Private Equity Investments

Our experience is with growing low to medium technology manufacturing companies in the growth stage.

We have strong skills in protecting the downside as we began private equity careers working with investments in distressed portfolio companies.  In addition, we have hands-on experience investing in private companies in numerous industries and stages, investing in private equity funds with diverse investment strategies, and investing in commercial real estate.

  • Sourcing leads, often with other private equity investors
  • Due diligence on companies, management team and boards of directors
  • Financial analysis of companies, markets and competitors
  • Negotiating with company officials and other investors
  • On site audits of companies’ manufacturing / delivery capabilities
  • Participate in professionalizing management, focusing on governance
  • Exiting through ordinary course, liquidation or sale

Further, we have led due diligence reviews of hundreds of private equity managers and of private companies.  We have restructured equity and subordinated debt instruments to provide measured returns of capital.  We have been involved in all stages of private equity fund formation from fund raising through negotiating agreements.

We can provide examples from the $100 million distressed portfolio resolved as an institution’s Chief Liquidation Officer, a breakout of the $1.77 billion invested as an institution’s Chief Investment Officer, and engagements through CGS Financial Services, LLC, to establish three private equity funds, a hedge fund and a boutique investment banking firm, and examples of deals reviewed and made.