Investment Parameters


Investment Size and Ownership:

  • Targeting significant minority equity-based investments of between $25 million and $100 million (or larger with co-investors)
  • Targeting between 5% and 49% of total equity ownership

Investee Company:

  • Investments in proven business models in or alongside established companies

Securities:

  • Convertible preferred
  • Convertible debt
  • Common stock, options/warrants

Geographic Focus:

  • North America (primary)

Industry Focus:

Generalist in nature, but focused on industries in which Corporate Partners has broad and deep industry knowledge and relationships:

  • Consumer
  • Financial services
  • General industrial and business services
  • Health care
  • Power and energy
  • Technology, media and telecommunications

Governance:

  • Representation on portfolio company board and appropriate committees, as well as other customary contractual governance rights