Current Portfolio
In July 2006, Socius Capital completed a recapitalization of On The Scene Productions,
Inc, a Los Angeles-based pioneer in the field of electronic publicity. Funding for the
transaction was provided by Socius Capital, with support from an institutional fund and
a group of private investors.
Inc, a Los Angeles-based pioneer in the field of electronic publicity. Funding for the
transaction was provided by Socius Capital, with support from an institutional fund and
a group of private investors.
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In December 2008, Socius Capital helped Trevor Armstrong acquire Wazee
Companies, LLC from his retired father. Trevor had been in the business all his life
and had been successfully running the company for the prior several years. To
accomplish this generational recapitalization, Socius Capital led an investor group that
included a Boston based institutional investor and a group of high net worth individuals
in providing a combination of preferred stock and subordinated debt. A local bank also
provided a senior debt facility.
In January 2010, Socius assisted Wazee in the purchase of H&N Electric, thereby
significantly expanding Wazee's ability to provide service and parts to wind farms, to sell
and service overhead cranes/hoists and to repair and sell new electric motors
throughout the western US. See press release here: Wazee Acquires H&N
In Pacific Pharmacy Group was formed in 2007 to pursue a focused strategy of
acquiring independent, small footprint pharmacies located in medical office buildings
and hospital campuses in southern California. They currently operate nine units with a
number of additions pending. While typically a thin margin business, PPG has been
able to materially improve unit level operating economics through volume purchasing
and implementation of more sophisticated accounting and control systems.
Socius Capital focuses on investment opportunities where management partners
acquire or maintain a significant equity interest.
Companies, LLC from his retired father. Trevor had been in the business all his life
and had been successfully running the company for the prior several years. To
accomplish this generational recapitalization, Socius Capital led an investor group that
included a Boston based institutional investor and a group of high net worth individuals
in providing a combination of preferred stock and subordinated debt. A local bank also
provided a senior debt facility.
In January 2010, Socius assisted Wazee in the purchase of H&N Electric, thereby
significantly expanding Wazee's ability to provide service and parts to wind farms, to sell
and service overhead cranes/hoists and to repair and sell new electric motors
throughout the western US. See press release here: Wazee Acquires H&N
In Pacific Pharmacy Group was formed in 2007 to pursue a focused strategy of
acquiring independent, small footprint pharmacies located in medical office buildings
and hospital campuses in southern California. They currently operate nine units with a
number of additions pending. While typically a thin margin business, PPG has been
able to materially improve unit level operating economics through volume purchasing
and implementation of more sophisticated accounting and control systems.
Socius Capital focuses on investment opportunities where management partners
acquire or maintain a significant equity interest.
Prior Investments
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