ComVest currently manages both equity and debt investment funds. In each fund we manage, ComVest takes a long-term approach, providing a solid financial and strategic foundation on which companies can grow, develop, and maximize shareholder value. Operating two funds simultaneously gives ComVest the unique flexibility to invest anywhere in a company's capital structure.
ComVest's Equity Fund
ComVest is now making equity investments through recently launched Comvest Investment Partners III. The fund seeks to realize superior returns primarily through equity investments in middle-market companies and targets an investment size of $10-$50 million per transaction. ComVest Investment Partners is typically the most active from an operational standpoint.
Key Investment Criteria:
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$10-50m of equity per transactions
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$25-$500m revenues
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Positive or negative EBITDA
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Healthy or distressed companies
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Preferably with management
- Holding periods of 2-7 years
- Public or private
Specialty Areas:
ComVest's Debt Fund
ComVest Capital is our debt investment vehicle. The fund is available to act as a flexibly oriented financial partner to public and private middle-market companies.
Key investment criteria:
- $2-15m of invested capital per transaction
- $15m and $500m revenues
- Positive or negative EBITDA, with a clear path to profitability
- Strong management
- Public or private
Specialty Areas:
- Investing in small public companies
- All forms of debt instruments and mezzanine loans
- All forms of equity securities
- Debt structures can include an equity component to reduce cash pay
- No hard-set holding period requirements
- Industry agnostic
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