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