CVF Capital Partners seeks to invest in small and medium-sized businesses in a range of industries across the Western United States. CVF can provide both debt and equity capital in flexible and creative capital structures, either as a standalone investor or with investment partners.

We invest in:

  • Management Buyouts
  • Growth or Expansion Capital Raises
  • Recapitalizations
  • Mergers or Acquisitions
  • Buyout of Retiring Owner(s)
  • Generational Transfers

Our target companies generally meet the following criteria:

  • Revenues of $10M to $100M
  • At least $1M of Cash Flow
  • Principal operations in the Western United States, most commonly in California or the Pacific Northwest. CVF will selectively consider transactions outside the Western U.S.
  • In business at least five years, with a minimum of three years of prior financial statements
  • Strong management team, either incumbent or previously identified as part of an acquisition
  • Meaningful management ownership and appropriate incentives

Investment Structure

  • Combination of Subordinated Debt and Preferred Stock instruments
  • Majority or minority equity investments
  • Investment size of $3M to $15M, with larger commitments possible through co-investment with other funds or sponsors
  • Board seat or observations rights
  • Investment horizon of approximately five years

Industry Focus

  • Business Services
  • Transportation and Logistics
  • Niche Manufacturing
  • Value-add Distribution
  • Niche Sub-contractors
  • Food, Beverage, and Agriculture