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BIG IDEAS FOR SMALL COMPANIES | |
2nd Quarter 2024 at a Glance | |
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5
NEW PLATFORM INVESTMENTS
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12
FOLLOW-ON INVESTMENTS
10
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$3.4M
MEDIAN EBITDA
ALL CLOSED DEALS
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New Partnerships
April-June 2024
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Investment in an unnamed software company providing software solutions for the utilities and
healthcare industries.
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Headquartered in Nashville, TN, Radnor Group Holdings is a multi-state residential roofing platform, focusing on providing re-roofing, repair, and maintenance services primarily to the residential market, with some exposure to commercial projects. | | |
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Headquartered in Charlotte, NC, Guardian Logistics Solutions provides a suite of logistics services including local pickup & delivery, CFS, warehousing and freight brokerage. | | |
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Headquartered in Marriott-Slaterville, UT, Quantum Industrial Services is a leading industrial mechanical services provider in the Western U.S. | | |
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Headquartered in the Northeast (DE & NJ), Climate Efficiency Partners contracts directly with C&I building and property managers, general contractors, and developers, to deliver installation, corrective and preventive maintenance services across manufacturing, education, restaurant, hospitality, and other commercial end markets. | | |
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12 follow-on investments into current platforms to support our partnerships. | |
Please reach out to our team with new deals. We would love to hear from you! |
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With offices in Raleigh and Charlotte, North Carolina, Plexus has raised over $2.2 billion across seven funds that have allowed us to: | |
- Deploy $2.3 Billion
- Fund 181 Platform Investments
- Partner with 82 Current Portfolio Companies
- Focus on the lower middle market with a median EBITDA at close of $3.4 million
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Plexus invests debt and/or equity to fund growth, acquisitions, leveraged buyouts, management buyouts, and recapitalizations. Prospective portfolio companies have strong management teams, positive cash flow, large market opportunities, and need capital to execute their business plans. | |
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Geography
Nationwide
Investment Size
Up to $40 million per platform
Can co-invest for larger amounts
Investment Types
Subordinated Debt
Equity (Majority or Minority)
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Characteristics
Up to $150 million Revenue
Up to $15 million EBITDA
Strong Market Dynamics
Sustainable Positive Cashflow
Committed Management
Proven Business Strategy
Use of Proceeds
Acquisitions
Growth
Leveraged Buyouts
Recapitalizations
Management Buyouts
Minority Recapitalizations
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Raleigh Office
4242 Six Forks Road, Suite 950
Raleigh, NC 27609
919-256-6340
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Charlotte Office
200 Providence Road, Suite 103 Charlotte, NC 28207
704-927-6245
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This email is intended solely for the addressee(s) and may not be distributed to any other parties. Deal information presented herein is for illustrative purposes only and has been selected in order to provide recent examples of the types of investments made by Plexus Capital, LLC (“Plexus”) and does not purport to be a complete list thereof. There can be no assurance that similar investments will be available to any Fund offered by Plexus and that Plexus will be able to implement its strategy to achieve its investment objectives. Additionally, the information contained herein is not complete, and does not contain certain material information about any fund managed by Plexus, including important disclosures and risk factors, and is subject to change without notice. This is not an offer to sell, or a solicitation of an offer to purchase any fund managed by Plexus. Such an offer will be made only by an Offering Memorandum, a copy of which is available to qualifying potential investors upon request. As Plexus’ focus is on current positions, we naturally have a constructive bias to the deal information presented and investors must make their own decisions based on their specific investment objectives and financial circumstances. The investments discussed may not be suitable for all investors and involve the risk of loss. Deal information presented is not being shown to highlight those that have performed well but are presented to display recent examples of the types of investments made by Plexus. The performance of deals discussed herein will be judged with time. A complete list of portfolio companies may be found here.
*Above figures as of 03/31/2024
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Plexus Capital
4242 Six Forks Road, Suite 950
Raleigh, NC 27609
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