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Fund Strategy

Our goal is to provide promising middle–market businesses in our region with the intellectual and financial capital necessary to accelerate business growth and maximize value. By partnering with the management teams of our portfolio companies, we hope to help build and guide the long–term success of our investments for the mutual benefit of the owners and our investors.

Our typical investment profile:

Industry: Generalist, across business services; light manufacturing and distribution; healthcare; retail and consumer products; media and publishing; information technology; construction services; sustainable technology and services; and food/beverage/agri-business

Geography: Underserved communities in California and the Southwest

Company Profile: Minimum of $10 million in revenues and cash flow greater than $1 million: (i) outstanding, proven and mature management teams; (ii) large, growing market opportunities; (iii) differentiated solutions with sustainable competitive advantages; (iv) scalable business models which are either profitable at the time of investment or have a clear, near-term path to profitability; (v) a clear path to liquidity in a five year timeframe; and (vi) the ability for the General Partner and its General Partner Advisory Board to add significant value over the lifecycle of the investment.

Use of Capital: Expansion/growth (including acquisitions), recapitalizations, buyouts, financial restructuring, corporate spin-outs and divestitures, and consolidation opportunities

Investment Size: Generally $2-6 million, but with capacity up to $30-50 million through affiliated fund partners

Investment Life: 3-5 years

Management: Experienced, talented, honest and committed

Minority Investment Opportunity: Given the geographic region we cover, we also look pro-actively for opportunities to invest in minority-owned or minority-targeted enterprises, particularly those serving the rapidly expanding Hispanic community.