Transactions
We look for well-managed, forward thinking businesses that share similar values. We work best with organizations that are open to value-added capital as we seek to differentiate ourselves from our commodity-type lending competition. Some examples of these mutually beneficial relationships can be found below.
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WorldTEK EventsInvestment Date: October, 2015Fund: IVRecognizing WorldTEK's proven track record, CapX provided a term loan to help close an acquisition transaction and position the Company for ongoing growth.
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Gross & Janes CorporationInvestment Date: October, 2015Fund: IVCapX provided a customized structure enabling the Company to refinance its current debts and well position itself for future growth.
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JD NormanInvestment Date: September, 2015Fund: IVCapX is providing a strategy that allows JD Norman to draw down incremental tranches of capital to better match the Company’s scaled financing needs.
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ZioskInvestment Date: September, 2015Fund: IVMulti-million dollar commitment funds the deployment of Ziosk tablets at Olive Garden and other restaurant brands.
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MediLogixInvestment Date: August, 2015Fund: IVCapX provided a $4 million customized senior term loan to meet MediLogix's rapidly growing inventory demands.
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Gray Line of TennesseeInvestment Date: August, 2015Fund: IVPhase One Capital, working on behalf of Gray Line, approached CapX looking for a combination of growth capital and new term debt financing.
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Adler Hot Oil ServicesInvestment Date: May, 2015Fund: IVCapX delivers a debt solution to address immediate capital needs to accelerate growth and meet demand.
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Digital OceanInvestment Date: June, 2014Fund: IVCapX developed a strategy that allowed Digital Ocean to draw down incremental tranches of capital to better match the Company’s scaled financing needs.
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Aquion EnergyInvestment Date: April, 2014Fund: IVTrinity Capital Investment and CapX Partners partnered on a $20 million venture debt loan to meet the existing and future debt financing needs of Aquion, an early stage energy storage company with a disruptive battery technology.
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BeanitosInvestment Date: January, 2013Fund: IVTo support the growing demand for healthier snacking alternatives, Beanitos turned to CapX for growth capital to fund an investment in manufacturing equipment for their bean-based snack products.
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Polaris Hospital CompanyInvestment Date: October, 2012Fund: IVCapX funded new assets for a new hospital facility, allowing the company's private equity sponsor to preserve its equity for future growth.