Investment Criteria

Our focus at Tri-W Group is to lead with integrity, think creatively, challenge the status quo, and do the right thing. We seek to create a long-term portfolio of operating companies and value-added real estate projects.

Operating Businesses

Investment Criteria

  • U.S. based businesses with a preference for the Midwest
  • Experienced and proven management teams
  • $2 million EBITDA and larger
  • Recurring revenue and consistent positive cash flow with growth potential
  • Compelling industry fundamentals with diversified products, processes, or services

Investment Structures

  • Control or non-control equity
  • Mezzanine, Structured Finance, Structured or Subordinated Debt

Industry Focus

  • Manufacturing
  • Value-Added Distribution
  • Distinctive industrial and business services

Value-Added Real Estate

Investment Criteria

  • Class A & B asset quality
  • High demand locations
  • Consistent cash flow growth
  • Multi-tenant properties
  • Redevelopment or reposition opportunities

Investment Structures

  • Control or non-control equity
  • Mezzanine debt

Industry Focus

  • Hospitality
  • Marinas
  • Multi-family
  • Seniors housing
  • Storage
  • Student housing