AAVIN EQUITY ADVISORS, LLC

Thesis

AAVIN EQUITY ADVISORS, LLC (AAVIN) is a private equity firm founded in 1999, headquartered in Cedar Rapids, Iowa. The firm focuses on founder or family-led buyout and recapitalization transactions within the lower middle market of the United States, particularly in the Middle America region and other underserved areas. AAVIN actively partners with strong management teams to foster long-term business growth through internal expansion or strategic acquisitions. Their investment strategy centers on identifying high-growth opportunities, management buyouts, and recapitalization transactions, primarily investing in expansion-stage and late-stage companies with positive cash flow and revenues typically under $50 million. AAVIN acts as a lead investor, providing significant value through active involvement in strategic planning, finance, marketing, recruiting, and acquisition analysis. They invest in both private and public companies across various industries including Consumer Goods, Business Services, professional services, retail trade, manufacturing, medical devices, health care services, and computer and software services. AAVIN manages three funds with a total AUM of $275 million, with their most recent fund, AAVIN Capital III, L.P., closing with $63 million. As an SBIC, AAVIN III can leverage 2:1, bringing its total investable capital to $189 million. Typical investment sizes are suggested to be between $1.5 million and $5 million.