Fidelitas Capital seeks to generate superior investment returns by building enterprises of enduring value. We focus on investing in established companies in the lower middle market, where many companies’ potential remains underdeveloped for lack of necessary capital resources, management depth or infrastructure. Often, our best investment opportunities arise from the growth, capital structure or ownership transition challenges facing our potential management/ownership partners.
We primarily seek transaction opportunities in which Fidelitas Capital and its investor relationships would jointly acquire majority control of the business, such as the following:
- Buyouts – providing equity capital to back management teams in acquiring privately-held companies or non-core divisions of larger companies having significant growth potential
- Recapitalizations – providing significant liquidity to a business owner who desires to maintain a meaningful ownership interest in the business, or facilitating the transfer of a business from one generation to the next
- Buy-and-Builds – executing acquisition-driven growth strategies in partnership with a legacy ownership team or management partner in industries where operational scale and increased competitive advantage can be achieved through a series of strategic acquisitions
However, we will consider, on a case-by-case basis, minority recapitalizations of established businesses with proven products or services and demonstrated market opportunities.
With Fidelitas Capital, our management teams benefit from an experienced, board-level resource able to provide critical perspective, and perhaps even to roll up its sleeves, to assist with the strategic, operational infrastructure and capital resource aspects of executing an aggressive value creation strategy.
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We do not consider investment opportunities in oil & gas minerals, real estate, retail, entertainment, start-up or early-stage companies, companies with significant risk of technological obsolescence, or medical devices or pharmaceuticals yet to receive FDA approval.