Our Strategy

“Our investment strategy is simple. We work with management teams, business owners, financial sponsors, and independent sponsors to provide them with private credit and private equity financial solutions for long term growth. We individually tailor each investment to the needs of our clients to best support their goals and to add value to their business.”

- Joe Alala, III, Founder & CEO

We Specialize in Both Private Credit & Private Equity

Transaction Types:

  • Buyouts
  • Recapitalizations
  • Strategic Acquisitions
  • Dividend Recapitalizations
  • Debt Refinancings
  • Add-ons

Structures:

  • Senior Credit Facilities
  • Unitrache Credit Facilities
  • Mezzanine Credit Facilities
  • Control Equity Capital
  • Minority Equity Capital

Investment Sizes:

  • Control Equity - $5MM to $25MM
  • Minority Equity - $2MM to $10MM
  • Mezzanine - $10MM to $50MM
  • Loans - $25MM to $150MM
  • Fund Investments - $1MM to $5MM