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We focus on leveraged buyouts, recapitalizations, expansion capital investments, and select distressed opportunities. In addition to providing capital, we typically take an active role with each portfolio company in developing and executing strategic business plans and in pursuing add-on acquisitions. We provide access to our accounting, treasury, legal, and other support services when it will be helpful to the portfolio company. We pride ourselves on working closely with management in an attempt to execute business strategies and to build successful companies. Investment Team- Michael D. Luce, President & Chief Operating Officer
- Donald R. Beard, Vice President & Senior Managing Director
- Michael A. Rowland, Vice President & Senior Managing Director
- Winston H. Gillum, Jr., Director of Investments
- J. David Harper, Director of Investments
- Kevin P. Grebe, Director of Investments
- R. Lee Bryan, Senior Associate
- Emily T. Forman, Senior Associate
- D. Anne Liles, Senior Analyst
- Eric E. Essary, Senior Analyst
- H. Pettus Randall, Senior Analyst
- Charles S. Plauchè, Jr., Analyst
- C. Baxter Lee, Analyst
| Investment CriteriaWe seek to invest in companies which have an enterprise value between $10 million and $100 million, with a particular emphasis on transactions between $20 million and $50 million, and we seek to work with experienced management teams. | In a typical acquisition we focus on the following deal characteristics: - An exceptional management team with a demonstrated record of success.
- A defensible market position gained through a sustainable competitive advantage.
- The ability to grow cash flow through internal initiatives and/or add-on acquisitions.
- Management that wants to work with a value-added partner who brings more than capital to the table.
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Important Notices:- This site is designed to provide basic information about our alternative investment strategies. Nothing on the site is a recommendation that you purchase, sell or hold any security or other investment, or that you pursue any investment style or strategy.
- The password-protected portion of the site is designed for individuals and institutions that are “qualified purchasers” and “accredited investors.” Only such individuals and institutions may access the information on this password-protected site. All individuals and institutions requesting access will be screened to determine eligibility.
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