What You See Is What You Get.
STRAIGHTFORWARD. ENGAGED.
VALUE-ADDED INVESTORS.
For thirty years, our principles have stood the test of time. Our experienced principals are always candid with our management partners who know they can trust us to treat them with honesty, fairness, and integrity.
Morningside employs a practical investing approach to add value and mitigate risk. Our broad investment experience, simple capital structures, employee bonus programs, and management equity incentives produce a company and employee organization that is strong, resilient, and competitive.
We invite you to contact Mark Riser
to learn more about our investment approach
DEDICATED MANAGERS. GROWTH OPPORTUNITIES. COMPETITIVE COMPANIES.
Morningside makes long-term investments in companies transitioning ownership or experiencing industry change. We focus on companies with great management and defensible barriers that offer equity value creation opportunities through product/service/geographic expansion or add-on acquisitions. We have a perpetual capital pool and seek new opportunities that fit our investment preferences:
·Revenues > $25MM and EBITDA >$5MM
·Commercial and Industrial Businesses
·Manufacturing, Distribution and Service Businesses
·Equity Investment of $10MM to $75MM
·Majority or Minority Investment
Visit our criteria page to learn more about Morningside.
We invite you to contact Mark Riser
JANUARY 2018: New year, new investment approach?
NO FEES. LOW LEVERAGE. LONG TENURE.
SUBSTANTIAL PRINCIPAL INVESTMENT.
Cheers to a new year and an enduring investment approach that has worked well for us the last 30 years. The principals of Morningside invest substantial equity alongside our management partners, in a low leverage structure that allows our portfolio companies to weather economic cycles, grow organically, and take advantage of acquisition opportunities when others cannot. Our longer-than-average investment holding period of 10 years and permanent capital structure mean we don’t realize investments quickly to show investment returns for fundraising. We don’t charge fees or expenses; we focus on capital gains, not current income.
We'd like to hear more about your investment ideas.
We invite you to contact Mark Riser
to learn more about Morningside.
Fourth Quarter 2017: Who is Morningside?
WE ARE
TENURED. TRUSTWORTHY.
TRANSPARENT.
Morningside is a private partnership that has been investing with the same proven approach since 1987. We back business founders, owners and managers to build equity value and capital appreciation by creating a growth oriented climate that promotes long-term shared objectives for the business. We align interests through stock ownership/profit participation and work with our management partners to create a clear strategy that produces economic value for investors, management and employees.
We'd like to hear more about your investment ideas.
We invite you to contact Mark Riser
to learn more about Morningside.