private_equity

lakeview_full

Investment Policy

Lakeview Equity Partners LLC maintains a flexible investment policy but follows these general guidelines:

• Investments per transaction of $1.0 to $5.0 million
• Controlling or significant minority investments
• Equity or subordinated debt with warrants
• Partnering with other private equity investors
• Maintaining a diversified portfolio

   Lakeview Equity Partners, LLC

Lakeview Equity Partners, LLC, is a Milwaukee based private equity fund that focuses on investments in traditional, Midwest-based, middle market companies. Lakeview Equity's mission is to identify and invest in strong, well-managed companies to help them achieve continued growth and profitability and support ownership change, including ownership opportunities for managers and employees. The firm's principals have more than a century of collective experience as successful entrepreneurs, chief executive officers and investors.

   Location:

757 N. Broadway Street, Suite 400
Milwaukee, WI  53202
www.lakeviewequity.com

Kent Velde, President
414/732-2037
kvelde@lakeviewequity.com

Joe Cesarz, Managing Director
414/732-2038
jcesarz@lakeviewequity.com

Becky Diedrich, Controller
414/732-2040
bdiedrich@lakeviewequity.com