Lateral Investment Management LLC is a private equity firm founded in 2014 and headquartered in San Mateo, California, with an additional office in New York. The firm specializes in bridge financing, acquisition financing, and non-dilutive growth capital for middle market and lower middle market companies, specifically targeting owner-operated and family-owned businesses. Lateral Investment Management does not invest in startups but provides credit financing and tailored structured finance solutions to companies experiencing transitional capital needs or financial restructuring. The firm typically invests between $10 million and $50 million in growth capital, with a focus on companies generating revenues between $10 million and $300 million and an annual operating profit of $1 million to $5 million. Its investment strategy includes providing loans without taking ownership or control of the businesses, and it often seeks minority stakes. The firm is particularly active in the manufacturing, healthcare, infrastructure, and technology sectors across North America and aims for exits within one and a half to three years. Lateral Investment Management was previously known as Lateral Global Investors LLC.
FirstClose is a prominent financial technology provider specializing in property and borrower data intelligence along with settlement services for residential lending. Its flagship product, FirstClose ONE™, is an award-winning software-as-a-service (SaaS) platform developed by in-house engineering teams. This comprehensive solution streamlines the entire lending process by integrating various services, including credit assessment, property valuation, title services, tax information, flood certification, income verification, automated decision-making, and closing procedures, all within a single, user-friendly interface. FirstClose ONE™ enhances vendor management by consolidating multiple service providers, thereby allowing residential lenders to reduce costs and improve turnaround times. By leveraging both property data and borrower insights, FirstClose empowers lenders to efficiently compete for and close mortgage and consumer loans, distinguishing itself from other industry offerings.
Fundation
Debt Financing in 2021
Fundation is a technology-driven company focused on enhancing the credit delivery process for small and medium-sized businesses (SMBs). By combining financial services expertise with modern digital technology, Fundation has developed a digital account origination and insights platform that simplifies the borrowing and account opening experience for SMBs. This platform streamlines loan and deposit origination workflows for various products, including business loans, lines of credit, and checking accounts. Fundation partners with a range of financial institutions, from community banks to B2B vendors, to empower them in serving their small business clients more effectively. The company's mission is to support the small business economy by providing innovative solutions that improve the overall experience for both lenders and borrowers.
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
Brand Street Market is a marketing and media company that specializes in consumer electronics and beauty products. The company utilizes internet commerce and live shopping as key strategies for product distribution. By partnering with distributors, Brand Street Market effectively markets health, beauty, and wellness consumer products. This approach helps clients achieve economies of scale while addressing their marketing requirements. The company's focus on building brand awareness and facilitating direct sales positions it as a significant player in its industry.
LexMar Global
Debt Financing in 2019
LexMar Global specializes in the manufacture of materials analysis equipment designed for the polyolefin industry. The company utilizes advanced technologies, such as nuclear magnetic resonance and electrostatic measurement, to develop equipment that provides real-time analysis of materials. This capability enables clients to make immediate adjustments to their production processes, enhancing operational efficiency and reducing costs. In addition to its equipment, LexMar Global offers a range of services, including turnkey installation, training, phone support, depot repair, and contract engineering, further supporting customers in optimizing their operations.
Morae Global
Debt Financing in 2019
Morae Global is a provider of comprehensive legal and compliance solutions designed to assist General Counsel and Chief Compliance Officers worldwide. The company is staffed by experienced professionals who work with legal departments and law firms to enhance business performance through strategic development, process improvement, and effective use of technology and data. Morae Global's core services encompass management consulting, on-demand legal resources, and information and discovery management tailored for the legal sector. Their offerings include legal technology consulting, matter management, electronic billing, and document and content management, enabling clients to address litigation, regulatory inquiries, and internal investigations efficiently and cost-effectively. Morae Global operates offices across the United States, including Houston, Chicago, New York, and Washington, D.C., as well as internationally in London, Bangalore, Zurich, and Hong Kong.
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 its clients in securely transitioning existing 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. By providing these services, the company enables clients to develop products more rapidly, efficiently, and securely within a cloud environment.
Restoration Forest Products
Venture Round in 2017
Restoration Forest Products is a manufacturing company focused on producing sustainable forestry and wood products. It develops a diverse range of offerings, including lumber, landscape bark, horse bedding, wood chips, and soils for gardens. The company aims to conserve watersheds, reduce the risk of catastrophic wildfires, and create jobs within the industry. Its operations include the production of sawn and structural timber, as well as products from softwood mills, all derived from forest resources.
FTE Networks
Post in 2016
FTE Networks, Inc. is a New York-based company that operates primarily in the rental housing sector, owning and managing approximately 3,200 rental homes across tier 3 and 4 markets in the United States through its subsidiary, US Home Rentals LLC. Established in 2000, the company has expanded its portfolio by acquiring Benchmark Builders, Inc., a reputable construction management firm. In addition to its real estate activities, FTE Networks provides telecommunications and technology systems services. This includes managed IT services, telecommunications solutions, and staffing, alongside engineering consulting, design, installation, maintenance, and emergency response services for various infrastructure projects.
Dacor
Debt Financing in 2016
Dacor is an American, family-owned company specializing in the design and manufacture of luxury kitchen appliances, with a legacy spanning three generations. The company offers a comprehensive range of innovative products that cater to the luxury market, including ranges, cooktops, wall ovens, refrigeration units, ventilation systems, and wine preservation solutions. Dacor's appliances are available through a network of over 1,500 retail locations across North America and in selected international markets, ensuring that their high-quality offerings reach a wide audience. The brand is committed to distinctive designs that combine style and functionality, appealing to discerning customers seeking premium kitchen solutions.
CFG Merchant Solutions
Debt Financing in 2013
CFG Merchant Solutions specializes in providing funding solutions for small and mid-sized businesses seeking to access capital for growth and operational needs. The company offers a range of financial products, including small business advances, invoice factoring, purchase order financing, and equipment finance. By operating as a direct funder and utilizing proprietary analytics technology, CFG Merchant Solutions effectively underwrites and facilitates access to alternative funding sources, helping businesses meet their financial objectives and working capital requirements.
Benchmark Builders
Debt Financing in 1970
Benchmark Builders LLC is a construction company based in Wilmington, Delaware, established in 1988. The firm specializes in home construction services, focusing on the development of residential communities. Notable projects include 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. Benchmark Builders offers a variety of housing options, including single-family homes, carriage homes, and townhomes. Additionally, the company provides a partnership program and a realtor portal to support its business operations.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.