Private Equity & Venture Capital

The Strategic Group Approach

While many equity and lending groups prefer the role of passive investment, Strategic Group offers our portfolio companies and borrowers access to the combined expertise of our executive and analyst team. This approach provides smaller businesses with access to information and guidance that would typically be out of reach for many organizations. By partnering with our investee companies, they receive not only capital assistance but business guidance as well.

Strategic Group Private Equity & Venture Capital Offers:

Private Equity Investing

• Target Profile
  • Established businesses located in Alberta with a history of positive earnings and cash flow
  • All industry Sectors
  • Committed and Capable Management Team
  • Preference will be given to organizations which provide reverse, forward, or complementary integration with existing portfolio companies/investments
• Transaction Structure
  • Leveraged or Management Buyout with an enterprise value of $5 Million to $50 Million where Strategic Group has a majority interest and management has an interest
  • Minority equity investment pursued in circumstances where the investment has the opportunity for an exit strategy within the next two years
  • Investment horizon of two to five years

Mezzanine and Convertible Debt Lending

• Target Profile
  • Canadian Private Corporation or Partnerships
  • Public Corporation, Partnership, or Trust trading on a North American venture exchange (TSX-V, OTC-BB)
  • Transactions where an exit event will occur within a defined period of time
• Transaction Structure
  • Short term or convertible debt investment, where returns can be achieved through a combination of interest, fees, and equity participation
  • Investment horizon of six months to two years

Restructuring & Insolvency Lending

•  Target Profile
  • Canadian entity which has already filed or is about to file pursuant to the Bankruptcy and Insolvency Act (BIA) or the Companies Creditors Arrangement Act (CCAA)
  • Sufficient marketable assets, including intellectual property, or revenue to permit the reasonable expectation of an exit from an insolvency proceeding or a sale
• Transaction Structure
  • Acquisition of secured debt instruments, Debtor In Possession (DIP) Financing, Receivers Certificate Financing

Receivables, Asset Leaseback, and Private Lending

• Strategic Group, through its lending subsidiaries of TransGlobal Credit Corporation and Strategic Financial Corporation lends between $10,000 and $250,000 to corporations, partnerships, sole proprietors, and individuals to assist with a myriad of circumstances. To date, we have engaged in lending relating to:
  • Undivided Interest in Lands
  • Financing of Vehicles and other serial numbered goods
  • Second Mortgages on real property
  • Accounts receivable factoring
  • Leaseback of capital and real property assets