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.

  • Fusion Academy & Learning Center
    Investment Date: December, 2015
    Fund: IV
    CapX customized a debt facility to allow Fusion acquire new site locations for its alternative private schools, efficiently implementing its strategy.
  • Arro Corporation
    Investment Date: October, 2015
    Fund: IV
    To fulfill the Company’s goal of meeting short-term capital growth needs, CapX provided a $2,250,000 secured term loan.
  • WorldTEK Events
    Investment Date: October, 2015
    Fund: IV
    Recognizing WorldTEK's proven track record, CapX provided a term loan to help close an acquisition transaction and position the Company for ongoing growth.
  • Gross & Janes Corporation
    Investment Date: October, 2015
    Fund: IV
    CapX provided a customized structure enabling the Company to refinance its current debts and well position itself for future growth.
  • 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.
  • 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.
  • MediLogix
    Investment Date: August, 2015
    Fund: IV
    CapX provided a $4 million customized senior term loan to meet MediLogix's rapidly growing inventory demands.
  • 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.
  • All Around Roustabout, LLC
    Investment Date: November, 2014
    Fund: IV
    CapX provided a customized equipment lease line of credit to fund new machinery and equipment that will be immediately put into the field to service AAR’s contracts with oil producers and drilling companies.
  • Acumetrics
    Investment Date: August, 2014
    Fund: IV
    CapX provided a $3 million senior term loan, refinancing the company’s existing debt and providing additional growth capital, positioning the Company to exploit significant growth opportunities on both sides of its business.
  • 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.