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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 Denver and San Francisco, Socius works with companies throughout
the western United States.
Over the course of extensive careers managing and investing in closely-held
businesses, the principals have developed a disciplined financing approach to
address the needs of selling shareholders of closely-held businesses 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 owner/managers and our 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 Denver and San Francisco, Socius works with companies throughout
the western United States.
Over the course of extensive careers managing and investing in closely-held
businesses, the principals have developed a disciplined financing approach to
address the needs of selling shareholders of closely-held businesses 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 owner/managers and our 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 partnership disputes,
generational transitions, growth through acquisitions and
recapitalizations to buyout 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
| 6505 East Dorado Place Greenwood Village, Colorado USA 80111 303-221-5262 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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