Our investment strategy is focused on providing expansion capital financing to successful small and medium size companies through equity or mezzanine investments. We will mostly invest in product and market expansions, management buyouts, strategic acquisitions, corporate restructurings, and other transactions where there is experienced management and a successful track record.

We seek investment opportunities in a wide range of economic sectors including manufacturing, healthcare, telecommunications, wholesale, retail, transportation, and services.

Our preferred size of investment is from $500,000 to $1.5 million although, for transactions that require a larger amount of equity capital, we can assist in raising additional funds from our investors, other private equity funds, and through a network of approximately 450 SBICs with more than $20 billion in committed capital.

In selecting those opportunities to which we will allocate resources, we look for the following:

• An experienced management team with an excellent track record and strong credentials.
• Companies in growing markets or increasing market share in more stable markets.
• Companies with a proprietary or differentiable product or service, which deliver a unique business solution to their clients.
• Companies with attractive valuations and investment structures and which can provide multiple liquidity alternatives for our investment.
• Companies which can expand rapidly either through acquisitions or by leveraging existing sales and distribution channels.