Broker Check

Private Equity

Private Equity is a broad definition of investments that do not actively trade on market exchanges. There are many types and styles of private equity ranging from short, intermediate, and long time frames as well as conservative, moderate, and aggressive risk and return profiles. As an independent advisory company, we can help clients research and select private equity if it would be an appropriate addition to their portfolio strategy.

 

Mohlman Asset Management is a network member or investment partner with Private Equity Groups. The Fund will participate in transactions that have gone thru each groups own due diligence process. This position provides us with access to ideas and deal flow. Enclosed is a sample list of some of our Private Equity partners:

Main Street Ventures 
Indiana Angel Network
Serra Capital
VisonTech Partners
Elevate Ventures
Queen City Angels
Kohlberg Kravis Roberts
The Champion Group 
Altegris
Mutual Capital Partners
Allos Ventures 

 

The Kaufman Foundation  is a resource used to educate investors about the concept of Private Equity.  

 

Current Private Equity Portfolio Positions:  (Click on the link to view information on the company)

  • We are invested in the companies below and are pleased to annouce they are responsible for  creating over 1300 new jobs.  

EnosiX 
PeachWorks 
Revenew
Tinderbox 
Blue Pillar 
ALung Technologies 
Perkins / Koenig 
Cleveland Heart Lab 
FAST Inc. 
NX PharmaGen
7 Signal 
Diagnotes 
Sentio Inc.
Ferret Roll Forming 
Steadyserv Technologies LLC
Noxilizer Inc.
OrthAlign
Scale 
Bookit Commerce, Inc.
FNEX
Bowmar LLC
App Press
Cordiva
Vox mobile 
Lessonly
Emplify (Bluebridge)
RevLocal