NIMBLE, FOCUSED INVESTORS
COMMITED TO CREATING VALUE.
The Tokarz Group Advisers is a different breed of investment firm. We’re guided by avid curiosity and driven by uncommon thinking. We constantly challenge conventional wisdom. From that refreshing perspective, stems unique investment and growth solutions.
How we help
We show up. We get our hands dirty. And we exercise our considerable real-world operational experience to work collaboratively with existing management teams with the goal of increasing efficiencies, eliminating waste and ratcheting up profitability and value.
Our highly involved approach is not only more rewarding but also helps us deliver performance that exceeds expectations for a company our size. Simply put, we build partnerships that just think differently.
Who We Help
Our investment vehicles focus on mid-sized companies that we can help differentiate.
$3M to $10M
$25M to $150M
We Look For:
Strong management teams
Secure market niches and predictable profit margins
Conservative valuation multiples relative to growth
In Industries Like
Value-Add Distribution Food/Food Service
Healthcare / Medical Devices
Industrial Manufacturing / Services
One approach. Two investment options.
With uncommon market insight, innate curiosity and extensive industry connections, the Tokarz Group discovers companies that operate behind the scenes, largely unnoticed and underappreciated by the broader market. Then, either privately or through Tokarz Group Advisers, the firm partners to drive growth and profitability.
Tokarz Group Advisers is a recognized investment advisor and a private equity firm whose team is comprised of senior investment professionals with over 100 years of management and operational experience in private equity.
The firm makes debt and equity investments into small and midcap companies across various industries, partnering to build these midmarket companies into exceptional successes.
The team includes the former Deloitte Chief of Intellectual Property Consulting, former Wall Street analysts, private equity professionals, finance compliance and support staff.
Tokarz Investments merchant bank manages Michael Tokarz’s private investments in promising small and mid-sized businesses in need of growth capital.
Working in concert with Bank Partners, TTGA prides itself on helping borrowers build capital structures with the optimal mix of blended cost and structural flexibility. Headquartered in Cincinnati, OH, the SBIC team is assisted by additional investment and operations professionals in New York.
The MVC Private Equity Fund, L.P (“The PE Fund”) invested in private equity opportunities involving the purchase of 10% or more of the voting securities of companies that (i) were expected at the time of the initial investment to not require more than $20 million in aggregate capital from the MVC PE Fund over time and (ii) had annual revenues and earnings before interest, taxes, depreciation and amortization (“EBITDA”) under $200 million and $25 million, respectively. The PE Fund has completed its investment period and is in the process of selling its two remaining portfolio companies.
Thank you for your interest in the Tokarz Group.
287 Bowman Ave, 2nd Floor
Purchase, NY 10577