Funding Guidelines
Investment Types
Must fit the criteria of Socially Responsible Investing (SRI):
- Existing Business
- Representative Sub-Sectors
- Telecom
- IT
- Energy & Energy Management
- Finance
- Real Estate
- Specialized Asset
- Intellectual Property
- Tax Credits
- Debt Instruments
- Bankruptcy Claims & Judgements
Cash Flow Preference
- Business or Assets with Recurring Revenue and Predictable Cash Flow
Other Factors We Consider
- Potential for Expense Reduction
- Viable Exit Strategy
- Strong Market
- Experienced Management Team
- Companies selling into an established, well-defined market
Transaction Types
- LBO’s or Other Buyouts
- Recapitalizations
- Expansion Financing
- Bankruptcy Acquisitions
- Real Estate Development Funding
- Funding collateralized by significant tangible assets
Role
- Investment Partner
- Strategic Partner
- Lender
Geography
- Midwestern United States
- Southwestern United States
- Other Regions if there are Strong Compensating Factors
