Investment Overview 2018-06-12T08:47:16-05:00

Our Focus

Sectors of Interest
  • Consumer Products
  • Aftermarket Parts
  • Niche Distribution & Supply
  • B2B Services
  • E-Commerce
Demographics
  • Intriguing product, service, or brand
  • Primarily based in or near Southeastern U.S.
  • Minimum EBITDA of $500k
  • Committed management team
  • Clear path to growth and expansion
Situations
  • The business has a growth strategy in need of more capital.
  • Aggressive growth has created a need for a more robust corporate platform.
  • Founder/owner is in need of partners and liquidity.
  • The business can benefit from accounting system design, strategic plan development, cash flow management, administrative coaching, and other key areas of management.

Our Innovation

Niche Rationale
We Only Use Individual Investors We want to offer hard-working and successful individuals the opportunity to invest in privately-held companies, since that is who we are and who want to serve. We value and continue to build relationships that produce fruit for businesses, friends, and family for years to come. For these reasons, we choose not to be beholden to institutional funds of any type.
We are Post-Venture & Pre-Private Equity Unlike venture capital, we only invest in companies once they have achieved solid profitability and are on a steady growth track. Our target investments can be much smaller than typical private equity firms are willing to entertain, giving us the opportunity to carve out a potentially lucrative segment in the business life cycle, with smaller size, but higher potential returns.