The Tokarz Group

The Tokarz Group is an investment and advisory firm that describes its style as hands-on. It works alongside existing management teams to raise efficiency, cut waste and lift profitability. Growth comes from operating improvements, acquisitions and consolidations.

What The Tokarz Group does

• Debt and equity investment: funding for small and mid-cap companies in a range of industries, made through Tokarz Group Advisers.
• Operational involvement: senior professionals working directly with portfolio management.
• Private investing: the group can also partner with companies privately, outside its advisory vehicle.
• Fund vehicle: the TTGA SBIC Pioneer Fund is one of its investment options.

Who it works with

Mid-sized companies that have secure market niches, predictable profit margins and conservative valuations relative to growth. Sectors named are value-add food and food service distribution, healthcare and medical devices, and industrial manufacturing and services.

Key facts

• Advisory arm: Tokarz Group Advisers, a private equity firm and investment adviser
• Team experience: over 100 years of combined private equity management and operating experience
• Team background: includes former Wall Street analysts and a former head of intellectual property consulting at an accounting firm