Industry Sectors

  • Manufacturing

  • Industrial

  • Business Services

  • Healthcare Services

  • Information Technology

  • Software

  • Energy Transition

 

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A company's success is our success. Our interests must be aligned and our commitments to each other must be clear and achievable.

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Company Characteristics

  • Targeting companies with EBITDA of $1M to $10M

  • Emphasis on business models with  free cash flows, recurring revenues and lower capex and consistent historical financial performance

  • Strong, Experienced Management team with demonstrated commitment to success

  • Defensible industry leadership or distinguished market niche

  • Growing market with fundamental value proposition

  • Asset base or reliable cash flows to support loans.

  • Located in the United States or its territories

 

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Transaction Structures

  • Senior Debt, Second Lien and Uni-tranche with Equity

  • Under 4x leverage

  • Use of Proceeds: Growth financing, Acquisition Financing, Management buyouts, Recapitalizations, Shareholder or liquidity events, ESOPS

  • Investment Size can range from $2M to $15M. We will consider larger transactions on a syndicated basis. We will consider smaller transactions if it is integral to a larger relationship.