FINANCIAL:

Profitable companies with at least $2 million of cash flow and/or EBITDA

INVESTMENT STRUCTURE:

  • Subordinated debt, preferred and common equity co-investments
  • Flexible structuring

INVESTMENT AMOUNTS:

$2 million to $10 million (able to accommodate larger investments through our network of limited and strategic partners)

INVESTMENT HORIZON:

3 to 7 years

GEOGRAPHY:

U.S. only

INDUSTRY FOCUS:

  • Broad industry expertise
  • Small and middle market focus

INVESTMENT CHARACTERISTICS:

  • Market leadership position in defined niches with sustainable competitive advantage
  • First-class management team
  • Potential for near-term accelerated growth trajectory