Investment Strategy
We focus on creating custom financing solutions, which include revolvers, term loans, and equity co-investments. We can handle longer-term investments because we are supported by a depository funding model.
Financial
Profitable private equity sponsored companies with an EBITDA between $3 to $15 million and an EBITDA margin exceeding 10%
Structures
Revolvers
Classic Senior Term Loans
Senior Stretch Facilities
Equity Co-Investments
Amounts
Credit facilities of $10 to $50 million
Hold levels of $10 to $40 million
INDUSTRY Focus
Aerospace/Defense
Consumer
Distribution
Healthcare
Manufacturing
Services
Technology
Characteristics
Private equity sponsored
Family office-owned
Proven management team
Strong financial performance
Sustainable, recurring cash flow
Defensible competitive advantages
GEOGRAPHY
Based in North America
Total Partnership Approach
An eye for detail does not mean we work slower. Our team’s deep industry knowledge combined with an obsession for efficiency results in a turnaround time of under 72 hours. This swift response time is just one part what we call our Total Partnership Approach™ – a comprehensive methodology that reflects our emphasis on growing relationships rather than just focusing on the number of transactions.
Our resources, experience, and proven approach make us a true partner in private equity. We invite you to learn more about us from the private equity sponsors who have counted on us.