Our investment approach is to make majority or minority equity investments and provide subordinated/convertible debt when appropriate. Transactions include capital for selected companies and entrepreneurs to acquire business, liquidity for owners to exit or recapitalize their businesses, and growth equity for plant and equipment purchases and working capital needs.
A growth equity investment is a transaction whereby a business raises capital by selling a minority interest in the company to an investor. The funds are typically used for acquisitions, working capital or other business investments while the owner maintains majority ownership and continues to manage the business.
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A management buyout is a transaction whereby a business owner(s) sells a large majority or 100% interest in the company to an investor while maintaining little or no ongoing ownership stake or management role in the business. Additionally, existing management is given the opportunity to obtain a significant ownership stake and continues to manage the recapitalized business.
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A majority recapitalization is a transaction whereby a business owner(s) sells a majority interest in the company to an investor to raise cash while maintaining a significant minority ownership stake and continuing to manage the recapitalized business.
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