Investment Criteria

Minority Entrepreneurs with at least $1 Million in annualized revenue with a B2B/G focus

Minority Entrepreneurs interested in Early (15%); Growth (35%); and acquisitions (50%) financing.

Geographically located in the Midwest

 

Special consideration will be given to companies with supplier relationships located in the Cincinnati MSA or in a low-to-moderate income census tract that employ workers from targeted minority populations.

We are industry agnostic, with a particular interest in companies that compete in the following industries:

  • Technology
  • Data – Analytics
  • Fin – Tech
  • Construction
  • Distribution
  • Energy
  • Financial Services
  • Manufacturing
  • Professional Services
  • Transportation
  • Real Estate
  • HR Services
APPLY

Investment Committee

Our Investment Committee is comprised of seasoned investors who are responsible for making all the investment decisions of the MBA Fund I.

MARY ANN GRIFFIN

  • Chief Investment Officer of Salt Creek Capital, a family office​

  • Previous experience as Senior Investment Manager in the Private Equity team at Fort Washington

ROBERT JONES

  • Recently retired Senior Executive, Human Resources for GE Aviation

  • Active private investor with more than 75 private placement investments

J. CARTER McNABB

  • Principal at River Cities Capital, a growth equity fund manager
  • Leads the Firm’s healthcare investing practice

CARMEN ORTIZ-McGHEE

  • Executive Vice President of the National Association of Investment Companies (NAIC)
  • Leads membership base of 111 firms representing over $178Billion in assets under management

JOSEPH WOODS

  • Founder of Timber Bay Partners, a private equity fund manager
  • Previous experience as Managing Director and Head of Secondary Investments at Fort Washington

APPLICATION PROCESS

The MBA Fund I is a leading source of capital for entrepreneurs pushing the world forward. The planned $100 million fund provides equity and flexible debt financing for high potential entrepreneurs of color to support targeted acquisitions, traditional growth equity, and early-stage follow-on investment.

PROCESS FLOW

Apply

Founders and banks submit a Jotform Intake on behalf of the Minority B2B/G Business.

Review

Our team determines if you meet our investment requirements/thesis.

First Meeting

We will schedule a first call to get to know the founder and their team.

Mock Presentation

If selected to continue the Company will have a chance to practice presenting by conducting a mock presentation in front of our investment committee.

Due Diligence

Potential Investments will be connected to our SecureDocs location to provide all financial, legal, product, and customer information that is required to be considered a healthy risk.

Final Check

The deal is assessed by our investment committee and fund manager, who has the final say.

Investment Close

An the company receives a wire transfer of committed capital and becomes a part of the fund portfolio.

Portfolio Company

As a portfolio company we do not leave you, instead we provide advisory services to help you scale your business.

APPLY