2015 Year in Review

By: Jeffry S. Pfeffer :: February 5, 2016

Providing excellent customer service is a critical component to any businesses success. We believe that for our customer’s businesses and we believe that in our own business. In the past two years, proof of our exceptional client service can be seen by the $150 million we have invested in their growth.

At the end of the year, over 1/3rd of our business came from repeat customers. This includes businesses returning for additional funds, showing they’re growing, succeeding, and wisely using capital to fund this growth. It also includes private equity sponsors we had worked with previously, now looking to work with us on a different client company. In 2015, CapX provided capital to 11 new portfolio companies as well as to another 8 who were repeat commitments. We are particularly proud to state that of the 19 total companies receiving funding, 8 involved sponsors with whom we had previously worked.

In the past year, we customized a debt facility to allow Fusion Academy & Learning Center acquire new site locations for its alternative private schools, efficiently implementing its strategy. A large syndicated commitment to Ziosk funded the deployment of their tablets at Olive Garden and other restaurant brands. We worked with firms such as Phase One Capital, to assist their client, Gray Line of Tennessee, obtain a combination of growth capital and new term debt financing.

These are just a few examples. Click here for a representative list of our 2015 commitments.

Jeffry S. Pfeffer, Managing Partner

In 1999, Jeff co-founded CapX and is the firm’s Managing Partner. His responsibilities include firm management, leading new business development, and serving as CFO for CapX.

Jeff has over three decades of small to midsize business finance experience focusing on delivering superior risk-adjusted returns to CapX’s investors. He co-founded the firm during an investment vintage when alternative secured financing strategies were deemed not “sexy.” He and his partners raised over $450...