v Industries
• Aerospace, Defense and Technology
• Manufacturing
• Healthcare
• Business Services
• Energy
v Transaction Types
• Refinance
• Management Buyouts
• Recapitalizations
• Acquisitions
• Growth Finance
v Revenues
• $25 to $100 Million
v EBITDA (Cash Flow)
• $2 to $10 Million
v Investment Size
• $3 to $10 Million
v Forms of Investment
• Subordinated Debt with Warrants
• Convertible Subordinated Debt
• Senior Secured Debt with Equity Participation
• Debt with Revenue Share
• Selective Co-Equity Investments
v Geography
• Northeast
• New England
• Midwest
• Southeast
• Canada