Lateral Investment Management

Lateral Investment Management LLC, founded in 2014 and based in San Mateo, California, is a private equity firm that focuses on providing bridge and acquisition financing as well as non-dilutive growth capital to middle-market and lower middle-market companies in the United States. The firm emphasizes credit financing for owner-operated and family-owned businesses, offering structured finance solutions, financial restructuring, and transitional capital to companies with stressed capital structures. Targeting sectors such as manufacturing, healthcare, infrastructure, and technology, Lateral typically invests between $10 million and $50 million in growth capital, with the potential for customized structured financing up to $75 million. The firm seeks to invest in companies with revenues ranging from $10 million to $300 million and EBITDA between $1 million to $10 million, often taking minority stakes without seeking ownership or control. Lateral's investment horizon generally spans from one and a half to three years.

Stuart Barden

Managing Director

Richard DeSilva

Managing Partner

Patrick Feeney

Managing Director and Investment Committee Member

Margret Hardardottir

Managing Director

Lisa Harrow-Chodock

Managing Director

Kyle Hutchinson

Vice President

Matthew Knight

Vice President

Casey Long

Managing Director

Jack Lothrop

Senior Associate

Kenneth Masters

Managing Partner

Mark Midle

Managing Director

Richard De Silva

Managing Partner

10 past transactions

FirstClose

Venture Round in 2022
FirstClose provides technology solutions to mortgage lenders nationwide and serves as a middleware application that provides access to a host of national and local real estate service providers via the web or through direct integration into various loan origination systems.

Fundation

Debt Financing in 2021
Fundation Group LLC is a digital credit lending platform based in Reston, Virginia, that connects financial institutions with small businesses to facilitate access to working and growth capital. Founded in 2011, the company partners with a variety of banks and B2B vendors to enhance the credit delivery process through technology and advanced analytics. Fundation offers a range of services, including outsourced lending, referral programs, and point-of-sale financing solutions. Its platform is designed to simplify the borrowing experience and streamline loan and deposit origination workflows for small and medium-sized businesses. By focusing on innovation, Fundation aims to empower its partners to better serve their small business clients, thereby strengthening the small business economy.

NewLife Forest Products

Debt Financing in 2021
NewLife Forest Products is to health to conserve our watershed, reduce catastrophic wild fires, and create industry and jobs. With the resources we pull from the forest, we manufacture lumber, landscape bark, horse bedding, wood-chips, and soils for gardens. We are a global company and very focus on conserving our nation’s resource.

Brand Street Market

Debt Financing in 2019
Operator of a marketing and media company primarily focused on consumer electronics and beauty products. The company partners with distributors and uses internet commerce and live shopping to market health, beauty and wellness consumer products, enabling clients to generate economies for scale and meet their marketing needs.

LexMar Global

Debt Financing in 2019
LexMar Global manufactures materials analysis equipment used to measure the quality of products within the polyolefin industry. It leverages nuclear magnetic resonance and electrostatic measurement technologies to produce equipment that analyzes materials in real-time, allowing customers to make critical real-time adjustments and significantly improve the efficiency and costs of operations.

Morae Global

Debt Financing in 2019
Morae Global is comprised of a seasoned team of professionals who help the Office of General Counsel and law firms improve business performance by developing strategy, creating processes, deploying people, leveraging technology and measuring with data in order to deliver results. The company’s core service offerings include management consulting, eLEXir on-demand legal resources and information and discovery management for the legal industry.

Pinnacle Technology Partners

Debt Financing in 2017
Pinnacle Technology Partners specializes in cloud migration and managed services, primarily catering to biotech firms. The company assists clients in securely transitioning their on-premises data and systems to both public and private cloud infrastructures. In addition to migration services, Pinnacle Technology Partners offers custom-engineered IT solutions, including infrastructure optimization, governance, security monitoring, and backup and disaster recovery services. This comprehensive approach enables organizations to enhance their operational efficiency and security while accelerating product development in a cloud environment.

Dacor

Debt Financing in 2016
Dacor is an American, family-owned company specializing in the design and manufacture of luxury kitchen appliances, with three generations of experience in the industry. The company offers a comprehensive range of innovative products, including ranges, cooktops, wall ovens, refrigeration units, ventilation systems, and wine preservation systems, all aimed at appealing to the luxury appliance market. Dacor's products are available through a network of over 1,500 retail locations across North America and select international markets, allowing the brand to cater to a diverse customer base seeking distinctive and stylish kitchen solutions.

CFG Merchant Solutions

Debt Financing in 2013
Operator of an alternative lending platform focusing on providing capital access to small and mid-sized businesses. The company operates as a direct funder and uses proprietary analytics technology and also acts as an underwriter, enabling businesses access to alternate funds that meet their financial objectives and working capital needs.

Benchmark Builders

Debt Financing in 1970
Benchmark Builders LLC, founded in 1988 and based in Wilmington, Delaware, specializes in home construction services and the development of residential communities. The company has successfully developed various projects, including the Village of Eastridge, Rothwell Estates, Greene Hill Farm Estates, the Town of Whitehall, The Ponds of Odessa, and The Reserve at Ponds of Odessa. Additionally, Benchmark Builders, Inc operates as a full-service construction management and general contracting firm in New York City, expanding its presence in the construction industry. Through its commitment to quality and community development, Benchmark Builders has established a solid reputation in the residential construction market.
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