We have experience in subordinated debt investing, equity investing, PIPE transactions and bridge note financing.
We typically invest in non-startup businesses with established or imminent revenue and strong management teams. We will also consider select new venture and turn-around situations where we believe we can add value.
Please see our portfolio investments.
We are able to offer several unique benefits to our partners, including:
■ Access to sophisticated financial and business advice in mergers and acquisitions, financing, joint venturing and strategy
■ Flexibility as to how we structure investments and accommodate the needs of various stakeholders
■ Our ability to quickly understand, evaluate and execute investments
■ Access to a deep network of influential individuals across multiple industries and geographies
■ Ability to lead or participate in investments
■ Access to co-investors for larger transactions
Typical Investment Terms
Investment Size: $3MM – $10MM (ability to lead or co-invest with a syndicate)
Security Type: Flexible in order to accommodate the needs of stakeholders; typically subordinated notes and / or preferred stock
Hold Period / Maturity: 1 to 5 years
Equity Features: Minority (non-controlling) interest; board observation rights