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INVESTMENT CRITERIA

Investment Structure

  • Subordinated Debt

  • Non-Control Equity (Preferred)

  • Select Majority Equity (not core focus)

  • Liquidity Realization Timeline - Flexible

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Company Characteristics

  • Sales Revenue > $10 M

  • Historical EBITDA $2-10 M

  • US Based - Regionally focused on Central & Southern States

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Investment Size

  • ​Enterprise Value $10-30 M

  • $3-10 M Check Size per investment

Use of Proceeds

  • Balance Sheet Recapitalization 

  • Growth Liquidity Need

  • Strategic M&A Capital Need

  • Liquidity Infusion to Support Long-Term Strategy

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Company Ownership

  • Entrepreneur Owned

  • Independent Sponsor Owned

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Industry / Sector Focus

  • Manufacturing / Distribution / Industrial

  • Infrastructure

  • Technology / Telecom

  •  Business Services

  • Healthcare

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