INVESTMENT CRITERIA

Our typical investment size is between $3 million and $10 million. We can also complete larger transactions through our syndications group.

Typical Company Qualities Roster of Capital Instruments Target Industries
  • Revenues greater than $10 million
  • EBITDA greater than $3 million
  • Predictable and increasing cash flow
  • Historical revenue growth
  • Good growth prospects
  • Proven management team
  • Senior Debt
  • Second Lien Debt
  • Mezzanine Debt
  • Preferred and Common Shares
  • Equity Co-Investments
  • Manufacturing
  • Distribution & Logistics
  • Business Services
  • Healthcare & Education

Our roster of instruments allows us to achieve the optimal capital structure for the companies we lend to.