Current Strategy
Our typical corporate investment ranges from $2 million to $10 million and generally takes the form of preferred equity or convertible debt. Investment criteria for our corporate portfolio include the following.
Significant Growth Potential
The company should be positioned to achieve considerable growth from industry or market expansion or from increased market share attained through organic growth and/or acquisitions.
Qualified, Experienced Management
We invest only in companies whose management teams possess in-depth knowledge of and experience in their specialized industries.
Clear and Sustainable Competitive Advantage
We focus on companies with a demonstrable competitive edge as reflected by their ability to innovate, capitalize on emerging or untapped market opportunities and create products or services with intrinsic value for their customers.
Cash Flow Breakeven
The company should be cash flow breakeven or have a clear near-term plan for achieving that goal.