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.


757 N. Broadway Street, Suite 400
Milwaukee, WI  53202

Kent Velde, President

Joe Cesarz, Managing Director

Becky Diedrich, Controller