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.

  • 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.
  • Rupari Food Services, Inc.
    Investment Date: May, 2014
    Fund: IV
    CapX’s lease facility will fund new cooking and packaging equipment and will fulfill the Company’s need for increased production capacity.
  • Aquion Energy
    Investment Date: April, 2014
    Fund: IV
    Trinity 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.
  • Arandell Corporation
    Investment Date: March, 2014
    Fund: IV
    Arandell’s objective was to refinance its balance sheet by pairing specialized debt providers with a new banking relationship.
  • Lake County Press
    Investment Date: January, 2014
    Fund: IV
    The 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.
  • Mid Valley Industries
    Investment Date: December, 2013
    Fund: IV
    CapX 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.
  • GTUIT
    Investment Date: December, 2013
    Fund: IV
    CapX 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.
  • 21st Century Oncology
    Investment Date: December, 2013
    Fund: IV
    CapX provided a $11,175,000 equipment sale leaseback facility. The lease will fund 21st Century’s immediate and short-term equipment growth capital needs.
  • Walnut Hill Physicians' Hospital
    Investment Date: September, 2013
    Fund: IV
    CapX provided a $10,000,000 equipment lease facility to help Physicians' Hospital acquire new equipment to open its eleventh healthcare facility.
  • R. R. Street & Co.
    Investment Date: September, 2013
    Fund: IV
    CapX provided a tailored $2.8M subordinated loan that was structured to both Street and its commercial bank’s needs.
  • Caro Nut Company, Inc.
    Investment Date: April, 2013
    Fund: IV
    Bolstered 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.
  • NetShape Technologies, Inc.
    Investment Date: March, 2013
    Fund: IV
    CapX 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.