WHILE NO small business LOOKING FOR CAPITAL CAN CHECK THE BOX ON EVERY CRITERIA, WE TYPICALLY INVEST IN COMPANIES WITH THE DEAL AND OPERATING CHARACTERISTICS OUTLINED BELOW:

 
 

Company Criteria

 

Above average year over year growth rates.

History of sound financial performance with stable and predictable earnings and cash flow.

Product lines with extended life cycles and low obsolescence risks.

Products or services with stable demand and a defensible market position.

Positive outlook for sales growth and margins.

Annual or projected near-term revenues of between $3 million and $50 million.

Illustrate need of temporary capital (3-5 years) for either business expansion or execution of a strategic plan.

Privately, closely held by owners and/or managers who have a substantial investment in the company.

Led by a highly talented, committed, and experienced management team.

 

Deal Structure

Private Debt:  senior, mezzanine and subordinated debt

Preferred Equity

 

Geographical Preference

Southeastern United States

 

Investment Size

Minimum Investment   $500,000
Total Investment    $1,500,000 – $4,000,000

 

Markets

Business Services
Financial Services
Healthcare
Industrial / Manufacturing
Information Technology