Lateral Investment Partners

Overview

Lateral Investment Management provides growth financing to owner-operated and family-owned businesses which are navigating through discontinuous growth events.\\We provide senior secured loans to non-sponsored, independent companies which generate $5 million to $100 million in revenues. Our loans offer an alternative to the dilution and loss of control of private equity or the formulaic restrictions of bank debt. We work in partnership with management to help companies scale their existing and proven models and offer the appropriate financing for a specific company's needs, rather than applying a global template for ownership or minimum investment size.\\Lateral's partners combine decades of private equity, private debt and company operating experience in firms such as KKR, Highland, White Oak and Franklin Templeton. We see a huge opportunity to work with high-potential, owner-operated companies that are operating at sub-scale levels and are often overlooked by commercial banks and private equity firms. Our "special situations" credit financing approach which combines custom underwriting and value-added assistance can help these companies to scale and to achieve their maximum potential.\\We are highly selective, choosing to invest in a limited number of opportunities each year. Our approach is rigorous and deeply analytical, with an emphasis on business fundamentals, such as secular market growth, strong management teams, historical financial performance, competitive positioning, and product strategy.\\Lateral Investment Management, LLC is a Registered Investment Advisor and is a licensed finance lender with the State of California.\\We are actively investing in new opportunities and if your company is currently looking for financing, please contact us to set up an exploratory conversation so we can discuss how we can meet your needs.