Investment Profile

INVESTMENT CRITERIA
  • $500,000 - $2 million per investment
  • EBITDA of $500,000 - $5 million
  • Established businesses with history of profitability
  • Virtually any industry, so long as the business is not engaged in activities contrary to the moral teaching of the Catholic faith
  • All 50 states
  • Capital support available for ownership transitions, acquisitions, growth
  • We prefer to come alongside an SBA 7a borrower
INVESTMENT STRUCTURE
  • Mezzanine investment; subordinated debt with granted equity, or redeemable preferred equity and common equity co-investments
  • We do not seek control nor active management of the business
  • 5% to 15% common equity stake; board seat or board observation rights
  • Interest or dividend rate of 10-14% net of fees
  • Ten year or longer term; interest only