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Investment Team
Investment Criteria
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Who Are We
Investment Team
Investment Criteria
Portfolio
News
Contact Us

Portfolio

/All/Current Investments/Prior Investments

Carson-Dellosa Publishing Group

Engineered Network Systems, LLC

Kwik-Tek Inc. (now Airhead Sports Group)

SMG Extol LLC (d/b/a Direct Line)

Sure Fit Inc.

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Investment Criteria
Portfolio
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Contact:
Guardian Capital Partners
Devon Square I
724 W. Lancaster Avenue,
Suite 120
Wayne, PA 19087
Tel: 610.263.0100
Fax: 610.465.8900

Email:
gcp@guardiancp.com

Support Professionals

Janet L. Stott CPA, Chief Financial Officer/Chief Compliance Officer
jStott@guardiancp.com | Vcard

Ms. Stott’s responsibilities include fund and management company accounting and tax oversight, and financial planning analysis. Ms. Stott also manages all compliance activities. Ms. Stott has considerable experience in fund accounting and also currently serves as CFO/CCO of TL Ventures, Penn Mezzanine and Valley Forge Capital. Ms. Stott was a Senior Manager with KPMG LLP, working with its audit and assurance group.

Advisory Board Members

Russell C. Ball III, Advisory Board Member
Mr. Ball is CEO of Wind River Holdings, L.P., a private investment company, which acquires and grows lower middle market businesses in partnership with management in the industrial, business and consumer services, and financial services sectors in the U.S.

John M. Ballbach, Advisory Board Member
Mr. Ballbach was until recently Chairman, President and CEO of VWR International, LLC. VWR is a $3.3 billion global distributor of laboratory and scientific supplies with operations in over twenty countries. Mr Ballbach is a board member of The Valspar Corporation and Celanese Emulsions GmbH.

Steven C. Graham, Advisory Board Member
Mr. Graham founded Graham Partners, Inc. a leading lower middle market private investment firm, and serves as the firm’s Senior Managing Principal. Mr. Graham oversees all of the activities of the investment firm, including investment sourcing, evaluating, monitoring and divesting.

Robert E. Keith, Jr., Advisory Board Member
Mr. Keith is a Co-Founder and Managing Director of TL Ventures, a $1.5 billion group of venture capital funds. He is also a Co-Founder of EnerTech Capital, a specialty energy-focused investment firm making early to expansion stage venture investments.

David J. Martinelli, Advisory Board Member
Mr. Martinelli was Founder and Managing Partner of Harvest Fund Advisors, LLC, a multibillion investment manager focused on energy investments. Mr. Martinelli has nearly a decade of energy master limited partnership operating experience having served as principal and majority owner of Glenmoor Partners LLC, which led a management buyout of the General Partner of Buckeye Pipeline Company.

Christopher F. McConnell, Advisory Board Member
Chris McConnell is president of Adondo Corporation, an investment firm specializing in applying computational linguistics to quantitative long-short equity management. Previously, Mr. McConnell co-founded CFM Technologies, a global semiconductor capital equipment manufacturer which went public on the NASDAQ and was later purchased by Mattson Technologies.

Pamela A. Strisofsky, Advisory Board Member
Ms. Strisofsky currently serves as an investment advisor and trustee to a few significant families, including a large multi-generational family trust. For more than 15 years, Pam was a Managing Director and CFO of TL Ventures, an early-stage venture capital firm with $1.5 billion under management as well as CFO and Advisor to EnerTech Capital Partners.

Paul Swanson, Advisory Board Member
Mr. Swanson is President and CEO of Hauser Capital Markets, the private equity investment entity of the Hauser Group. Mr. Swanson has over a decade of private equity experience. His responsibilities include researching and determining private equity funds in which to invest, managing co-investment opportunities and raising capital.

John C. Van Roden Jr., Advisory Board Member
Mr. Van Roden is the retired Executive Vice President and CFO of GlatfelterInc., a global producer of specialty paper and engineered products, and is a current board member of numerous public and private companies.

Target Criteria

Companies that we target will have the following attributes:

General

Family-owned business
Corporate divestiture
Primarily headquartered in the United States
Control investments

Financial / Operational Characteristics

$20 million to $100 million in revenue
History of stability and profitability
Margin improvement and organic growth opportunities
Competitive advantage and defensible market position
Strong installed customer base

Industries / Sectors

Consumer Products
Niche Manufacturing
Specialty Business Services

Download Investment Criteria

Portfolio

Carson-Dellosa Publishing Group

CIS Global LLC

Corporate Call Center, Inc.

Engineered Network Systems, LLC

Hyper Pet LLC

Kwik-Tek Inc. (now Airhead Sports Group)

McCubbin Hosiery, LLC

PPI-Time Zero, Inc.

R&D Altanova

RIO BRANDS, LLC

SMG Extol LLC (d/b/a Direct Line)

Sure Fit Inc.

Support Professionals

Advisory Board Members

Target Criteria