Investment Types:
Aeterna is not bound by a rigid fund structure. We are able to invest across the balance sheet but have a preference for mezzanine lending and structured private equity investments.
Situations of Interest:
Recapitalization of family owned/founder owned businesses.
Facilitation of transition plans where interests are aligned with senior management.
Special situations where a more novel and structured solution is required.
Acquisition financing.
Investment Sizes:
$2-10MM with the potential to invest over $10MM with co-invest network.
Criteria:
$1MM - $10MM EBITDA and/or asset backing.
Motivated and incentivized management team.
Aligned interest with co-owners.
Sustainable competitive advantage.
Favorable industry/market dynamics.
Focus Industries:
We are opportunistic but have a particular interest in industrial, consumer, financial services and business services.