Sturgeon Investment Partners

Middle-market M&A and capital advisory

We sell companies, and we raise the capital that buys and builds them.

Sturgeon Investment Partners advises founders, families, and sponsors across the industrial economy — on the sale of a business, on the equity behind an acquisition, and on the debt that carries it.

$10M – $150M Sell-side M&A

Enterprise value

$5M – $75M Equity placements

LP, preferred, and growth

$5M – $100M Debt facilities

Senior, unitranche, mezzanine

Capabilities

Four mandates, run end to end.

Sell-Side M&A

A full process for owners exiting all or part of a business: preparation and positioning, a curated buyer universe, a competitive process, and negotiation managed through close.

Enterprise value $10M – $150M

Equity Capital Placement

Private placements of limited partner, preferred, and growth equity for sponsors and operating companies — from institutional allocators through family offices and qualified individual investors.

Raises $5M – $75M

Debt Placement

Senior, unitranche, and mezzanine facilities for acquisitions, recapitalizations, and growth. We run the lender process so management can keep running the business.

Facilities $5M – $100M

Buy-Side Origination

Retained acquisition search for private equity funds, independent sponsors, family offices, and strategic acquirers. Direct owner outreach and a managed pipeline of off-market targets.

Retained engagements

Transaction credentials available on request.

Approach

How the work actually gets done.

Senior people do the work

There is no bench of juniors to hand a transaction down to. The people who win the mandate are the people who build the materials, make the calls, and sit in the negotiation.

Origination is a system

We run structured, continuously operating sourcing rather than working a rolodex when a mandate demands it. That is how off-market buyers and hard-to-reach capital get found on a schedule.

Cross-border where it matters

Working relationships with advisors in Northern Europe give North American sellers access to strategic acquirers that a purely domestic process never reaches.

A small number of files at a time

Capacity is deliberately limited. We would rather turn down a mandate than run one at half attention.

Sectors

Built around what our partners have operated.

  • Industrials & Manufacturing
  • Energy & Infrastructure
  • Real Assets & Real Estate
  • Transportation & Logistics
  • Building Products
  • Business & Professional Services
  • Consumer & Distribution
  • Healthcare Services

Sector coverage follows the operating and transaction experience of our partners. We take situations outside these areas selectively.

Contact

Confidential inquiries are welcome.

General & new business

inquiries@sturgeoninvestmentpartners.com

Direct

+1 218 391 7671

Office

Duluth, Minnesota

Materials on a live opportunity are released only under a signed confidentiality agreement.