Valesco is focused on providing long term capital to select, growth-oriented lower middle market businesses.
We specialize in partnering with a company’s management team and utilizing our strategic, operational and financial resources to support the business’ growth initiatives.
For Management Teams & Independent Sponsors Seeking Funding
Valesco has a long and successful history of working with management teams and sponsors. We understand and appreciate the value that these groups bring to a transaction. We are a leader in providing capital for independent sponsored situations due to Valesco’s:
Experience with situations not “packaged” for sale
Ability to conduct due diligence fast and efficiently
Ability to provide equity, subordinated debt, or both
History of establishing meaningful ownership positions and economics for management team and sponsor sourced opportunities
For Investment Bankers
Valesco encourages opportunities from investment banks and business intermediaries. We develop meaningful and long-term relationships with investment bankers by:
Our flexible capital structure (control or non-control equity, subordinated debt)
One-stop-shop with proven ability to close
Respond to opportunities fast and efficiently
Timely indications of interest
Established team with a history of closing
Investment Criteria
While our interests span a broad range of industries, we are strictly dedicated to growing small and lower middle-market companies. Our preferred investments are businesses located in the United States that generally possess the following characteristics and satisfy the investment criteria below:
Ownership
Privately owned companies, preferably family and founder owned and operated
Types of Investment
At Valesco, our investments take a variety of forms, including majority, minority or debt in some instances.
Sectors
Manufacturing, value-added distribution and business services
Economics
$4 – $10 million of EBITDA with greater than 10% EBITDA margins
Geography
Headquartered in the United States
Areas Avoided
VC/Startup, Real Estate/Financial Services, Turnaround/Distressed
Types of Investments
Majority Investment
Unlike other investment companies, Valesco has access to all of the funds needed for the buyout, which can be structured with any combination of equity and debt.
Minority Investment
At Valesco, we believe in partnerships. Business owners don’t have to sell their whole business and give up control, but rather bring on a successful partner to help grow their business.
Subordinated Debt
Whether it’s buying a competitor or adding a new production plant, subordinated debt can be a cost-effective way to accomplish goals and foster growth/expansion.
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