Lateral Investment Management
Lateral Investment Management is a California-based private equity firm that provides private credit and growth capital to owner-operated and family-owned middle-market companies in the United States. The firm does not invest in startups and focuses on non-dilutive financing, including bridge and acquisition financing, growth capital, structured finance, and special situations such as financial restructurings for healthy businesses with stressed capital structures. It targets sectors such as manufacturing, healthcare, infrastructure, and technology, and typically pursues North American opportunities with revenues roughly $10 million to $300 million. Investment sizes range from about $10 million to $50 million in growth capital, with up to $75 million in customized structured solutions, often as debt or minority equity without taking control. The intended horizon is a minority-led exit in roughly 1.5 to 3 years. The firm is headquartered in San Mateo, California, with an additional office in New York.
Top Stages
12 past transactions
FirstClose
Venture Round in 2022
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 Group LLC, established in 2011 and headquartered in Reston, Virginia, specializes in developing and providing a digital credit lending platform. This platform connects financial institutions with small businesses, facilitating access to working capital and growth capital. Fundation partners with banks and other institutions, offering outsourced lending and referral programs, along with point-of-sale financing solutions. The company's mission is to empower the small business economy by enabling critical institutions to better serve their small business clients through technology and advanced analytics.
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 specializing in consumer electronics and beauty products. The company utilizes internet commerce and live shopping to effectively distribute its offerings. By partnering with distributors, Brand Street Market focuses on enhancing brand awareness and facilitating direct sales. This approach enables clients to achieve economies of scale while addressing their marketing needs in the health, beauty, and wellness sectors.
LexMar Global
Debt Financing in 2019
LexMar Global specializes in the manufacturing and provision of materials analysis equipment tailored for the polyolefin industry. The company utilizes advanced technologies, such as nuclear magnetic resonance and electrostatic measurement, to create equipment that performs real-time analysis of materials. This capability allows clients to make critical adjustments on the spot, enhancing operational efficiency and reducing costs. In addition to its equipment, LexMar Global offers a range of services including turnkey installation projects, training, phone support, depot repair, and contract engineering, all designed to support customers in optimizing their production processes.
Morae Global
Debt Financing in 2019
Morae Global offers comprehensive legal and compliance solutions for General Counsel and Chief Compliance Officers worldwide. Its expert team delivers strategic consulting, process improvement, technology implementation, and data-driven insights to enhance business performance in the legal industry.
Pinnacle Technology Partners
Debt Financing in 2017
Pinnacle Technology Partners specializes in cloud migration services. It assists clients in securely transferring their on-premises data and systems to public and private cloud infrastructures.
Restoration Forest Products
Venture Round in 2017
Restoration Forest Products is a manufacturing company focused on sustainable forestry and wood products. It produces a 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 industry and job opportunities. Its operations include the production of sawn and structural timber, as well as the management of softwood mills, all derived from forest resources. Through its commitment to sustainability, Restoration Forest Products contributes to environmental conservation while supporting local economies.
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 a family-owned company based in the United States that specializes in designing and manufacturing luxury kitchen appliances. With three generations of experience, Dacor offers a comprehensive range of innovative products, including ranges, cooktops, wall ovens, refrigeration, ventilation, and wine preservation systems. The company aims to deliver distinctive appliances that blend style with innovation, catering to a broad segment of the luxury kitchen appliance market. Dacor's products are available through a network of over 1,500 retail locations across North America and select international markets, making high-end kitchen solutions accessible to a wide customer base.
CFG Merchant Solutions
Debt Financing in 2013
CFG Merchant Solutions is an alternative lending platform dedicated to offering funding solutions to small and mid-sized businesses. The company specializes in providing capital access for businesses looking to grow or sustain their operations. Their product offerings include small business advances, invoice factoring, purchase order financing, and equipment finance. By leveraging proprietary analytics technology, CFG Merchant Solutions acts as a direct funder and underwriter, facilitating access to alternative financing options that align with the financial objectives and working capital requirements of its clients.
Benchmark Builders
Debt Financing in 1970
Benchmark Builders LLC is a construction company based in Wilmington, Delaware, specializing in home construction services. Founded in 1988, the company develops residential communities, including projects such as 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 range of housing options, including single-family homes, carriage homes, and townhomes. Additionally, the company provides a partnership program and a realtor portal to facilitate collaboration and streamline processes within the real estate sector.
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