Jack L. is a successful investment banker in San Francisco whom I have known for a few years.
Jack offers a private investment partnership which generates current income and capital appreciation
through direct placements of senior or subordinated secured debt and, in some instances, convertible
debt securities in hyper-growth private and public companies.
Jack seeks companies experiencing successful growth, yet are typically underserved by
traditional lower middle market investment firms. He approaches each investment opportunity with a
customized, risk-adjusted model tailored to meet the capital objectives of the company.
His transaction structures yield a secured base return with upside potential for significant capital
appreciation. Equity participation includes, but is not limited to, conversion rights and
options/warrants to purchase common or preferred stock.
Jack typically invests $1 million to $10 million in each principal transaction.
SECTORS OF INTEREST
Growth Capital: Capital support for business plan and expansion initiatives
Recapitalizations: Improvement of capital structure, preservation of cash flow
Acquisition Financing: Capital support for contingent merger or acquisition event
Bridge Financing: Short-term working capital to a foreseeable recapitalization event
Liquidity-based: Provides partial liquidity event for owners, while maintaining a
significant equity stake in the business