OVERVIEW

Mutually Beneficial Relationship

Our success as an investor is, in large part, dependent on the resources offered by our extended community.  In recognition of the value that we receive, we are pleased to pay referral fees to investment bankers, business brokers and other intermediaries who generate equity investments for us.* 

Just as you are a valuable resource to us, we invite you to contact us for an honest assessment of a prospective investment or to access industry information.  Through our affiliation with Wedbush Securities, we also can provide information regarding the capital markets.

Please review our Investment Guidelines for more detail, summarized as follows:

  • Revenue of $10 – 50 million
  • Profitable
  • Initial equity investment of $2 - $10 million
  • Growth opportunities, organic and/or via acquisition
  • Management co-invests in transaction
  • Located in the Western United States
  • Control or non-control transactions

We pride ourselves on responsiveness and welcome discussing potential opportunities with you.  Feel free to contact any of us by calling (213) 688-8018.

 

*  Referral fees are eligible to be paid upon our successful closing of an investment.  To qualify, your introduction must be to a company that we are not already in contact with.  Merely providing lists of companies does not qualify.