Case Studies

We look for well-managed, forward thinking middle market 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.

  • Arandell Corporation
    Investment Date: March, 2018
    CapX provides premier printing and omnichannel solutions provider with one-stop equipment finance solution, supporting capital expenditure and plant expansion financing needs.
  • Javo Beverage Company, Inc.
    Investment Date: December, 2017
    CapX fuels Javo Beverage with $5 million equipment credit facility enabling the acquisition of new equipment better suited to the company's growth.
  • Aerostar Aerospace
    Investment Date: December, 2017
    CapX taps into value of company’s high-complexity equipment to provide growth capital.
  • SkinCure Oncology, LLC
    Investment Date: December, 2017
    CapX boosts SkinCure Oncology’s growth, preserving firm's working capital while providing $2.5 million in growth financing.
  • Dicom Transportation Group
    Investment Date: October, 2017
    CapX announces first cross-border portfolio investment providing $7.25mm lease to Dicom Transportation
  • Adler Hot Oil Service
    Investment Date: October, 2017
    Seeking a balance sheet refinance, Adler Hot Oil Service's financial sponsor Spell Capital Mezzanine Partners selected CapX because of its existing relationship and knowledge of Adler, CapX’s ability to move quickly, and certainty of close.
  • Unitas Global
    Investment Date: September, 2017
    Fund: IV
    CapX Partners Structures Equipment Lease to Support Unitas Global’s Strong Growth Trajectory
  • Poultry Supply Chain Management
    Investment Date: August, 2017
    Fund: IV
    Equipment lease capital improves operating efficiency and margins while leaving senior banking relationship undisturbed.
  • Califia Farms
    Investment Date: August, 2017
    Fund: IV
    Rapid growth across product lines and further global expansion pushed Califia Farms to diversify their capital sources. CapX was introduced as an equipment finance specialist that could work with the investors as well as the company’s lenders without disturbing the rest of the capital structure.
  • Commercial Landscape Services Company
    Investment Date: May, 2017
    Fund: IV
    CapX efficiently underwrote an equipment lease line of credit while the company refinanced their senior bank facilities.
  • Gehl Foods
    Investment Date: February, 2017
    Fund: IV
    CapX provided Gehl with a $15 million customized equipment lease facility to help fulfill the company's need for increased manufacturing capacity.
  • Imperial Frozen Foods
    Investment Date: August, 2016
    Fund: IV
    Looking to fund state of the art packaging and bagging equipment for multiple production lines and provide needed capacity for growth, CapX stepped in with a customized equipment lease line of credit.