Investment Focus

• 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

• 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

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