Insights

Insights, trends and news from CapX Partners and our business partners. Keep up to date on the industry, our company and our investments by visiting our Insights, News and Events pages.

  • Eliminate Unknown Risks By Knowing Your Lender
    Middle market lending is as much an art as it is a science. Oftentimes when data discovery and exploration does an incomplete job of truly defining the company and its potential, there are intangibles that can make a company worthy of investment. Disclosure of these intangibles can make the business vulnerable, however, with the biggest threat from the most unexpected sources.
  • Defining specialty finance
    Recently, Steve Healey was a participant on the Specialty Finance Panel at iiBIG’s 2019 Private Debt Deal-Flow Summit. The first question was to really try and define what specialty finance entails as it represents a broad category of non-traditional lending.
  • Transforming Decision Making in Middle Market Lending
    Eric Starr offers some provocative insights about moving from origination to funding all in a millisecond.
  • CapX Wraps Up Equipment Financing for Food Packaging Company
    Combine a foreign ownership structure with complex financial statements and stand-alone financing becomes challenging. CapX broke through with a $9.8M lease financing package.
  • Workforce Management and Capital Equipment
    Recently, David Hawkins, CFO of El Dorado Packaging, a leader in innovative, customized packaging solutions, and Peter Washington, Director at CapX Partners, sat down to discuss Manufacturing 5.0. Their wide-ranging conversation covered everything from funding capital equipment to offshoring and new product development
  • New markets and new product opportunities
    Environmental concerns, including sustainability and clean packaging, are top priorities within the retail space. But adapting manufacturing processes and equipment to manage new priorities can be tricky.
  • Tariffs, offshoring and reshoring
    Are the tariffs positive or negative? Or perhaps a bit of both. El Dorado looks back at some old product lines to move forward to meet new challenges.
  • Alternative Lender or Bank…or Both?
    Building strong relationships with both a bank and an alternative lender can be a sound investment.
  • Carrying the momentum into 2019
    2018 was a whirlwind of deals with friends old and new.
  • Impact of the New FASB Lease Accounting Standards
    Designed to provide greater transparency on a company’s lease assets and liabilities, management will want to explore new lease process and operational procedures to save both time and expenses.
  • Ryan Smith Joins CapX Partners as Associate
    As an Associate, Ryan will support investment underwriting and evaluation, portfolio management and deal execution
  • Growth by Addition
    On the one-year anniversary of CapX joining the Accord Family, Mergers and Acquisitions magazine spoke to us about the synergy between the two organizations and our plans moving forward.