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| So·ci·us (sō’-shē-ǔs) n. (Latin) a partner, comrade, associate, ally |
Socius Capital provides financing to closely-held middle market companies seeking a
partner to replace an outgoing equity holder or to fund an acquisition strategy.
From offices in Sun Valley, Atlanta, Tampa and San Francisco, Socius works with
companies throughout the western and southern United States.
Over the course of extensive careers managing and investing in mid-cap businesses,
the principals have developed a disciplined financing approach to address the needs
of selling shareholders of closely-held organizations and then becoming the new
partner that remaining owner/managers desire and deserve. We work hard to help
drive significant increases in equity value for our partners - both remaining
owners/managers and our co-investors.
Our investment philosophy can best be summarized as follows:
partner to replace an outgoing equity holder or to fund an acquisition strategy.
From offices in Sun Valley, Atlanta, Tampa and San Francisco, Socius works with
companies throughout the western and southern United States.
Over the course of extensive careers managing and investing in mid-cap businesses,
the principals have developed a disciplined financing approach to address the needs
of selling shareholders of closely-held organizations and then becoming the new
partner that remaining owner/managers desire and deserve. We work hard to help
drive significant increases in equity value for our partners - both remaining
owners/managers and our co-investors.
Our investment philosophy can best be summarized as follows:
- Back builders of closely-held businesses
- Provide financing (debt and/or equity) and expertise to proven, profitable
companies with business plans that have manageable execution risk
- Focus on event-driven transactions, such as generational transitions,
growth through acquisitions, partnership disputes and recapitalizations
to buy out retiring or inactive shareholders
- Provide flexible capital structures that utilize combinations of debt and
equity financing to minimize dilution to existing owners
- Support portfolio companies through active board participation and by
facilitating access to world-class functional expertise to create enduring
equity value
| P. O. Box 7680 Ketchum, Idaho 83340 (415) 235-3260 Info@YourNewPartner.com |
| “Like other interpersonal relations, sometimes what started great with a business partner needs, well, to change. Socius Capital brings financing, real-world business experience, and a willingness to be flexible to help remaining owners/managers take their business to new levels of success.” |
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