Our Advantage and Formula for Success

• Proven management team with complementary skills, history and strong chemistry
• Senior level decision-making experience
• Senior level experience with mergers, acquisitions, and business valuations
• Senior level operating experience in creating positive liquidity event for shareholders
• Business development and modeling expertise Strong investment management experience

Our Process

• Target mature cash generating companies with known market parameters
• Hands On Approach to management of all portfolio companies
• Accessibility from our Syracuse office
• Strategic planning processes with efficient implementation to existing processes
• Being cognizant of the change dynamics of any corporate acquisition
• Implementation and integration of standardized financial reporting, budgeting and project management processes
• Consolidation, integration and efficiency of scale

Our Advisory Board

• Use of investors and active board members to holistically vet all acquisitions and portfolio building strategies
• Exit and / or consolidation strategy begins day one
• Consulting with professional advisors, M&A partners and broker connections to gain real time market intelligence

Fund Summary

• Active investor utilizing the management team’s operating, marketing and liquidity event experience
• Mature businesses with predictable cash flows
• Controlling interest, Target low leverage
• No regional competitiion for market share allowing robust market opportunites, high barrier to entry
• Selective and opportunistic
• Seasoned, complementary management team
• Ample opportunity to create synergies for consolidation, and profitable spin offs
• Facilitate growth towards profitable exit
• Consistant and attractive returns anticipated, facilitated through strong growth
• Community reinvestment act vehicle with SBIC application after closing
• Sr. Secured Debt and Equity provider to growth companies in the Small and Micro-cap sectors