Matthew Koster

BOIA offers a Low-Volatility Equity strategy which pursues a low-volatility, long-term investment philosophy for clients who seek to preserve and build assets over time. The firm utilizes a fundamental, bottom-up approach on investments in 15 to 20 US domiciled large- and mid-cap common stocks. They seek excellent, well managed business platforms capable of generating consistent and growing cash flows. BOIA invests in a portfolio of companies that have a proven track record of growing earnings at a credible 9% to 11% per year.

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Functions as a College/University

Bush O'Donnell Capital Partners (BOCP) focuses on partnering with management or other private equity investors to supply growth and change of control capital to middle-market companies. The firm invests mainly in the following: niche manufacturers, value added distributors, business service providers, consumer products businesses and retailers. They invests primarily in the mezzanine and equity securities of privately-held, middle-market companies located in the Midwestern region of the US and have revenues of $5 million to $100 million. BOCP participates in growth opportunities, MBOs, LBOs and recapitalizations. The firm looks for companies with some or all of the following characteristics: (1) an experienced management team that has an equity interest in the business (2) a solid niche with defensible competitive advantages (3) products or services that are not subject to cyclical demand (4) stable to increasing cash flows (5) recurring annual revenues of $5 million or more. They typically do not invest in start-up companies, turnaround situations or companies with project-based revenues.

Eagle Private Capital invests in middle market companies located in the United States with an EBITDA of USD 2 million and revenues of USD 10 - 100 million. The firm focuses on a broad range of sectors and industries. It participates in subordinated debt and buyout capital transactions with an investment size of USD 4 - 15 million and also makes co-investments.