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Managing risks through protective strategies.

Our preferred royalty capital investments rank ahead of equity and are protected with covenants and security provisions.

Financial constraints

Partner companies must operate within conservative and healthy financial constraints.

Consent Rights

We have the right to veto decisions that might negetively affect our investment.

Equity Step-In Rights

We have the authority to effect changes intended to get things back on tract.

Investment Highlights

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Attractive Yield

Preferred royalty investments generate high current yields, allowing us to deliver superior returns to investors.

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Defined Exit

Preferred units are redeemable at any time at the purchase price after the fifth anniversary.

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Yield Upside

Preferred unit yield can grow over time, because 80% of royalty growth is streamed to preferred units.

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Equity Upside

Each preferred unit is tied to a common unit, giving investors equity upside.

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Diversified Portfolio

Our portfolio includes more than 10 U.S. based small and medium sized businesses.

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Targeting Successful and Mature Companies

We only invest in successful and well-established companies with substantial free cash flow.

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Long Term Buy and Hold Strategy

We make preferred royalty investments in superior private companies and then hold those investments for the long term.

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Protected by Risk Mitigation Strategies

We protect investor's capital with positive and negative covenants, equity step-in rights, as well as traditional security in certain cases.

The Team

Our three founding partners and two independent directors all have over 20 years of investment experience with successful track records of sourcing, analyzing, evaluating, and funding small and medium sized companies.

Alex Baluta

Alex Baluta

Managing Director
Michael Denny

Michael Denny

Managing Director
Robert Wilson

Robert Wilson

Managing Director
More of the Team

H.J Sherman

Client Story
Metal Siding

United Fastener

Client Story
Pink and Green Earrings

Sienna Sky Jewelry

Client Story
Office Cleaners

American Maintenance

Client Story
Wood Panel Siding on House

Wine Valley Siding

Client Story
Dining Hall

G & W Commercial Interiors

Client Story