Transactions

We look for well-managed, forward thinking businesses that share similar values. We work best with organizations that are open to value-added capital as we seek to differentiate ourselves from our commodity type lending competition. Some examples of these mutually beneficial relationships can be found below.

 
JD Norman

INVESTMENT DATE: September 2015
FUND: IV

 

CapX is providing a strategy that allows JD Norman to draw down incremental tranches of capital to better match the Company’s scaled financing needs.
MediLogix

INVESTMENT DATE: August 2015
FUND: IV

 

CapX provided a $4 million customized senior term loan to meet MediLogix's rapidly growing inventory demands.
Ziosk

INVESTMENT DATE: September 2015
FUND: IV

 

Multi-million dollar commitment funds the deployment of Ziosk tablets at Olive Garden and other restaurant brands.
Gray Line of Tennessee

INVESTMENT DATE: August 2015
FUND: IV

 

Phase One Capital, working on behalf of Gray Line, approached CapX looking for a combination of growth capital and new term debt financing.
Adler Hot Oil Services

INVESTMENT DATE: May 2015
FUND: IV

 

CapX delivers a debt solution to address immediate capital needs to accelerate growth and meet demand
 
TGI Systems Corporation

INVESTMENT DATE: December 2014
FUND: IV

 

CapX funds TGI Systems with $5M to Support Multi-Year Customer Contracts
 
All Around Roustabout, LLC

INVESTMENT DATE: November 2014
FUND: IV

 

CapX designed a debt solution to address AAR's immediate capital needs to accelerate the Company's growth and meet market demands.
GRO-WELL Brands

INVESTMENT DATE: December 2014
FUND: IV

 

GRO-WELL sought mezzanine debt that could help their senior bank lender replenish their revolving line of credit and support the Company’s revenue growth. CapX designed a $5.5 million second lien mezzanine debt solution to address immediate capital needs of the Company.
Arro Corporation

INVESTMENT DATE: September 2014
FUND: IV

 

Arro has successfully expanded its customer base and penetrated new markets. To fulfill the Company’s goal of meeting short-term capital growth needs, CapX provided a $2,250,000 secured term loan.
Acumentrics Holding Corporation

INVESTMENT DATE: August 2014
FUND: IV

 

Acumentrics turned to the market to improve its capital structure. CapX provided a $3 million senior term loan that refinanced the Company’s existing debt and provide growth capital.
Karmaloop, Inc.

INVESTMENT DATE: June 2014
FUND: IV

 

CapX and Comvest Partners teamed up to provide growth capital to the world's leading street wear retailer, Karmaloop, equally sharing the total senior loan facility including a material increase to working capital. CapX was able to expedite its due diligence and close within 30 days.
Digital Ocean

INVESTMENT DATE: June 2014
FUND: IV

 

CapX developed a strategy that allowed Digital Ocean to draw down incremental tranches of capital to better match the Company’s scaled financing needs