Approach
- We partner with entrepreneurs, families and independent sponsors in support of buyouts, acquisitions, growth capital, and recapitalizations
- Cross-over solutions, including preferred and minority equity
- Significant operational resources available for management teams
- Credit advisory board
Headquartered in Newport Beach, CA and investing on a national basis
Details
Size:
- EBITDA $3-15 million
- Investment size $5-25 million
Structures include:
- Senior debt
- Can partner with existing senior lender
- Funded and delayed draw term loans
- Unitranche execution
- Tailored amortization schedules
- Maturities up to five years
- Subordinated debt
- Second lien or mezzanine debt
- Fixed rate and PIK interest options
- No amortization
- Maturities up to seven years
- Equity:
- Minority equity through co-invest
- Preferred equity structures
Industries
We invest in B2B and B2C companies, including services, manufacturing and consumer across the following end markets:
- Aerospace & Defense
- Alternative Energy
- Building Products
- Business Services
- Chemicals
- Consumer brands
- Contract manufacturing
- Financial services
- Food & Beverage
- Healthcare (non-reimbursement)
- Industrials
- Infrastructure
- Logistics
- Packaging
- Technology
- Telecommunications
- Transportation (including automotive)
