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.
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Digital OceanInvestment Date: June, 2014Fund: IVCapX developed a strategy that allowed Digital Ocean to draw down incremental tranches of capital to better match the Company’s scaled financing needs.
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Rupari Food Services, Inc.Investment Date: May, 2014Fund: IVCapX’s lease facility will fund new cooking and packaging equipment and will fulfill the Company’s need for increased production capacity.
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Aquion EnergyInvestment Date: April, 2014Fund: IVTrinity Capital Investment and CapX Partners partnered on a $20 million venture debt loan to meet the existing and future debt financing needs of Aquion, an early stage energy storage company with a disruptive battery technology.
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Arandell CorporationInvestment Date: March, 2014Fund: IVArandell’s objective was to refinance its balance sheet by pairing specialized debt providers with a new banking relationship.
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Lake County PressInvestment Date: January, 2014Fund: IVThe ultimate goal was to provide LCP with a longer term and more flexible debt structure. CapX funded a $2.8M subordinated loan that was tailored to fit LCP’s future growth and liquidity needs.
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Mid Valley IndustriesInvestment Date: December, 2013Fund: IVCapX provided Mid Valley with an equipment lease facility which was used to purchase a mission critical equipment asset, allowing for expansion of its manufacturing capabilities, fulfilling increased product demand for a variety of industry sectors.
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GTUITInvestment Date: December, 2013Fund: IVCapX designed a debt solution to address immediate capital needs of the company. This $7.0 million equipment lease line of credit will fund GTUIT’s equipment growth.
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21st Century OncologyInvestment Date: December, 2013Fund: IVCapX provided a $11,175,000 equipment sale leaseback facility. The lease will fund 21st Century’s immediate and short-term equipment growth capital needs.
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Walnut Hill Physicians' HospitalInvestment Date: September, 2013Fund: IVCapX provided a $10,000,000 equipment lease facility to help Physicians' Hospital acquire new equipment to open its eleventh healthcare facility.
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R. R. Street & Co.Investment Date: September, 2013Fund: IVCapX provided a tailored $2.8M subordinated loan that was structured to both Street and its commercial bank’s needs.
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Caro Nut Company, Inc.Investment Date: April, 2013Fund: IVBolstered by the Company’s strong customer relationships across the Candor AGS portfolio, CapX was able to provide Caro Nut with a lease line of credit to be used to purchase mission critical equipment.
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NetShape Technologies, Inc.Investment Date: March, 2013Fund: IVCapX provided NetShape with a $2,000,000 capex lease line of credit which will allow NetShape to increase its manufacturing capabilities and fulfill product demand.