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  • $2 million to $30 million
  • Preferred equity, mezzanine debt or an advantageous blend of both
  • Ownership positions range from 20% to 80%

Preferred Sector Focus

  • Healthcare technology and services
  • Consumer products and services
  • Business Services
  • Software

Financial Profile

  • Annual revenue of $10 million to $50 million
  • Annual EBITDA of $2 million or more
  • Enterprise values of $15 million to $75 million
  • Emphasis on business with strong growth potential

Uses of Capital

  • Organic Growth
  • Buyout
  • Shareholder liquidity
  • Complimentary acquisitions
  • Reduction or restructuring of existing debt

Our Role

  • Active partner committed to working with management to maximize value
  • Advice on best management practices and models
  • Facilitate introductions to resources for management
  • Board representation
  • Day to day operations of the business is left to management, regardless of our equity ownership