CNL Strategic Capital

Overview

CNL Strategic Capital is a private investment firm that focuses on providing current income and long-term appreciation to investors by acquiring controlling equity stakes and loan positions in privately owned middle-market businesses. The firm is externally managed by CNL Strategic Capital Management, LLC and sub-managed by Levine Leichtman Strategic Capital, LLC. As of September 30, 2025, CNL Strategic Capital's portfolio consisted of equity and debt investments in 17 portfolio companies, with total assets of approximately $1.4 billion. The firm has a history of recognizing net changes in unrealized appreciation on investments and generating total investment income, reflecting its active investment strategy. CNL Strategic Capital's investment approach emphasizes a combination of debt and equity capital investments, offering management teams growth capital in a tailored, flexible investment structure that can be more attractive than traditional private equity. This strategy aims to provide long-term growth and current income to investors by acquiring controlling equity stakes and loan positions in durable and growing middle-market businesses. The firm's portfolio spans various industries, including financial services, business services, healthcare, technology, consumer products, energy, industrial, media, telecommunications, retail, real estate, education, transportation, hospitality, and manufacturing. CNL Strategic Capital's investment philosophy centers on partnering with experienced management teams to drive value creation and operational improvements within its portfolio companies. By leveraging its expertise and resources, the firm seeks to enhance the growth prospects and profitability of its investments, delivering favorable outcomes for its investors. CNL Strategic Capital's investment strategy is characterized by a focus on middle-market businesses that exhibit durable and growing characteristics. The firm employs a structured private equity investment approach, combining debt and equity capital investments to provide management teams with growth capital in a flexible and tailored manner. This approach aims to be a more attractive alternative than traditional private equity by offering a less dilutive solution for management teams and entrepreneurs. The firm's portfolio includes companies across various sectors, reflecting its diversified investment strategy. CNL Strategic Capital's commitment to partnering with experienced management teams is a key component of its investment philosophy, as it believes that such partnerships are crucial for driving value creation and operational improvements within its portfolio companies. The firm's approach is designed to provide long-term growth and current income to investors by acquiring controlling equity stakes and loan positions in middle-market businesses. CNL Strategic Capital's track record demonstrates its ability to recognize net changes in unrealized appreciation on investments and generate total investment income, indicating the effectiveness of its investment strategy. The firm's portfolio spans a wide range of industries, showcasing its diversified investment approach. CNL Strategic Capital's investment philosophy emphasizes partnering with experienced management teams to drive value creation and operational improvements within its portfolio companies. By leveraging its expertise and resources, the firm seeks to enhance the growth prospects and profitability of its investments, delivering favorable outcomes for its investors.

Investment Focus

• Accredited Investor Status
• Investment Horizon: 5-7 years
• Understanding of Private Equity Investments
• Ability to Bear Potential Losses
• Compliance with Applicable Securities Laws

Portfolio Companies