Financing Criteria

Abacus Finance is supported by a depository funding model, enabling us to take a longer-term investment approach than that of many similar firms. We are also unburdened by a large investment committee and their often rigid processes.

We have a deep understanding of enterprise-value lending, and a culture that enables us to custom-tailor each financing solution. This has earned us a reputation for being responsive and easy to work with.

We can consider creative financing solutions including revolvers, equity co-investments and senior debt, to fit the needs of selling shareholders. Regardless of the type of investment made, we will work closely with our private-equity client’s company management to grow the business together.


 Investment Focus
  • EBITDA of $3MM to $15MM
  • Revenue of $10MM to $100MM
  • Enterprise Value of $20MM to $125MM


 Business Attributes
  • Private-Equity Sponsored
  • North American Headquartered
  • Strong Financial Performance
  • Stable, Recurring Cash Flow
  • EBITDA Margins Exceeding 10%
  • Defensible Competitive Advantages
  • Seasoned and Committed Management


 Investment Size
 and Structure
  • Credit Facilities of $10MM to $50MM
  • Hold Levels of $10MM to $30MM
  • Flexible Amortization Terms
  • Tailored Covenant Structures
  • Prefer Lead or Co-Agent Roles


 Investment Products
  • Revolvers
  • Senior Term Loans
  • Senior Stretch Loans
  • One-Stop Structures
  • Equity Co-investments


 Industry Experience
  • Business Services
  • Consumer Products
  • Defense / Aerospace
  • eCommerce Retail
  • Education / Training
  • Energy / Environmental
  • Financial Services
  • Food & Beverage
  • Healthcare Products / Services
  • Industrial Products
  • Information Services
  • Life Sciences
  • Media / Marketing Services
  • Niche Manufacturing
  • Software
  • Technology Services
  • Technology-Enabled Services