Key Players: Daniel Levinson, founder; Marshall Kiev, partner; Kerri Cagnassola, partner/CFO; David Schneider, vice president; Mark Bates, associate
Select LPs: JP Morgan Chase & Co., Citibank Community Development, SSB Investments, Inc. (an affiliate of State Street Bank of Massachusetts), Dime Capital Partners Inc., First Niagara Bank, Greenpoint Community Development Corp. and Valley National Bank, and a group of 90 individuals, mostly CEOs of mid-size companies.
Target Companies’ Revenue: $10M to $150M
Equity Capital Contribution: $2M to $10M of equity capital per transaction.
Sector Focus: Businesses located in the Northeast, including manufacturing, distribution, communications, retail, hospitality and sporting goods. No tech or startups.
Current Portfolio Companies: Argan, Best Manufacturing Group, Disc Graphics, Sage Parts, Vertex Fasteners, Black Clawson, and additional add-on acquisitions.