Managing risks through protective strategies.
Our preferred royalty capital investments rank ahead of equity and are protected with covenants and security provisions.
Investment Highlights
Attractive Yield
Preferred royalty investments generate high current yields, allowing us to deliver superior returns to investors.
Defined Exit
Preferred units are redeemable at any time subject to early redemption fees and redemption limits. Units are redeemable at full purchase price after the fifth anniversary.
Yield Upside
The preferred unit yield can grow over time, because 80% of royalty growth is streamed to preferred units.
Equity Upside
Each preferred unit is tied to a common unit, giving investors equity upside.
Diversified Portfolio
Our portfolio includes more than 12 small and medium sized U.S. businesses.
Targeting Successful and Mature Companies
We only invest in successful and well-established companies with substantial free cash flow.
Long Term Buy and Hold Strategy
We make preferred royalty investments in superior private companies and then hold those investments for the long term.
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
Managing Director
Michael Denny
Managing Director
