Investment Criteria

We provide debt and equity capital to businesses that are seeking capital for acquisitions, growth, recapitalizations, and changes of control.  We target investment holds between $5 million and $20 million although can lead transactions as large as $50 million.  Our typical company has EBITDA of between $3 million and $15 million.  

Our investments may be structured in a variety of ways, including:

  • Unitranche debt, including last-out positions

  • Second lien debt

  • Subordinated debt

  • Preferred and common equity (when combined with a debt instrument)

Target portfolio companies will exhibit the following characteristics:

  • Quality and experienced management teams

  • Defensible market positions

  • Barriers to entry

  • Stable and growing cash flow

  • Leadership in positively impacting their stakeholders