Special Opportunities
Structured Capital for the Middle Market
Comvest Special Opportunities is a structured capital investment platform that provides custom structured debt and non-control equity capital solutions to sponsored and non-sponsored companies in the middle market.
Comvest Special Opportunities draws on the investment and business development acumen of Comvest professionals firmwide. Together they bring nuanced knowledge of all parts of the capital structure along with specialized underwriting and industry expertise, access to Comvest鈥檚 versatile operating resources, and decades of experience working with companies in many types of non-control situations.
Comvest tailors our investments to achieve the strategic objectives of the companies we serve. We strive to quickly execute complex transactions that typically involve a variety of unique growth and operational situations.
Structural Features
- Tailored to Each Situation
- Senior or Junior Debt
- Second Lien & Unsecured Debt
- Preferred / Structured Equity聽
- Flexibility on Cash Vs Payment-In-Kind (PIK)
Investment Criteria
- HQ in North America
- Sponsored and non-sponsored聽
- Enterprise value between $50 million and $500 million
Target Industries
- Business & Technology Services聽
- Consumer & Retail
- Financial Services & Specialty Finance
- Healthcare
- Industrials
Investment Size
- $15 million to $100+ million per transaction聽
Transaction Types
- Growth Capital, including M&A
- Deleveraging / Debt Recapitalization
- Dividend / Shareholder Buyout
- Stressed and Distressed Credit
- Forward Flow Asset Purchases
- Private Investments in Public Entities (PIPEs)