Wisconsin's private equity landscape in 2024 is vibrant, with firms like Sara Capital Partners and Optimus Capital Partners leading the charge. Sara Capital, based in Madison, targets Midwest firms with revenue under $75M, focusing on industries eligible for QSBS tax treatment. Meanwhile, Menomonee Falls-based Optimus Capital excels in business services and financial sectors, offering strategic guidance for corporate transitions. Both firms emphasize operational focus and tailored investment strategies, catering to niche markets while driving regional economic growth.
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<h3 class="card-title">1. Sara Capital Partners</h3>
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<div>Madison , WI</div>
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<div>Private Equity</div>
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<div>saracap.com</div>
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<div class="card-tag">Consumer Products & Services</div>
<div class="card-tag">Industrial Services / Distribution</div>
<div class="card-tag">Manufacturing</div>
<div class="card-tag">Financial Services</div>
<div class="card-tag">Hospitality</div>
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<div>Target EBITDA</div>
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<div>Target revenue</div>
<div class="card-target-number"><$75M</div>
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<div>Target Investment Size</div>
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<p class="line-clamp-5">Sara Capital Partners is an investment group focused on acquiring Midwest firms that are too small for traditional private equity (typically <$5m in EBITDA). We are operational focused and particularly interested in industries that qualify for QSBS tax treatment.</p>
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<h3 class="card-title">2. Optimus Capital Partners</h3>
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<div>Menomonee Falls, WI</div>
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<div>Private Equity</div>
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<div>optimusfs.com</div>
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<div class="card-tag">Business Services</div>
<div class="card-tag">Financial Services</div>
<div class="card-tag">Media</div>
<div class="card-tag">Arts & Entertainment</div>
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<div>Target EBITDA</div>
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<p class="line-clamp-5">Optimus Capital Partners is a professional service provider specializing in guiding companies through the most challenging situations and projects. Optimus provides a variety of services to companies of any size and consistently achieves success by focusing on key metrics and results that are sustainable in-house after Optimus engagement completion. Our professionals value action and results and drive change through a straightforward approach. Many companies and business leaders do not have the time or resources to find a professional to help them through critical projects or periods of corporate change. From startups to mid-market industries Optimus’s professionals provides your company the opportunity to stay on track, be focused on what is important and allows you to achieve your goals. Due to our 16 years in business and successfully helping over 140 engagements in a variety of business situations, Optimus is on the approved vendor list of most major money centers in Wisconsin and several out of Chicago. Not to mention being on the referral list of many law firms, accounting firms, brokers and other types of business advisors. Our standard project engagement requires the same approach but each requires a different and well defined execution plan. Our approach is simple: thoroughly examine and define what is required, gather the necessary resources, provide a mutually agreed upon execution plan, execute on the plan while clearly communicating our progress and results, redefine the plan if needed and deliver on our promises and achieve results. We believe strongly in scoping each engagement thoroughly. This upfront due diligence provides the client a “layered” execution plan. This “layered” plan approach and our constant communication throughout the engagement provides the client options. Our clients have the flexibility and maneuverability to attack their situations in the most cost effective manner while still achieving their results. As acting management in many projects, Optimus is not just an "Outside Consultant" but is a hands on partner during the process. This provides us a well rounded view even during small projects. During our M&A & Corporate Finance engagements, this operator view is critical in getting deal closed. We understand what it takes as an operator working 10 hour days and can relate accordingly. We understand the keys to improving performance and profits while restoring business value or just getting projects done. Our philosophy is simple: it is about our passion, our integrity, our expertise and our commitment to our clients.. This allows us to provide maximum value to our clients.</p>
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