Dana Investment Review: Milwaukee Private Equity Industrial Manufacturing
In-depth review of Dana Investment: their industrial manufacturing investment thesis, typical deal sizes, and how to prepare for investment.
Key Takeaways
- •Focus on Distribution, Industrial, Manufacturing companies
- •Investment range: $25M-$100M in equity
- •Based in United States
- •Growth equity focus
- •Active value creation approach
Portfolio Companies
Dana Investment has built a portfolio of industrial manufacturing and distribution companies. Notable portfolio companies include companies in the specialty chemicals, industrial equipment, and consumer products distribution sectors. The firm focuses on established companies with strong operational foundations and established customer relationships.
Firm Overview
Dana Investment is a Milwaukee-based private equity firm focused on industrial manufacturing, distribution, and business services. Founded in the 1980s, the firm has a long history of investing in established industrial companies with strong market positions and experienced management teams. The firm targets companies with enterprise values typically between $50 million and $150 million.
What Dana Investment Looks For
Dana Investment evaluates opportunities based on clear investment criteria:
- Operational excellence: Proven operational capabilities and efficiency
- Customer relationships: Strong customer relationships and repeat business
- Market position: Strong competitive positions in niche markets
- Management teams: Experienced industrial executives
- Growth potential: Clear pathways to organic growth
Pro Tip
Industrial investors expect professional financial infrastructure and operational metrics
- Operational Metrics: Production efficiency, Capacity utilization, Quality metrics, Inventory turnover
- Financial Data: Gross margins, EBITDA analysis, Working capital needs, Capital expenditure plans
How Eagle Rock Helps
We help industrial manufacturing companies prepare for PE investment by building professional financial infrastructure and ensuring your financials are investor-ready.
Pro Tip
Frequently Asked Questions
What industries does Dana Investment focus on?
Dana Investment primarily invests in Distribution, Industrial, Manufacturing. The firm seeks companies with strong market positions and clear growth trajectories.
What size companies does Dana Investment acquire?
Dana Investment typically invests $25M-$100M in equity, targeting companies with enterprise values in the lower to middle market range.
What is Dana Investment's typical investment size?
The firm's equity investments generally range from $25M-$100M, positioning them as active investors who can provide meaningful capital for growth.
How long does Dana Investment's due diligence process take?
Due diligence timelines vary by deal complexity, but Dana Investment typically conducts thorough financial, operational, and market due diligence over several weeks to months.
What should I prepare before engaging with Dana Investment?
Prepare three years of audited financials, detailed market analysis, management team bios, growth plans, and a clear vision for how the partnership would create value.
How does Dana Investment work with portfolio companies?
Dana Investment takes a partnership approach, working closely with management teams on strategic initiatives, acquisitions, and operational improvements.
Ready to Connect With Dana Investment?
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