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