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"Brett Fadeley is one of the most creative, focused, and thoughtful business leaders in the areas of financial, operational, and capital investment navigation. His expertise in areas of optimizing business processes, executive leadership development, and application of solid principles of business turn-around in everyday work environments catapulted Brett to among the brightest and most effective in delivering value-added technical assistance to organizations."

-Dr. Joseph Wise
- Co-Founder & Chief Education Officer at Distinctive Schools Foundation

Private Equity/Note Purchase Criteria

Note: These are general criteria; we evaluate each opportunity based on its unique characteristics in the context of the market. Therefore these criteria do not guarantee approval.

Company Purchase Criteria:

  • Equity – must have controlling share - 51%+ - would consider claw-back position only after milestones have been achieved and all investment capital has been recovered.
  • Equity structure of common stock or convertible preferred.
  • Investment size of not less than $500,000.
  • Articulated exit strategy.
  • Mez Debt – subordinated with warrants and participating preferred stock.
  • Projected cash on cash annualized ROI of no less than 30% inclusive of exit/liquidity event.
  • Peak historical annual revenues not less than $5,000,000.
  • Management team in place for 3+ years.
  • Participation in active management, with clear organizational restructuring opportunity.
  • Creditors willing to restructure bank and vendor debts.
  • Company located within 3 hours of Orlando.
  • Growth market in early expansion stage with clear product need/branding – scalability.

Industry Criteria:

  • Desired industries: education, health care services/devices/tools/diagnostics, biotech, outsourcing/information services, industrial equipment manufacturers, alternative/renewable energies, manufacturing, distribution, transportation, technology-MIS.
  • Not considered: retail, mature stage companies, construction related companies, rapidly changing technology companies, financial lending companies, companies with environmental liability issues.

Note Purchase Criteria:

  • Collateral located within 3 hours driving distance of Orlando.
  • Collateral value supported by current appraisal/evaluations on the basis of fair market, orderly liquidation, or liquidation value as appropriate to each individual situation.
  • Clear title and title insurance for all real estate.
  • No impairment or environmental issues with collateral.
  • Disclosure of any continent liabilities/no pending legal action or tax liens.
  • Personal guarantees required, open to consideration of pro-rata or collateralized guaranties at a minimum of 150% of pro-rata amount.
  • Minimum loan seasoning of 24 months prompt payment.
  • Variable interest rates or willingness to modify to market rate.
  • Loan maturity to match underlying collateral.
  • Hold harmless agreement acknowledged by all parties.
  • Leverage, liquidity, solvency and other standard covenants.
  • Typical loan size of $500,000+.

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