Middle Market Financing & Investing

The Anthony Lanford Private Capital Investing area of business seeks to invest in growing businesses and serve as a partner including management where applicable.

Our focus on the intrinsic value of a business enables us to invest in a broad variety of securities across the capital structure. We have profound flexibility in the kinds of investments we make. For example, we can act as a lead or minority investor and we can provide both equity and debt financing. We typically enter into investments between $5 and $50 million and have the ability to support the growth of our portfolio companies with supplemental capital, both internally and externally.

The Anthony Lanford Private Capital Investing area of business seeks to invest in growing businesses and serve as a partner including management where applicable.

Our focus on the intrinsic value of a business enables us to invest in a broad variety of securities across the capital structure. We have profound flexibility in the kinds of investments we make. For example, we can act as a lead or minority investor and we can provide both equity and debt financing. We typically enter into investments between $5 and $50 million and have the ability to support the growth of our portfolio companies with supplemental capital, both internally and externally.

We create custom solutions for each investment. Our highly skilled team of business and investing professionals allows us to develop unique perspectives and develop creative solutions that provide the optimal structures for our portfolio companies. We aim at securing that we always have sufficient resources to ensure the attention needed by our portfolio companies

Partnering with Anthony Lanford. Our long history of financing allows us to focus our underwriting on the underlying financial assets and understanding our client’s needs.

We have a long-term focus. This investing culture allows us to focus our time and effort on understanding and executing our portfolio companies’ long-term growth plans.

We back and appreciate talented management teams. We partner with management teams that possess strong visions and expertise ensuring the growth of their companies.

We value relationships and building trust. We create trustworthy, lasting relationships with owners and management teams and continuously build the trust of our portfolio companies by honoring commitments, responding to needs and communicating directly on what is feasible in the given situation.

 

Advantages

We provide middle-market companies with flexible and tailored capital solutions on a daily basis, while acting as a close partner to management and other stakeholders. Our sometimes unorthodox angle of attack present prospective and existing clients with clear advantages.

Custom-Tailored Solutions. Each company we work with is unique and requires a carefully constructed solution. We give each of the companies we invest in the opportunity to help create the structure that works best for them.

Value Enhancement. We act as value-added partners with management and other stakeholders. Our Portfolio Operations Team assists management in identifying and executing value enhancement initiatives. We limit involvement to initiatives expected to cause measurable improvements in value creation and measure success through value enhancement, not fees or use of captive services.

 

Deep Industry Knowledge. We work closely with experts across our network to gain deep insight and expertise across industry sectors. Our team’s strong experience across industries in which we focus serves as an advantage to management teams. We can provide access to third-party resources and industry experts to provide insights into industry trends and competitive dynamics.

Investment Profile

We pursue investments with the following characteristics:

 

Transaction Type

  • Growth equity
  • Acquisition capital
  • Recapitalizations
  • Pre-IPO financings
  • Selective restructurings
  • Reverse Merge

 

Investment Criteria

  • Investment Size:        $5-50 million
  • Minimum Revenue:    $4 million
  • Minimum EBITDA:      $1 million
  • Strong management team possessing charisma
  • Recurring revenue business model

 

Investment Structure

  • Mezzanine Debt
  • Preferred Equity
  • Common Equity
  • Time to market investments

Investment Role

  • Lead investor
  • Minority stakes
  • Co-investments 

 

Target Industries

  • Biogas and Biomass
  • Green Energy
  • Healthcare services and technology
  • Software and technology-enabled services
  • Niche technology companies