Investment Process

We seek opportunities with solid management teams, proven products and substantial growth potential. Our investment process includes rigorous due diligence prior to making an investment. We welcome investment referrals from investment banking firms, brokers, lenders, attorneys, accountants, consultants, business executives and other investors. All information provided to us is treated confidentially.

Deal Structure

Our investments are typically structured as a combination of debt and equity securities. The debt portion of our investments may be structured as senior or junior debt and may be partially or fully secured. We currently invest between $5 million and $15 million per transaction, and we may participate with a network of co-investors. We offer flexible and customized investment structures to fit the specific needs and resources of each company. We will participate as the sole investor, act as lead for an investor group or co-invest with other investors including other private equity funds. Our investments may be in conjunction with other debt or equity investments, which we may assist in arranging.

We develop close partnerships with the companies in which we make investments. Typically, one or more St. Cloud principal or advisor will serve on the Board of Directors. In addition, our support for our portfolio companies can involve making available appropriate additional consulting and advisory services from affiliated or third party sources. Our common goal with each of our portfolio companies is maximizing their performance and valuation.