Our Investment Focus
CFB targets investments in companies that are leaders in attractive niche markets that share the following characteristics: significant and defensible market positions; differentiated products and services; scalable business platforms; and consistent financial performance. CFB targets investments arising from management buyouts, leveraged buyouts, recapitalizations, corporate divestitures, growth financings, and going-private transactions.
Annual Revenues | |
Greater than $8 million for platform companies No minimum for add-on candidates |
Transactions | |
Management buyouts Leveraged buyouts Recapitalizations Corporate divestitures Growth financings Going-private transactions Third-party/Fundless sponsored transactions |
Structure | |
Subordinated debentures Preferred stock Common stock Warrants |
Current Return | |
Interest Dividend payments |
Involvement | |
Board level advisors |
Target Traits | |
Proven management Proven cash flow Defensible market position Scalable business platform Growing niche |
Location | |
North America |
Exit Strategies | |
Sale to management Sale to strategic or financial acquirer Initial public offering |
Not Considered | |
Start-ups Turnarounds Unproven technologies Biotechnology Real estate Financial institutions |
