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Transactions

Solis’ principals have extensive experience negotiating and structuring investments that align the interests of investors, business owners and management teams. Representative transaction structures include:

Recapitalization: Solis purchases half or more of a company as a result of a shareholder or shareholders who desire liquidity.
Management-led Buyout: Management partners and invests with Solis to acquire the business they are operating.
Purchase: Similar to a management-led buyout, but Solis acquires the entire company from a departing owner, and existing management neither leads the transaction nor invests a significant amount of their net worth in the acquisition.

In all situations, regardless of the structure, Solis implements incentive programs for management to align interests and to provide management with significant upside potential. Board representation is an essential transactional element, as it provides Solis the opportunity to effectively partner with management and bring added value.

The investment summaries below illustrate different transaction structures and the underlying investment philosophy of Solis. Each investment was executed by Dan Lubeck, Managing Director of Solis, while at his former leveraged buy-out firm which he co-founded in 1994.

Cal Quality Electronics

Hawker Pacific Aerospace, Inc.

Master-Sort, Inc.