FI/PE  Orchard Holdings Group

https://www.orchardholdings.com/





     Office Locations:

4030 Smith Road Suite 430
Cincinnati, OH 45209
Phone: 513-421-4100
Fax: 513-754-3595

 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Consumer Products & Services
  • Financial Services
  • Life Sciences & Healthcare
  • Manufacturing & Industrial
  • Transportation & Distribution

  •  

    Description:

    Orchard Holdings Group is the direct investment platform for a large, private mid-western family office. The investor group is led by an entrepreneur who built his own company from a small family business to a $20 billion diversified business services company over a period of several decades. The firm invests in businesses with the potential to create substantial long-term value. Orchard invests in established, well managed and consistently profitable businesses. The firm targets companies with Revenue $20-250MM; EBITDA of $5-25MM; and EBITDA Margins of 10% +. Industry Verticals include: Business Services, Consumer, Financial Services, Healthcare, Industrials, and Other/Opportunistic. Investment Size ranges from $20-75MM.



    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.
    Carol Alf CFO
    Kelley Konieczko Exec Asst
    Kevin Jackson Partner
    Phil Collins Founder and Managing Partner

     

    Portfolio companies include:


      BBJ Linen


      Bock & Clark


      Camargo


      Free Flow Wines


      Lucas Group


      Messenger


      Morphick


      Northpoint Recovery


      Tosca


      XLerate Group


     

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