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.

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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