Investment Focus & Thesis

LongWater Opportunities focuses exclusively on family-owned American manufacturing companies. Their investment thesis centers on partnering with families to build market-leading companies: Investment Focus Control equity investments in family-owned, American manufacturing companies. Geographic Focus Lower middle market industrial businesses in America's Heartland. Family-owned manufacturing — Control investments in family-owned manufacturing businesses Industrial manufacturing — Broad range of industrial manufacturing sectors Electronics manufacturing — EMS providers for industrial and defense sectors Specialty manufacturing — Niche manufacturers with technical capabilities

Key Takeaways

  • Focus on Energy, Consumer, Industrial companies
  • Investment range: $25M-$100M in equity
  • Based in United States
  • Control-oriented investments
  • Active value creation approach
  • Also invests in Manufacturing

Notable Portfolio Companies

LongWater Opportunities has built a diversified portfolio across manufacturing sectors: Company Sector Notes M3 Glass Technologies Manufacturing Premium fabricator of custom architectural glass solutions Netvia Group Electronics Electronic manufacturing services provider to industrial, energy, aerospace & defense Lewis Cabinet Manufacturing Cabinet manufacturing company Standard Merchandising Manufacturing Consumer goods manufacturing Salt Creek Manufacturing Manufacturing company Asymblix Electronics Electronics manufacturing services LongWater has invested in five platforms centered around family-owned, United States-based manufacturing businesses, demonstrating their commitment to the sector.

What LongWater Looks For

Based on their investment patterns, LongWater Opportunities evaluates opportunities based on: Family ownership — Companies that are family-owned and operated Control investments — Opportunities to take controlling equity positions Manufacturing focus — Companies in the manufacturing sector American Heartland — Businesses located in the Midwest and surrounding regions Operational expertise — Companies that can benefit from operational improvements }> Pro Tip LongWater focuses exclusively on family-owned manufacturing companies. They bring operational expertise and have an Executive Partnership Program to help operators succeed. If you're a family business owner looking for a partner who understands your legacy, LongWater could be an excellent fit.

How to Connect With LongWater

Approaching LongWater Opportunities requires demonstrating your family manufacturing excellence: 1 Demonstrate Family Ownership Highlight your family ownership and legacy. LongWater focuses exclusively on family-owned businesses. 2 Showcase American Manufacturing Demonstrate your commitment to American manufacturing and operations in the Heartland. 3 Consider Partnership Structure Be open about your desire for a partner who understands family businesses and can provide operational expertise. 4 Plan Your Exit LongWater typically takes control positions. Be clear about your goals - full exit, partial liquidity, or ongoing involvement.

The Value of Financial Preparedness

PE firms like LongWater expect detailed financial information: Financial Metrics • Revenue and EBITDA history • Gross margin trends • Cash flow generation • Working capital requirements Operational Data • Capacity utilization • Production efficiency • Customer concentration • Employee count and retention }> How Eagle Rock Helps We help family manufacturing companies prepare for PE investment by building detailed financial models, operational dashboards, and succession planning. Our fractional CFO services ensure your company is ready for due diligence from firms like LongWater.

Pro Tip

Prepare detailed financial projections and operational metrics before initial meetings.

Frequently Asked Questions

Ready to Connect With ?

Prepare your business for private equity investment with expert financial guidance. Our fractional CFO team helps you build the financial infrastructure PE firms expect.

Learn More