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

Company Characteristics

  • Targeting lower middle market companies with EBITDA of $1M to $10M with under 4x leverage

  • 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

 

Industry Sectors

  • Manufacturing,

  • Industrial,

  • Business Services,

  • Healthcare Services,

  • Information Technology,

  • Software,

  • Alternative Energy

 

Transaction Structures

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

  • 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.