Equus Total Return, Inc.

Overview

Equus Total Return, Inc. is a private equity firm based in Houston, Texas, specializing in investments across various industries and stages. The firm focuses on making yielding, equity, and other investments in early and middle-market companies, with flexibility to invest across the entire capital structure. Equus Total Return, Inc. generally targets companies at the lower end of the middle market, with annual revenue ranging from $5 million to $150 million and EBITDA of between $2 million and $50 million. The firm seeks to build value for its stockholders by identifying opportunities with great potential and actively collaborating with portfolio companies to build value through operational improvements, acquisitions, and consolidation. Equus Total Return, Inc. employs a hands-on approach to investing, aiming to revitalize and support management to redirect a company’s resources and strategy. The firm has a diverse, experienced team with decades of experience across business sectors, and it maintains strong relationships with private equity firms, commercial banks, investment banks, business brokers, and other financial institutions to source good opportunities. Equus Total Return, Inc. is committed to delivering shareholder value through effective governance, due diligence, and hands-on management, striving to help its portfolio companies succeed. The firm is internally managed and trades on the New York Stock Exchange under the ticker symbol 'EQS'.

Investment Focus

• Seek downside protection with equity upside potential
• Opportunities to revitalize and support management to redirect a company’s resources and strategy
• Supportive management teams that can realign structural impediments
• Businesses with secure market niches and predictable profit margins
• Stable free cash flow
• Presence or availability of highly qualified management teams
• Sustainable competitive advantage and favorable industry dynamics
• Underperforming companies relative to their potential due to structural impediments
• Opportunities to revitalize and redirect a company’s resources and strategy
• The line of products or services offered and their market potential