Our portfolio partners are essential components to our firm and we accomplish a lot together.  

 

PORTFOLIO

Company: MarLu Food Group

Sector: Food & Beverage (Restaurants)

Summary

MarLu Food Group is a multi-brand, multi-state franchise company acquiring diversified national food franchises across the U.S.  The company will capitalize on national opportunities of iconic brands by redefining its market position.  The operating partner is one of the largest franchisee's of any kind in the U.S.  The company plans to acquire (300-500) units, over a seven (7) year period.

Company: SGR Energy Inc.

Sector: Oil & Gas

Summary

SGR Energy Inc. is a growth oriented company, who has developed a proprietary down stream solution, that produces a low-sulfur and cleaner burning heavy fuel to meet the needs of the world’s industrial burners cost effectively.

The company’s fuel blending methodology makes use of alternative blending agents that lower the sulfur content, while improving the quality of the fuel. The company’s proprietary blending platform is a leading global solution, for the world’s industrial burners

SGR Energy Inc. is seeking to scale their operations by acquiring strategic and synergistic companies in the oil/gas market place.

Company: Occidental Management Inc.

Sector: Commercial Real Estate

Summary

Occidental Management Inc. is a turn key commercial real estate development and property management firm, with over twenty-three (23) years of expertise in commercial real estate acquisition, design, development, brokerage, and property management.

The company has created a unique development design and operating platform, that is based on solid financial performance, access to debt and equity capital.

The company is seeking to grow by acquiring opportunistic, value-add, and off-market commercial real estate assets with a valuation of $ 100 - $ 300 million. The company’s acquisition and development platform is focused on stable markets in the Midwest region of the U.S., (office; retail; mixed-use; industrial).

The company currently control and manage twenty-eight (28) commercial assets valued at $ 130 million and encompassing 2.5 million square footage. The company has been identified by Inc. 500 as one of the fastest growing private companies - 6 out of last 8 years.

Company: Cardiff Films

Sector: Movies & Entertainment

Summary

Cardiff Films is an Academy - Award winning independent motion picture production company assembled from creative and business entertainment industry professionals, with a common goal of producing twenty (20) films over a ten (10) year period.  Collectively, the production team has over 85 years of experience, has produced over $ 2.5 billion in revenue for their films, and two (2) films won Academy - Awards.  The company has pledged to maintain family-oriented films, that will not be rated at a more intense rating than PG-13 (i.e. no R material)

Company: Ways & Means Development

Sector: Hospitality

Summary

Ways & Means Development is a seafood restaurant that is capitalizing on several market trends driving today's dining culture including an emphasis on sustainability, simplified, yet sophisticated dishes, artisanal sprits, and "concept" driven menus.  The company offers a diverse menu, prominently featuring oysters and other seafood, including a wide range of small and large plates that allow diners to customize their dining experience.  The company is seeking to expand into strategic markets across the U.S. by 2022.

Company: Hyde Park Ventures

Sector: Food & Beverage (Restaurants)

Summary

Hyde Park Ventures is an existing food franchisee and real estate investment group, through newly established restaurant and real estate holding entities is seeking acquisition capital to fund the expansion of its portfolio across the United States.  The company is seeking to scale to (268) restaurants by 2022.

Company: The BrainWare Learning Corporation

Sector: Consumer Education (Cognitive Software)

Summary

The BrainWare Learning Corporation is a leading-edge brain fitness software company that operates at the crossroads of neuroscience and gaming.  BrainWare Learning Corporation products develop and strengthen cognitive capacity for individuals 6 years and older.  The products are self-paced with an emphasis on the individual learner.