Investment Strategy

Characteristics:

  • Size: $1 - $5 million per transaction
  • Geography: United States
  • Focus on sponsored deals and non-sponsored deals
  • Variety of industries

Structure:

  • First lien, second lien  and mezzanine debt with warrants and minority equity
  • Buyout, recapitalizations, refinancings and strategic growth

Target company profile:

  • EBITDA of $3 - $20 million
  • Proven and experienced management team 

  • Profitable with stable cash flow
  • Ability to service debt
  • Strong market position

Investment Offerings:

  • First Lien Loans
  • Second Lien Loans
  • Subordinated Debt
  • Equity Co-Investments

Transaction Types:

  • Leveraged Buyouts
  • Add-On Acquisitions
  • Recapitalization
  • Growth Financing
  • Debt Financing