Investment Profile

We invest in profitable companies located in the western US with established track records and solid potential for future appreciation. We focus on fundamentals - management, financial performance, operational execution and sustainable growth. We consider a wide range of transaction types, including:

Mezzanine Debt

  • Acquisition financing
  • Growth capital
  • Leveraged re-capitalizations
  • Refinancing of existing debt
  • Private equity sponsored buy-outs

Equity

  • Equity infusions
  • Management buy-outs
  • Re-capitalizations
  • Go-private transactions

Find Out More

Click below to learn about specific debt and equity investment criteria.

Mezzanine Debt

Equity