Transactions

We look for well-managed, forward thinking 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.

  • 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.
  • MediLogix
    Investment Date: August, 2015
    Fund: IV
    CapX provided a $4 million customized senior term loan to meet MediLogix's rapidly growing inventory demands.
  • 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.
  • 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.
  • 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.
  • 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.
  • Beanitos
    Investment Date: January, 2013
    Fund: IV
    To support the growing demand for healthier snacking alternatives, Beanitos turned to CapX for growth capital to fund an investment in manufacturing equipment for their bean-based snack products.
  • Polaris Hospital Company
    Investment Date: October, 2012
    Fund: IV
    CapX funded new assets for a new hospital facility, allowing the company's private equity sponsor to preserve its equity for future growth.