FI/PE/VC  Marcus Investments

http://www.marcusinvestments.com/





     Office Locations:

301 N Broadway, Suite 300
Milwaukee, WI 53202
Phone: 414-585-8840
Fax: 414-755-7373

 

Stages:

  • Late
  • Middle Market


 

Industries:

  • Business Services
  • Financial Services
  • Food & Agriculture
  • Information Technology
  • Life Sciences & Healthcare
  • Media & Digital Media
  • Real Estate & Construction
  • Transportation & Distribution

  •  

    Description:

    Marcus Investments is a Midwest-based investment firm formed by the Marcus family to acquire, steward and grow the legacies of successful entrepreneurs and families. Ben Marcus, a Polish immigrant, started from scratch and built a portfolio of businesses. Ben Marcus financed his first movie theater in the mid-1930s in Ripon, WI. He spent the next 35 years building a portfolio of separately owned business that included hotels, movie theaters, and restaurants. In the mid-1970's the businesses were recapitalized through an IPO of what today is known as the Marcus Corporation. Marcus Investments seeks control positions and invests in US companies with revenues of $10 million - $150 million and an EBITDA of $1 million - $15 million. Sectors of interest include media, advertising, information services, food, specialty finance, wellness and safety, business services, senior living, real estate, energy, transportation, and franchise-related opportunities. Marcus' Hospitality Democracy fund has stakes in several popular Milwaukee restaurants, including Holey Moley, Smoke Shack, A.J. Bombers, Swig, Water Buffalo and Onesto. The firm's latest culinary venture includes buying the Zaffiro's Pizza Bar license to develop eateries in Marcus theaters. In 2011, Marcus Investments bought the Verlo Mattress franchise. The firm has invested $438 million and has over $292 million assets under management.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Chris Meinecke CFO
    David Marcus CEO and Managing Director
    Greg Marcus President and CEO
    Stephen H. Marcus Chairman
    Tim Anderson Managing Director of Business Development

     

    Portfolio companies include:

     

    Recent News: