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Sacramento skyline and Tower Bridge on the Sacramento River

Our Strategy

Where We Invest

Central Valley

Venturing into the heart of California, the Central Valley, we recognize its increasing potential. Spanning 19 inland counties and hosting approximately 18% of the state's population, this region anticipates the fastest growth in California through 2040. While agriculture is its cornerstone, the Central Valley's diversified economy extends into industrials, business services, consumer discretionary, materials, and information technology. CVF sees the Central Valley as fertile ground for investment, driven by its favorable location, climate, cost of living and quality of life, attracting businesses poised for growth.

California

Starting off in the golden state of California, where opportunity thrives, we strategically navigate the dynamic terrain of the area's growing economy, boasting a GDP of $4.1 trillion and contributing over 14% to the total U.S. GDP. At CVF, we know that smaller transactions are often overlooked by larger providers, that is why we are focused on investing in the diverse sectors of the state's leading industries, such as financial services, professional and business services and manufacturing. Our commitment to California’s market has elevated us as a premier provider of mezzanine capital to lower-middle-market businesses across the entire state.

Map of California with the Central Valley highlighted
Outline map of California
Map of the Western United States with the Pacific Northwest circled

Pacific Northwest

Turning our gaze towards the Pacific Northwest, we capitalize on its stellar rankings in numerous business studies and its recognized growth prospects. While larger investment funds gravitate towards urban markets, CVF recognizes the untapped potential in less-urban areas, particularly for lower-middle-market companies hungry for event-driven capital. With investments already made and a burgeoning deal network established, CVF stands poised to nurture small business growth and investment in the region. Our deep-rooted experience in Washington and Oregon positions us as ideal partners for local entrepreneurs, ready to propel their ventures to new heights.

Black and white Sacramento skyline along the Sacramento River

Target Company Criteria

Revenue $20M-$100M
>$2M in EBITDA

+

5 years in business
3 years of financial statements

+

Strong Management team
Western US Based
Selectively open to other regions

+

Businesses with  management ownership
and proper incentives

Investment Focus

Small to mid-sized businesses across the Western US with emphasis on California and Pacific Northwest
Senior Debt, Subordinated Debt, Preferred Stock, or Minority Equity
Typical investment size $5M to $15M, with up to $3M in follow-on capital
Larger Transactions Supported via co-investment with partners
Management Buyouts, Growth or Expansion Capital, Recapitalizations, Mergers and Acquisitions, Buyouts of Retiring Owners, Generational Transfers, Independent Sponsor Backing

Sectors of Interest

Business Services and
Technology-enabled Businesses
Logistics
and Value-Add Distribution
Niche Manufacturing and Subcontractors
Healthcare and Healthcare-Adjacent
Food, Beverage, and Agriculture
CVF Capital Partners logo
1590 Drew Avenue, Suite 110 Davis, CA 95618      cvfcapitalpartners.com  |   530-757-7004
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