About Us

LO3 provides senior, unitranche, and subordinated financing to lower-middle market companies. We have produced top quartile returns* for our investors by utilizing our strategy of capital preservation and delivering tailored debt financing to successful, sustainable companies.

We typically provide $5 million to $20 million in senior debt, subordinated debt and equity to companies in need of capital for organic growth, acquisitions, recapitalizations or management buyouts. We look for investment opportunities characterized by a strong management team with a demonstrated track record, sufficient cash flow to service debt, growth potential and a viable exit strategy.

LO3 Capital was previously a division of Live Oak Growth Capital and continues to manage the Live Oak Growth Capital funds.

Meet our team

MANAGING PARTNER

Glenn Harrison

MANAGING PARTNER

Harbert Mulhern

PARTNER AND CFO

Wesley Roberts

MANAGING DIRECTOR

Rick Gernert

DIRECTOR

Zak DeOssie

PRINCIPAL

Bill Johnston

*As compared to top quartile returns in the Institute for Private Capital, Performance of Private Credit Funds dated May 2018
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