What we do:  We invest in privately owned companies with a minimum of $3MN of annual EBITDA.  We provide exit strategies for family or founder owned businesses and support management through succession and the next phase of growth. 

Investment Criteria: Our investment criteria is based on sound business models with positive cash flow and opportunity to grow within a specific industry sector. On a selective basis we will invest in stressed or under-performing businesses.  We look for investments in closely held private or family businesses or management led buy-outs.

Sectors of interest: Business services, consumer experience and service, multi-location service.

Valuation: CTA Financial will review business value and provide indications of interest in a timely fashion so owner’s can make informed decisions.

Our Financing Sources:  We work with equity funds, limited partners and select lenders on a case by case basis.

Select Investments:

Oil Changers (exited, Brick Investment Partners LLC portfolio company)

John N Fehlinger Co Inc.

GoPad Secure Technologies Inc.

Hudson Capital Energy LLC (exited, sold to INTL FCStone “Stonex”)

Why work with a CFA Charterholder? Read More


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Contact Us

All information will be kept strictly confidential.

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