Investment Criteria

  • $2 million to $20 million funded as equity, mezzanine debt with warrants or a combination of the two
  • Middle-market companies with an enterprise value between $10 million and $100 million and an operating profit of at least $1 million
  • Companies with experienced management teams that have been in operation at least three years and are headquartered in the United States
  • Companies with a diversified customer base and defensible market position in a stable or growing industry
  • Companies with stable cash flow and the capacity to grow