Private Equity

Private Equity Direct Investment Division - 

Click to view our CIG Private Equity Flip Book 
Consolidated Investment Group uses disciplined, fundamentally based, bottoms up industry analysis coupled with a private equity approach to making direct investments in private companies. We are growth equity providers to capital constrained businesses who have a motivated management team and a compelling business model. We focus on innovative, high growth companies that have the potential to lead their respective industry.

Distinguishing Characteristics

CIG uses an entrepreneurial approach in every aspect of our business including real estate investment, private equity investment and philanthropy. This approach is adopted in partnering with the management teams of our investments to take each company to the next level of growth. We leverage our network, resources, and experienced staff to create new opportunities and develop long-range strategies for success. In addition to providing growth equity, we are personally invested in the success of our companies. Each member of our robust team brings unique expertise and various industry specialties to make ours one of the most versatile investment groups.

Operational Support

CIG has an experienced team of 35 professionals with extensive expertise in a variety of industries who partner with the management of our investments to identify opportunities for growth. Our value add includes leveraging our legal, human resources, accounting, and real estate, departments to assist in:

1. Entrepreneurial thinking
2. Strategic growth
3. Operational systems and procedures
4. Brand development and rejuvenation
5. Marketing Strategy

Investment Criteria

Investment Focus:

Sectors of Interest

• Food and Beverage

 Company Size

• Up to $5 million EBITDA

• Obtainable EBIT margins of at least 10%

 Investment Size

• $5 million to $20 million

• Preferred Equity

• 100% Ownership and Board control

 Geography

• Continental U.S. with a focus on western region

 Industry Characteristics

• Lower middle market, fragmented, and growing

• Potentially large, addressable market, non-cyclical with few dominant market players

• High barriers to entry

• Recurring revenue model

• Low capital requirements

Management

• Proven entrepreneurial approach with a vested interest in the success of the company

• Motivated management team at highest levels of organization who will oversee day-to-day operations

• Industry leaders with proven capabilities for achieving outstanding business success

Financial Capital

• Controlled equity positions

• Preferred equity

• Convertible debt

• Positioned appropriately in capital structure for the amount of our investments

Investment Approach:

Investment Criteria

• Majority representation on the board

• CIG partnership with management and strategic oversight

Financial Capital

• Controlled equity positions

• Preferred equity

• Convertible debt

• Positioned appropriately in capital structure for the amount of our investment

CIG-Led Partnership Opportunities

• We are a single-source capital provider who would welcome minority partners with strategic and operational expertise, if appropriate

Transaction Types:

• Growth capital

• Recapitalization

• Corporate divestiture

• Special situations and transitional opportunities

Target Situations:

• Under-performing or troubled businesses

• Non-core subsidiaries of larger companies

• Family-run businesses

• Capital constrained

• Privately-held or ability to take private

• Preferred equity

 

*Click to view our CIG Private Equity Flip Book