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Investment Philosophy and Strategy
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.

Target Investment Size

Depth of Management

Primary Focus on Midwest

Investment Discipline & Diversification

Active Management

 
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