Targeted Investment Criteria

Transaction Size:

• Investment size $1-3 million
• Majority and significant minority transactions

Transaction Type:

• Growth/late-stage venture equity
• Private high yield debt
• Buy-and-build
• Roll-up strategies

Company Profiles:

• Established traction in marketplace
• Achieved proof of concept and commercialization
• Poised to scale up for international growth

Sector Focus

Clean Tech

• Oil & Gas Services
• Alternative Energy
  • Technology
  • Project-level
• Water and Waste Treatment
• Emerging Technology

Communications

• Telecom Services
• Digital Media
• Enabling Technology

Real Estate

• Multifamily Housing
• Hospitality

Selected High Growth Opportunities

• Other sectors as appropriate