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Although the KAPLAN GROUP of Companies primary focus is in private equity investments, the KAPLAN GROUP will invest in special situations in subordinated debt and other junior capital securities. We look to invest in a diverse portfolio of mezzanine securities
to achieve attractive risk-adjusted rates of return. We aim to be
the sole or lead investor, but will participate with other mezzanine
debt investors in certain circumstances.
Typically, the investment team focuses on private and public middle
market businesses with a history of cash flow stability, consistent
top-line growth and a controlling or influential shareholder who
has meaningful capital at risk. We also consider investments in
dynamic, growing companies with experienced management and well-defined
expansion strategies.
KAPITAL - Mezzanine
| Speed: |
The KAPLAN GROUP of Companies is streamlined: |
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- quick feedback and expedited due diligence, approval and
closing
- responsive investment committee—no third-party approvals
are required.
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| Experience: |
The KAPLAN GROUP of Companies’
partners have a half century of experience.
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| Flexibility: |
The KAPLAN GROUP of Companies has a flexible
investment mandate and will invest in the following security
types: |
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- current pay or payment-in-kind subordinated debt with
warrants
- preferred stock with warrants
- common equity (in conjunction with subordinated capital)
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