We take minority interest via subordinate debt, preferred equity, common equity, or any combination of them, using various payment structures including all cash, earn-outs, funding of expenses or major asset purchases, and assumption, sharing and/or guarantee of existing debt.
| Category |
Details |
| Capital and Support |
- Sole Investment Between $50K to $5M
- Strategic Co-Investment, If Capital Requirement > $5M
- Strategic Relationships
- Board Service
- Management Support, If Needed
|
| Transaction Characteristics |
- Subordinated Debt (Non-amortizing, interest only payments)
- Subordinated Debt (With a warrant)
- Common or Preferred Equity (Typically in combination with a subordinated debt investment)
- Straight-Up Equity (Typically we are a minority equity investor with investment horizon around 5 years)
- Equity in Exchange for Debt Assumption or Guarantee
|
| Payment Structure |
- All Cash at Closing
- Earn-out Payments (contingent on the future performance of the business)
- Assumption, Sharing and/or Guarantee of Existing Debt
- Periodic Funding of Operating Expenses
- Major Asset Purchases
|
| Our Process |
- Step 1: Initial Review (Includes analyses of company’s financial information and operating plan)
- Step 2: Meeting with the Owners (To learn more about the business and the opportunity)
- Step 3: Preliminary Proposal (Term Sheet / LOI – for review and discussion, which outlines the basic framework and economics of the transaction)
- Step 4: Site Visit (which is followed by the preparation and execution a definitive Term Sheet)
- Step 5: Due Diligence and Closing
|
| Contact Us With |
- Business Description with its Competitive Advantages (or moat against the competition)
- Achievable and Reasonable Plans for Growth
- Financial Statements (for the last 3 years)
- Annual Operating Plans (for the next 3 years)
- Management Bios
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