Investment Strategy
Our Approach
At Clover Creek Partners, our investment strategy centers on supporting lower middle-market companies that have the potential to grow, evolve, and create sustainable value. We focus on businesses with differentiated products, specialized capabilities, or proven processes that give them an edge in their markets.
Our philosophy is simple: every company’s story is unique.
Whether an owner is preparing for succession, a business is seeking growth capital, or a management team needs operational support, we approach each opportunity individually — with flexibility, integrity, and hands-on involvement.
We provide more than funding.
We bring experience, operational insight, and a true partnership approach to help companies reach their full potential.
Our Approach
At Clover Creek Partners, our investment strategy centers on supporting lower middle-market companies that have the potential to grow, evolve, and create sustainable value. We focus on businesses with differentiated products, specialized capabilities, or proven processes that give them an edge in their markets.
Our philosophy is simple: every company’s story is unique.
Whether an owner is preparing for succession, a business is seeking growth capital, or a management team needs operational support, we approach each opportunity individually — with flexibility, integrity, and hands-on involvement.
We provide more than funding.
We bring experience, operational insight, and a true partnership approach to help companies reach their full potential.
Strategic Investment Goals
Our mission is to:
- Strengthen and grow well-managed companies
- Support transitions and expansions with strategic capital
- Drive operational efficiency and sustainable profitability
- Build long-term value for all stakeholders — owners, investors, employees, and communities
Target Criteria
We focus on opportunities where we can make a meaningful impact.
Industry Focus
We invest primarily in manufacturing, distribution, and service companies positioned within essential and growing sectors, including:
- Energy
- Water
- Health Care
- Security
- Defense
These markets align with our operational strengths and commitment to long-term value creation.
Transaction Size
Clover Creek Partners typically invests in companies with:
$5–25 million in annual revenue
$2–15 million in transaction value
This range allows us to remain actively involved and aligned with each company’s leadership team.
Geographic Focus
We are deeply rooted in the Midwestern business community and believe proximity strengthens collaboration.
Our preferred focus is on companies located in Wisconsin and the Upper Midwest, where our team can be engaged and visible owners.