Forming great partnerships.

Who’s a good match.

Convergent considers financing partnerships with companies from a broad range of industries and management teams exhibiting these characteristics:

  • Positioned within a strong industry

  • Expected to generate significant growth in cash flow and value

  • Proprietary technologies, processes, and/or products

  • Motivated and resourceful management team with aligned interests

  • Adequate liquidity and experienced equity backing if sponsored

  • Multiple future exit strategies

  • Annual revenues in excess of $10 million and positive cash flow from operations

As a licensed SBIC, Convergent invests in companies that meet the U.S. Small Business Administrations definition of a small business:

  • Net worth of $18 million or less, and

  • An average net income of $6 million or less over the past two years

 

Typical investment.

  • Investment size of $3 million to $12 million with the ability for add-on investment.

  • Structure senior or subordinated debt with equity warrants or other yield enhancements

  • Preferred or common equity investments are also considered

  • Industry Focus Convergent will consider investments in a broad range of industries

  • Geographic Focus Convergent will consider investments across the United States

  • Term from 3 to 7 years