Current Portfolio

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Atlanta, GA

Quick serve restaurant franchisee operating over 475 locations

Investment Type: Combination of preferred stock and equity

• 7 separate investments to fund acquisitions that supported Founder/CEO’s growth plan

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Tampa, FL

Provider of natural products for pets, including joint, dental, lifestyle, remedy and overall wellness products.

Investment Type: Mix of debt and equity

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Atlanta, GA

Disruptive provider of pine straw and mulch in the Southeast

Investment Type: Equity

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Santa Monica, CA

Leading middle-market specialty lender for borrowers with limited access to credit market

Investment Type: Mix of debt and equity

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Charlotte, NC

Final mile delivery logistics solution

Investment Type: Equity

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West Point, GA

Broadband provider for rural US with focus on Michigan

Investment Type: Equity

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For more information related to our comprehensive portfolio advisory services, please review our Wealth Management Relationship Summary.