Mid Oaks Investments

Overview

Mid Oaks Investments is a private equity firm specializing in middle-market companies with significant growth potential. Founded in 1986, the firm invests its own capital, focusing on established businesses in North America. Unlike traditional private equity funds, Mid Oaks does not manage funds from limited partners and does not have fixed holding periods for investments. This structure allows them to support the long-term growth of their portfolio companies. The firm's investment strategy centers on partnering with entrepreneurial management teams to elevate businesses to the next level of performance. Mid Oaks seeks opportunities in profitable companies valued between $30 million and $150 million, primarily in manufacturing sectors. They acquire majority interests and do not invest in start-up, early-stage, or technology opportunities. Their portfolio includes companies in food packaging, consumer goods, and healthcare sectors. Mid Oaks' team comprises former CEOs, CFOs, and business owners with extensive operational experience. This background enables them to provide hands-on support in areas such as strategy development, executive recruitment, and business functions like finance, administration, accounting, tax, and legal. Their approach emphasizes building successful companies over time, with exits occurring when others are positioned to add even greater value. Investment requirements include opportunities to invest in established manufacturing businesses, with operations primarily located in North America. The firm focuses on companies with annual revenues between $30 million and $150 million or less for strategic add-on acquisitions. They acquire majority interests and do not invest in start-up, early-stage, or technology opportunities. Portfolio companies include D&W Fine Pack LLC, CM Packaging Group, Dispoz-o Products, C&M Fine Pack, and Wilkinson Industries. These companies operate in the foodservice, grocery, and food processor industries, manufacturing a range of packaging products. Mid Oaks has a successful track record in the food packaging industry, having previously owned and sold companies like Liquid Container LP and Jet Plastica Industries.