Embedded Files
Our Company:
Our Company:
We share unique insights, connections, and the passion for transactions in the lower middle market. We achieve continued success for stakeholders by drawing on our advisory, capital raising, and investing experiences.
Our Focus:
Our Focus:
We will serve as either an advisor and/or investor in each transaction. Our process is oriented towards working with companies that are at an inflection point of growth but lack the right resources dedicated towards a full scale capital markets efforts.
Transaction type: revolving credit lines, asset-based, cash-flow, leveraged buyouts (acquisition financing), unitranche, mezzanine (junior) debt, delayed-draw term loans (DDTL), venture debt, etc.
Our services are best fit for companies with the following:
Transaction Size: $5-50MM+
Financial Metrics: minimum revenue of $15MM+ and/or $2MM+ of EBITDA
Location: North America
Industry: agnostic
Transaction type: revolving credit lines, asset-based, cash-flow, leveraged buyouts (acquisition financing), private equity backed / sponsor finance, unitranche, mezzanine (junior) debt, delayed-draw term loans (DDTL), venture debt, etc.
Overall, we are industry agnostic but we have a history of transactions within the following sectors:
Business Services
Business Services
Managed IT services (cybersecurity services, cloud hosting, cloud managed services, compliance-as-a-service)
Technology-enabled services
Business process outsourcing (BPO) & governance, risk, and compliance (GRC)
Outsourced finance, planning, & accounting (FP&A) services
Outsources sales & marketing
Data management & business intelligence
Digital transformation & IoT
Software applications
Preferred end markets for highly regulated industries such as finance, legal, healthcare, government, education, etc.
Specialty Manufacturing
Specialty Manufacturing
Specialty tools, devices, & highly engineered components
Specialty packing, plastic molding, & extrusion, thermal insulation, powdered metals
Paper, plastics & packaging
Custom products or critical components supported by precision manufacturing
Critical components
Preference for commercial products with sticky customer base, lack of alternatives, preference for higher-quality and reliability
Healthcare
Healthcare
Control room & cleanroom consumable products
Specialty cleaning devices for pharma, semiconductor, or life-sciences industry
Safety solutions for commercial & industrial customers (first aid & safety providers, medical shears & cutting devices, emergency services kits)
Dental laboratory & surgical lab products (i.e. cases, crown, bridges, implants, FMRs, etc.)
In-home care and care management for chronic pain and ailments
Healthcare-focused back office services & BPOs
Food & Beverage
Food & Beverage
Consumer branded products
Specialty foods (organic, gluten-free, keto, all-natural, etc.)
Food inspection and QA / QC services
Co-manufacturing & co-packaging businesses
Industrial Services
Industrial Services
Aviation & aerospace aftermarket products & services including maintenance, repair, and overhaul (MRO) and retrofitting
Waste, safety, & environmental compliance services
Asset-lite equipment rental services
Logistics & supply chain management (3PL & 4PL)
Facilities services
Transportation
Telecom services
Home & Consumer Services
Home & Consumer Services
Heating, ventilation, and air conditioning (HVAC)
Lawn, maintenance, plumbing, and miscellaneous home care services
Storage centers
Electrical services
Our Values:
Quality
Quality
Maintaining quality in our relationships, transactions, clients, and process
Communication
Communication
Clear and accurate transparency with clients, capital providers, and referral partners in a timely manner
Efficiency
Efficiency
Being able to operate on tight timelines, punctuality with our capital relationships, and in our process on behalf of our clients
Integrity
Integrity
Honesty and transparency; only taking clients we have full confidence we can deliver financing
Navigate
Our Inspiration:
Apex Business Forms was founded in Southern Oregon by a husband and wife in the mid-1970s. For over twenty five years, the couple worked together to build up a small printing and business forms company which was successful enough to put five children through college and retire comfortably. They never considered running a business as something that would be easy nor came natural but they found success by establishing quality connections with good people and relying on their hard work ethic.
They lived life by the motto, "do what you have to do, no matter how difficult." They spent nearly 65 years together.
Page updated
Report abuse