While we are a custom lending platform, we typically seek and adhere to key investment parameters with each transaction. Below are the criteria we most commonly consider, but we also maintain the flexibility to evaluate each potential investment opportunistically.
Investment Size: Our typical investment size is $3 - $10 million per transaction
Target Company: Revenues of $20-$200 million and EBITDA of $25 million or less
Geography: United States and Canada
Transaction Types: We invest in a broad array of transaction types including, but not limited to, buyouts, recapitalizations, refinancings, and strategic growth
Key Characteristics: Among our key investment considerations are 1) a proven management team with a track record of industry success; 2) a defensible market position; and 3) typically profitable with stable cash flow
Industry Focus: We invest across a variety of industries including, but not exclusively, healthcare, professional and business services, specialty finance, energy, manufacturing, distribution, consumer products, and retail.
Investment Structure: We invest at all levels of the capital structure including senior secured, mezzanine, convertible debt, preferred and common equity.