Criteria

Structure:

• Preferred or common equity
• Senior or subordinated debt

Investment Type:

• Management-backed recapitalizations, corporate divestitures, growth financings, working capital expansion, fundless sponsors.

Size:

• Companies with EBITDA greater than $0.5 million
• Investment sizes from $1 – 15 million

Industry:

• Generalist approach across a broad range of industries
• Past investments include: business services, manufacturing, healthcare, consumer products & services, value-added distribution

Target Profile:

• Niche businesses with strong competitive positions in small and/or fragmented industries.
• Strong regional businesses where physical location and relationships are important.
• Companies with recurring revenues, attractive cash flow characteristics and meaningful growth opportunities.
• Either profitable companies in need of a growth capital partner or underperformers, turnarounds, and special situations experiencing operational difficulties or navigating a complex sale process.

Geography:

• Entire United States, with a heavy emphasis on Southeastern USA

Management:

• Exceptional management teams with a proven track record seeking a growth-oriented capital partner.
• We also can provide management teams and operating partners when needed.