Investment Focus

We focus on two investment strategies:

Acquisitions and Recapitalization
  • Type: Established companies with historical growth in sales and cash flow
  • Structures:
    Straight Equity Common Units
    Preferred Units
  • Leveraged capital for straight acquisition or minority interest investment
      • • Management buy-outs
      • Leveraged buy-outs
      • Estate-oriented recapitalizations
  • Flexible structure – tailored to specific needs, such as:
      • • Acquisition strategy
      • Diversification strategy – business lines or geographic presence
      • Liquidity to buy out exiting partner(s)
      • Minority or majority positions
  • Immediate liquidity
Growth Capital
  • Type: Rapidly expanding profitable smaller companies in need of additional working capital
  • Structures:
    Redeemable Preferred w/ Warrants
    Sub Debt w/ Warrants
  • Benefits:
      • • Capital that allows companies to achieve next-level growth within established
         strategic plan
      • No loss of ownership control
      • Flexible structure – tailored to specific needs
      • Immediate liquidity
      • Quick transaction closing