Investment Criteria

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Products

Revolvers
First Lien Senior Secured Term Loans
Stretch Senior Term Loans
Unitranche Loans
First Lien Last Out Term Loans
Mezzanine Loans
Mezzanine Loans with Warrants
Convertible Notes
Equity

Company Size

$15 – $100 million in Revenue
$3 – $15 million in EBITDA

Transaction Types

Growth Capital
Equipment Purchases
Recapitalizations
Refinancings
Acquisitions
Management Buyouts
Generations Transfers

Customers

Owner/Operators
Management teams
Direct lending partners
Committed Sponsors
Independent sponsors

Select Credit & Investment Attributes

Experienced management team
Strong financial profile
Defensible market position
Strong barriers to entry
Stable/predictable cash flows

Management Team

We seek to collaborate with management teams that exhibit strong leadership and a proven track record of achieving high-performance results

Region

Companies located in the Southeast and Southwest United States