INVESTOR-NC25I20402EB38320
$495.00
Purchase for full contact information of one or more deal team members. All purchases are final and non-refundable.
Description
PE Fund
Investment Structures
– First Lien Debt
– Second Lien Debt
– Equity Co-Investments
General Target Investments
– Investment Size: $3M – $15M
– Revenue: $10M – $150M
– EBITDA: $2M – $15M
– Location: US-Based Companies
– Industry: Agnostic
Investment Criteria
– Geography: Primarily U.S. (some Canadian opportunities)
– Ownership: Partners with sponsors/management teams
– Business Model: Recurring revenue preferred
– Positioning: Market leaders in niche segments
Target Situations
– Sponsor-backed acquisitions
– Recapitalizations & refinancings
– Growth capital investments
– Management buyouts
– Special situations/corporate transitions
Value Proposition
– 72-hour term sheet delivery
– 45-day average time to close
– Customized capital stacks
– Relationship-driven approach
– Deep lower middle market expertise
Differentiators
– One of the most active lenders in $3M-$15M check size range
– Willing to structure complex transactions
– Combines debt and equity solutions
– Former operators on investment team
Ideal Borrower Profile
– Established, cash-flow positive businesses
– Experienced management teams
– Clear value creation roadmap
– Sponsor-backed or seeking institutional partner