Preserving legacies. Partnering for what’s next.
Methodica Capital is built on Midwestern values of hard work, family, and trust. We partner with business owners to ensure their life’s work thrives for the next generation.
HI THERE. WE’RE METHODICA CAPITAL
Considering selling your business or need growth capital? We can help.
At Methodica, we help founders and business owners achieve their next chapter.
What We Do.
Acquisitions & Investments
Partnering with owners to acquire and grow private businesses.
We work with owners who’ve poured their lives into their businesses and want a trusted partner to carry it forward with care. Our role is to be a trusted partner—bringing not just capital, but also the experience, judgment, and resources needed to support sustainable growth. We look for companies with strong foundations and growth potential and help unlock their next phase of success.
Exit Planning
Helping owners achieve maximum value through thoughtful transition strategies.
We understand selling a business isn’t just financial — it’s personal. We help owners plan transitions that honor their legacy and people. We help design exit strategies that balance liquidity today with the opportunity for continued upside tomorrow, often through equity rollover or phased transitions. Our goal is to preserve legacy, reward years of hard work, and ensure a smooth journey into the next chapter.
Operational Expertise
Hands-on value creation through strategic, operational, and financial improvements.
Methodica Capital takes a hands-on approach to building value. We roll up our sleeves alongside management, bringing practical, hands-on experience to help the business thrive. From optimizing working capital to pursuing strategic acquisitions, our operational playbook is focused on driving measurable improvements that position companies for enduring success.
Capital Structuring
Designing flexible funding packages for sustainable growth.
Every family and business is unique — we design flexible solutions that fit your needs, not a cookie-cutter model. We aren’t tied to Wall Street timelines. A bulk of each deals capital comes from our own family office, so we can invest patiently and creatively. We create flexible capital solutions that align the goals of business owners, management, and investors—whether through seller rollover, family office partnerships, or creative debt and equity structures.
OUR MISSION
At Methodica, our mission is to bridge the present with your “what’s next” through a proven process grounded in patience, integrity, and action.
We listen first, because your story matters. Your goals, your vision, your future—it’s all at the heart of what we do.
We measure success in years, not quarters. We want to see businesses thrive for the long haul, just as you do.
FAQ’s for Business Owners
Selling your business is a major decision and Methodica is here to guide you.
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For founder led and family owned business it can take many shapes. Sometimes there is another generation who wants to run the business but many times there isn’t.
Either way, we come alongside you to explore the options. If the business isn’t a good fit for us we likely know another interested investor.
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Not at all. Many owners sell part of their business, take some chips off the table, and keep a stake in the future growth. It’s like sharing in the upside while enjoying some well-earned peace of mind.
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We Listen and Seek to Understand
Chances are, we’re talking because you are likely thinking about selling your business or bringing on a partner to help it grow. Together, we’ll take a close look at your leadership, the opportunities in your market, and where you see things going long term. Once things are understood, we will develop an initial 100 day plan and hit the ground running.
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We know how much your employees mean to you — they’re like family. Protecting jobs and culture is always a priority in any transition.
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What’s Next
Core to our process is listening to what you really want. Are you looking to stay on and lead day to day operations or looking to us to take the reigns. Regardless, our goal is to ensure the business continues to thrive and have the legacy you build live on.
Our Investment Criteria
We look for companies much like the ones we grew up around — family-run, hard-working, community-rooted businesses that form the backbone of the Midwest.
EBITDA
$1.5M to $7M
REVENUE
$10M+
GEOGRAPHY
Midwest
Ownership
Founder or family owned, seeking succession or partial liquidity
Insights for Founders
Notes from our Journal
