Industry Sectors
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Manufacturing
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Industrial
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Business Services
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Healthcare Services
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Information Technology
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Software
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Energy Transition
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
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Targeting companies with EBITDA of $1M to $10M
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Emphasis on business models with free cash flows, recurring revenues and lower capex and consistent historical financial performance
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Strong, Experienced Management team with demonstrated commitment to success
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Defensible industry leadership or distinguished market niche
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Growing market with fundamental value proposition
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Asset base or reliable cash flows to support loans.
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Located in the United States or its territories
Transaction Structures
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Senior Debt, Second Lien and Uni-tranche with Equity
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Under 4x leverage
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Use of Proceeds: Growth financing, Acquisition Financing, Management buyouts, Recapitalizations, Shareholder or liquidity events, ESOPS
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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.