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Criteria.jpg

Criteria
 

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

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