Capital Assets LLC

Overview

Capital Assets LLC is a private investment firm specializing in asset management and financial services. The firm focuses on sectors such as energy, real estate, healthcare, and new technology, aiming to revitalize businesses and enhance their productivity, competitiveness, and profitability. Capital Assets LLC operates as a strategic advisor and investor in private equity transactions, emphasizing a hands-on approach to business operations. The firm's investment strategy involves underwriting the equity portion of transactions directly and through associated family offices, allowing partner clients the opportunity to co-invest. This model reflects a preference for investment discretion, with many high-net-worth investors being hands-on business owners. When debt financing is required, Capital Assets LLC arranges it through a network of leading financial institutions with which it maintains close relationships. Capital Assets LLC is particularly interested in backing and co-investing with other investment groups in private plays of established companies throughout the United States, China, and various Asian countries. The firm is neither a lender nor a securities broker-dealer; it operates only as a strategic advisor and private equity investor. The firm is industry agnostic and happy to invest globally, as long as it is dealing with the right management team.

Investment Focus

• Companies with significant owner investment
• Rapid growth expectations
• Minimum revenue of $10 million
• Minimum free cash flow (EBITDA) of $2 million
• Interest in roll-up opportunities