INVESTMENT CRITERIA

In today’s ever changing and often turbulent marketplace, efficient access to capital is critical. Being a diligent investor requires us to carefully evaluate and mitigate the risk inherent in a particular opportunity. Being a valuable business partner requires that we take a creative and collaborative approach to due diligence, underwriting and structuring of a transaction.

Key Characteristics for Operating Businesses

  • Proven management team with a meaningful equity stake in their company
  • Proven cash flow with positive growth trend
  • Scalable business platform with a defensible market position

Lending

Subordinate Debt for Operating Companies and Real Estate Projects

Equity Investments

Growth Capital in the form of Preferred Equity or Minority Common Equity Ownership

Real Estate

Joint Venture or Preferred Equity for commercial or multifamily development, redevelopment and value-add projects

Acquisitions

Purchases or Participation in Purchases of Operating Businesses