Investor

Paul Kothari

Investor

Credentials: MBA, CM&AA

Specialties: Small Business and Entrepreneurial Investment

Experience: 5+ Yrs.

Licenses: None

Memberships: AM&AA   Phone: 404-419-6161 Ext # 9
Email: Investor@AxisFinancial.US

We provide capital for growth, acquisition, buyout, recapitalization and debt restructuring to privately-held profitable businesses in almost any service industry, preferably located in Georgia, Florida, South Carolina, North Carolina or Alabama.

Category Criteria
Industry
  • Small Businesses (Retail, Franchise, Hospitality etc.)
  • Consumer Services & Products
  • Business Services
  • Consumer Internet
  • Entrepreneurial Ventures (ITES, Healthcare, Education)
Business Profile
  • Lower Middle-Market
  • Privately Held, Preferably Owner-Managed
  • Profitable and Growing
  • Preferred Locations (Georgia, Florida, South Carolina, North Carolina, and Alabama)
Business Attributes
  • Attractive Industry/Market Dynamics
  • Superior Business Metrics
  • Defendable Competitive Advantages
  • Ability to Endure Economic Business Cycle
  • Improvement Opportunities (to grow earnings through capital investments, operational improvements, strategic acquisitions etc.)
Owners/Management
  • Experienced, Hands-On and Passionate about Growing Business
  • Have Meaningful Equity Ownership
  • Committed to Remain Engaged Throughout the Investment Term
  • Open to Making Changes Necessary for Business Growth
Financial Attributes
  • Favorable Revenue, Gross Margin and EBITA Trend
  • EBITDA > 10%
  • Stable, Predictable, and Positive Free Cash Flow
  • Limited Ongoing Capital Expenditures
  • Potential for Substantial Operating Leverage
Capital Purposes
  • Growth Financing
  • Acquisition Financing
  • Buyout (Partner/Shareholder Buyout. Management Buyout, Leveraged Buyout)
  • Recapitalization
  • Debt Restructuring

Note: We do NOT invest in real estate or capital-intensive businesses, seed-stage or public companies, turnaround or distressed situations, declining businesses or industries, unproven business models or unproven technology, companies materially vulnerable to technological obsolescence, and companies without management or where management will leave post-investment.