PE  Monument Advisors

     Office Locations:

255 N. Alabama, Suite 333
Indianapolis, IN 46204
Phone: 317-656-5065
Fax: 317-656-5060



  • Middle Market



  • Business Services
  • Manufacturing & Industrial
  • Transportation & Distribution



    Monument Advisors, Inc. is an Indianapolis-based private equity firm focused on management buy-ins, management buyouts, leveraged buyouts, and recapitalizations in the lower middle (microcap) market. The firm partners with Midwest management teams to acquire and help build companies within the service, distribution and manufacturing industries with enterprise values between $8 and $20 million. The partners manage Monument Capital Partners 2, L.P., a $22.5 million private equity fund raised in 2000, investing the fund in increments from $1 million to $3 million in the equity portion of management-led and other leveraged acquisitions. The firm also makes follow-on investments in its portfolio companies to support additional acquisitions and expansion. Monument Capital Partners 1 makes mezzanine oriented investments (sub-debt with warrants) of $750,000 to $2 million.

    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B

    Investment Team:

    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Joseph P. Schaffer Managing Director
    Larry S. Wechter Founding Managing Director
    Terry D. Lee Controller
    Tony Walker Principal


    Portfolio companies include:

      Felins USA
        web link

      Foam Rubber Products
        web link

        web link

      Instrument Development
        web link

      Insurance Auto Auctions
        web link

      Mountain Muffler
        web link

      Nationwide Distribution
        web link

        web link


    Recent News: