Investment Criteria


  • Investing in private companies exhibiting significant expansion opportunities
  • Florida-headquartered companies operating in diverse industries
  • Minimum historical EBIDTA of $500,000
  • Loans ranging from $500,000 to $3.0 million
  • Total debt not greater than five times EBIDTA and debt coverage ration of 1.1
  • Loan maturity of three to five years
  • Proven and committed management teams

Ineligible investments include the following

  • Dramatic “turnaround” situations
  • Real Estate, mining, oil and gas
  • Start-ups
  • Hostile takeovers or other adversarial situations

Companies interested in obtaining a mezzanine loan should fill out the the Preliminary Funding Application