Investment Criteria

LO3 Capital is a private investment firm committed to helping our portfolio companies achieve long-term growth through the deployment of patient and flexible capital. We typically invest $5 million to $20 million into each portfolio company through any combination of senior debt, subordinated debt preferred equity and/or common equity. Our capital is usually highly transformative as it is used to support acquisitions, leveraged buy-outs, management buy-outs, recapitalizations, and debt refinancings.

Investment criteria

EBITDA of $3 million to 
$15 million
At least 51% of assets and employees are located within the United States
Investment size of $5 million to $20 million, with the ability to bring in partners for larger investments

Investment TYPES

Senior Secured
Unitranche
Second Lien/ Mezzanine Debt
Preferred Equity
Common Equity

Transaction TYPES

Leverage Buyouts
Acquisitions
Recapitalization
Debt Refinance & Consolidation
Growth Capital  & Long-Term 
Working Capital
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