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The Mendota Group
The Mendota Group is an SEC-registered investment adviser in Madison, WI, registered since 2007. It manages $254 million in assets, with $249 million on a...
The Mendota Group
The Mendota Group is an SEC-registered investment adviser in Madison, WI, registered since 2007. It manages $254 million in assets, with $249 million on a discretionary basis. The firm has 5 employees and 5 investment advisers.
General information
Firm type
Private Equity
Year founded
2000
Location
Region
North America
Country
United States
City
Madison
Corporate office
Madison, WI, United States
Sector focus
Frequently asked questions
What is The Mendota Group's investment strategy?
The firm executes buyout, growth equity, and succession-driven recapitalizations in the lower middle market. It targets founder-led businesses and corporate carve-outs with equity checks between $5 million and $25 million. Sector focus spans business services, niche manufacturing, and enterprise software, with a strong preference for companies based in the Upper Midwest — Wisconsin, Illinois, Minnesota, and Indiana.
How does The Mendota Group source proprietary deal flow?
Mendota's sourcing model relies on deep regional relationships rather than broad auction processes. Operating from Madison, the firm works with local intermediaries, attorneys, and regional banks across Wisconsin, Illinois, Minnesota, and Indiana to access founder-led businesses that are not widely marketed. This relationship-driven, geography-concentrated origination strategy is a defining feature of firms that commit to lower-middle-market investing outside major financial centers.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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