation. Our criteria encompass industry focus, financial benchmarks, and essential business characteristics that define our pursuit of sustainable growth and success.

Explore how Lakeview Capital’s investment criteria set the foundation for strategic partnerships built on integrity, transparency, and mutual prosperity.

Criteria 1
Industry

Business Services Examples (B2B)
  1. Skilled Trades Services
  2. Logistics and Supply Chain Services
  3. Value-Added Distribution
  4. Technology and IT Services
  5. Industrial Services
  6. Facilities Management and Commercial Cleaning
  7. Professional Services/Consulting Firms
  8. Business Process Outsourcing Services
Consumer Services Examples (B2C)
  1. Homecare Services
  2. Personal Care/Wellness Services
  3. Education Services
  4. Automotive Services
  5. Pet Care Services
  6. Food and Beverage Services

Criteria 2
Financial

EBITDA$1.5mm – $7mm
EBITDA Margins10%+
RevenueGenerally stable or growing
Capex RequirementsLow capital expenditure requirements

Criteria 3
Business Characteristics

Value AddClear value proposition for the customer
Recurring RevenueA significant portion of revenue is recurring
Cash FlowStrong and predictable cash flow
Customer BaseDiversified customer base with low concentration
Market PositionLeading or strong position within a niche market
ScalabilityOpportunities for growth either organically or through add-on acquisitions

Criteria 4
Geography

Great Lakes RegionIllinois, Indiana, Wisconsin, Michigan, Minnesota

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