Providing bespoke capital solutions to private equity sponsors
Structured Equity
Equity capital that doesn't require surrendering control or material governance
Junior Debt
Junior financing with flexibility to be paid in kind, with or without warrants
Convertible Instruments
Debt-like obligations with a pre-determined yield and convertible to equity
Common Equity
A security that provides alignment with other common equity shareholders
Investment Scenarios
STRATEGIC M&A
Capital to effect highly strategic M&A transactions, often with extensive synergies that must be underwritten in concert with the buyer
MINORITY RECAPITALIZATION
Allows financial sponsor or founder-owner to sell a minority stake in the business to a like-minded partner, de-risking position while maintaining control
ESTABLISH VALUATION
Structured instruments can often cement valuations that are important to corporates or financial sponsors
GROWTH CAPITAL
Provide growth capital with less dilution than common equity
Case Studies
Demonstrated track record of making a wide range of investments that align with stakeholder objectives
