Investment Type
Privately negotiated, long-term investments
Security Type
Equity, debt, or a combination of both
Industry Sectors
Telecommunications, Information Technology, Technology-driven businesses (manufacturing, distribution, services), Special Situations
Typical Transaction Size
$3-15 million per investment
Company Type
Public companies with a market cap of under $250 million; select private companies
Business Size
$20+ million annual revenue run-rate; profitable or with a clear path to profitability
Ownership Positions
Influential minority, up-to-control positions
Investment Horizon
3-5 Years
Board Representation
Required in most cases