Summit Investment Advisors

Disciplined Growth Investors is a registered investment adviser located in Minneapolis, MN, and is entirely employee-owned. The firm focuses on investment strategies across Mid Cap, Small Cap, and Balanced portfolios while emphasizing a commitment to independent investment management. With a philosophy rooted in reliability and informed decision-making, Disciplined Growth Investors seeks to provide valuable insights and support for its clients' investment needs. The company maintains a dedication to transparency, with informative disclosures available regarding its investment objectives and operational practices. Generated from the website

Ulland Investment Advisors Inc is a Minneapolis-based investment firm that offers a range of professional services, including intelligent fixed income strategies, defensive growth, and strategic equity solutions. With a team of experienced professionals, Ulland Investment Advisors Inc provides weekly market updates and insightful commentary to help clients make informed investment decisions.Generated from the website

Stone Arch Capital team consists of professionals with a unique blend of private equity, operating, investment banking and legal experience from firms such as Norwest Equity Partners, Churchill Equity Partners, SCF Partners, RBC Capital Markets/Dain Rauscher Wessels, Credit Suisse First Boston, UBS, Piper Jaffray, Inc, Shearman & Sterling, Deere & Company, Cessna Aircraft Co., Blount International, and Lukens Steel Co. Together, our team has a successful track record of investing in private equity, executing merger and acquisition transactions, and operating a wide variety of businesses that range from small start-up companies to the largest investment bank in the firm's core Midwest market. Collectively, Stone Arch Capital professionals have directed the purchase and sale of over 150 companies during their careers. Stone Arch Capital makes equity investments in lower middle market companies with revenues typically ranging from $20 million to $150 million. The firm focuses on companies located in the Midwest region in which Stone Arch Capital's principals have extensive relationships and transaction referral sources. Under unique circumstances, we will also examine and invest in companies located outside the Midwest. We target deal sizes between $20 million and $100 million, and invest in a wide variety of industries excluding real estate, technology, and commodity businesses. We partner with management teams to create long term value through growth opportunities and operational refinement. Stone Arch Capital's focus is investing in lower middle market companies primarily located in the Midwest region of the United States. Frequently, these companies are not readily identifiable and manufacture products or provide services which are not widely recognized. We value these companies because they are stable, profitable businesses with opportunities for growth and improvement.