Focus Strategies Investment Partners
  • Partial Sale/Recapitalization

    Partial Sale/Recapitalization

Partial Sale/Recapitalization

We help businesses modify their capital structure in a beneficiary way to take advantage of market opportunities or anticipated changes in the company.

Today there are more recapitalization options for a business than ever before. With a vast amount of available private equity dry powder and available bank and non-bank financing options, a company may pursue a variety of different recapitalization structures. A debt-only recap, minority equity investment, or majority recapitalization are a few possibilities that help achieve growth capital, shareholder liquidity, family succession, management buyouts, balance sheet restructuring, or just more favorable debt terms.

For a majority recapitalization, the most popular transaction structure for businesses today, there are many benefits to the current ownership including:

  • Upfront liquidity
  • Elimination of personal debt guarantees
  • Risk reduction, wealth diversification
  • Capital for growth
  • Retention of a meaningful equity stake in the company
  • Continued ability to lead and manage the company
  • Participation in a second liquidity event at a higher valuation

These deals can be complicated transactions and require the experience and expertise our team has developed over the years. We will provide straight-forward answers and expert guidance throughout the entire process – from the internal negotiations among stakeholders to the often complicated logistics of closing the deal.


Related Transactions


Client: Bulldog Solutions
Service: Partial Sale/Recapitalization
Industry: Business and Professional Services


Sold a minority stake to SSM Partners.

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Client: Phoenix Electric
Service: Partial Sale/Recapitalization
Industry: Engineering, Construction and Materials


Completed a recapitalization with Tejas Investment Partners.

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Client: Sharp Community Energy
Service: Partial Sale/Recapitalization
Industry: Energy


Sold certain assets to a private investment group.

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Client: Smith Equipment Rental and Services
Service: Partial Sale/Recapitalization
Industry: Energy


Majority recapitalization with Valor Equity Partners.

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