Investment Approach

Middle-market Mezzanine Capital with Long-term Growth Opportunity

Investments

Investments generally range from $3 – 15 million, or larger through co-investment partners
Flexible pricing structures tailored for each transaction

Transaction Types

Private equity sponsored buyouts
Management and family-driven ownership transitions
Acquisitions
Recapitalizations
Growth capital

Company Characteristics

EBITDA of $2 million and above
Stable and growing end-market demand
Diversified customers, markets and suppliers
Demonstrated recurring revenue
Sustainable free cash flow
Proven management team

Investment Structures

All-coupon, fixed rate, subordinated debt
Subordinated debt with equity upside
Minority equity co-investments

Alternative Roles

We approach investments with flexibility and tailor our role to each situation participating as: a sole investor, the lead investor for a co-investment group, or as a co-investor with another institution.

How Can We Help?

Please contact any of our principals if you have questions about NorthCoast, our investments or investment approach.