Less than 2% of middle-market companies are publicly traded.
Public markets are more volatile than private markets.
Larger value creation and share growth accrues to investors as companies stay private longer.
Facilitation of ownership transfers
Removal of fatigued lenders
Extensive and deep network of operating resources
Long track record over various economic cycles
Active team with significant investment experience in lower middle market
Commercial Real Estate Developer
Mezzanine credit to expand bandwidth
Multiple fundings over the past 6-7 year exceeding $30mm in aggregate.
Seed capital for a new business line
Provided $6mm in two tranches to fund expansion of a new business line. The company went public and we are now the second largest shareholder.
Growth capital for business expansion
Provided $3mm to fund expansion, onboard significant new business, and transition from an enterprise to SaaS model. Capital also allowed the company to add 38+/- new employees.
Bridge loan to logistics company
Provided $1mm of capital needed for expansion, helped convert to a captive insurance solution, and cured a default under a credit facility with a prior lender.
Regional Fast Casual Restaurant Chain
Real Estate Secured Credit Facility
Provided $750K expansion on-boarding capital to open new locations.
Senior Secured Credit Facility
Helped cure a default under a credit facility with a prior lender.