discover your next chapter.
We acquire and invest in privately-owned companies to help them reach their next stages of development. Our aim is to create value for business owners and to drive long-term growth for all stakeholders.
our approach
We are a family office with investments spanning over twenty years, primarily focused in the Midwest. We believe in forging lasting partnerships with business owners and operators to drive value for all parties.
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Collaborative
We collaborate deeply with company management teams and operators to achieve sustainable growth for our companies.
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Flexible
We are flexible in our investment approach. As a family fund, we like to tailor our investments to meet the needs of the founders with which we partner.
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Expedient
The same team that sources and diligences the deals makes the investment decisions. There are no bureaucratic processes to contend with over the course of a transaction.
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Dependable
As a family office with a permanent capital base, our ability to close is not contingent on external financing from outside investors.
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Experienced
We have a history of successfully executing a broad range of transaction types with a variety of sellers, ensuring operating continuity and enhancing the value of our portfolio companies.
investment criteria
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SITUATION
We focus on privately-owned companies that are seeking liquidity events or growth opportunities requiring capital investment or operational support.
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COMPANY ATTRIBUTES
We acquire and invest in businesses with staying power – those with niche positions or sustainable competitive advantages that will span multiple generations.
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TYPE
We target business-to-business companies with an emphasis on services, distribution, and logistics.
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SIZE
We seek companies with EBITDA of $2-5 million and histories of financial stability, though our primary focus is on protected and scalable businesses with exceptional people.
PORTFOLIO
Our investments are a broad and diverse mix of easily understood businesses, including those in industrial services, value-add distribution, logistics, and experiential sports and entertainment properties.
team
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ZACHARY MATTEY
Zac grew up outside New York City and has spent over 20 years leading M&A transactions as well as serving as an executive and adviser for growth stage to Fortune 500 companies. While he spent numerous years as a Chief Investment Officer for a family office and as a consultant at McKinsey & Co, Zac still loves deep diving into spreadsheets and getting in the weeds with his operating teams. If he doesn’t immediately reply to your email, Zac is likely running around with his kids, doing CrossFit or watching the Mets, Knicks or University of Michigan sports.
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Paul M. Zlotoff
Over the course of his career, Paul has participated in a wide range of investments and operating roles across a diverse set of asset classes, including real estate and private equity. As the former President and current Chairman of Uniprop, Paul has been responsible for institutional relationships and strategic directions for corporate activities. When he's not immersed in his grandchildren or his passions for auto, hunting and traveling, Paul advises Rize Capital on its strategy and investment decisions.