Our Strategy

  1. Home
  2. Our Strategy

“Our investment strategy is simple. We work with management teams, business owners, financial sponsors, and independent sponsors to provide them with private credit and private equity financial solutions for long term growth. We individually tailor each investment to the needs of our clients to best support their goals and to add value to their business.”

- Joe Alala, III, Founder & CEO

We Specialize in Both Private Credit & Private Equity

Transaction Types:

  • Buyouts
  • Recapitalizations
  • Strategic Acquisitions
  • Dividend Recapitalizations
  • Debt Refinancings
  • Add-ons

Structures:

  • Senior Credit Facilities
  • Unitrache Credit Facilities
  • Control Equity Capital
  • Minority Equity Capital

Investment Sizes:

  • Senior Credit Facilities - $10MM to $100MM
  • Unitranche Credit Facilities - $10MM to $100MM
  • Control Equity Capital - $5MM to $25MM
  • Minority Equity Capital - $2MM to $10MM

Advisory services are offered through Capital Private Advisors, LLC (“Capitala”) an SEC registered investment adviser. This is not an offer, solicitation of an offer, or advice to buy or sell securities in any jurisdiction where Capitala is not registered. Any projections or forecasts are hypothetical in nature and may not reflect actual future performance. By using this website, you accept our Terms of Use and Privacy Policy. We do not provide or offer any financial planning or tax advice. You should consult with a tax advisor. You acknowledge that you are responsible for your own financial decisions. The content on this website is for informational purposes only and does not constitute a comprehensive description of Capitala’s services. Certain investments are not suitable for all investors. Before investing, consider your investment objectives. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Factual statements provided through Capitala’s products or services, are made as of the date stated and are subject to change without notice. It should not be assumed that the methods, techniques, or indicators presented in these products or services will be profitable, or that they will not result in losses. Past performance is not indicative of future results.