While industry-agnostic, our focus is situation-specific.

01 — Target Situations

target situations

Where creative capital and an experienced partner make the difference.

Businesses requiring creative debt or equity capital to address complex or urgent strategic, operational, financial or growth challenges
Owners / Entrepreneurs desiring liquidity, creative succession planning or a sale
Management teams needing strategic capital and an experienced partner to execute a recapitalization or buyout
Parent companies / institutional owners desiring to spin out, sell, liquidate, or restructure non-core, discontinued, stressed, or underperforming businesses
Shareholder groups desiring take-privates of public companies
Out-of-court or in-court restructurings, debt-to-equity conversions, reorganizations or turnarounds

02 — Investment Screens

Investment Size

Up to $50 Millionequity

Revenues

Up to $2 Billion

EBITDA

No minimum threshold

Geography

North America

Industry

Allincluding hard asset–working capital intensive industries

Governance

Operational & Financial Control

03 — Deal Structures

Control and non-control equity investments

Full capital stack for spin-outs, carve-outs or divestitures

Business / asset purchases resulting from 363 / ABC sales, reorganization processes or loan foreclosures

Portfolio purchases

Senior, subordinated, bridge or mezzanine financing

Working capital or cash alternatives

Rescue, DIP and exit financing

Secondary market purchase of debt, bonds, IP or trade claims