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INVESTMENT STRUCTURE

Ligavi Strategy

Shared-control, partnership transactions with primarily Founder-led or Family-owned companies.

  • Businesses that are capitalizing on or navigating periods of corporate change
  • Seeking growth or repositioning investment opportunities – focused on scaling (“imagine”) and/or transforming (“re-imagine”) businesses
  • Targeting companies with an identified inflection point in value that can be catalyzed via financial and human capital
    • $40-300 million in Enterprise Value Target Size
    • Break-even – $30 million in Initial EBITDA Target Size
  • Typically the first institutional investor in companies where the owners and management have a material equity stake in the enterprise
  • Theme-based approach concentrated within our Core Industries – target areas of evolutionary corporate change or inefficient market segments (what we call “Market Seams”)
  • Differentiated sourcing capabilities – leverage our Operating Partner Network of prominent industry executives to source investments outside traditional channels. Avoid auction transactions
  • Flexible capital – investments often combine preferred equity and credit securities
  • Strong human capital and operations capability via the Firm’s Spica Alpha Unit:
    • Pivot corporate strategy to accelerate growth
    • Upgrade management teams and assist in founder transitions
    • Enhance business processes
    • Implement technology to scale productivity alongside growth
    • Source M&A opportunities to complement organic growth
Photo by andrew jorgensen
VSP IV
Aug 2018
SECTOR
Media
ASSET TYPE
Structured Equity

Superfly is a leading live entertainment company, multi-dimensional marketing agency, and co-creators of the iconic Bonnaroo and Outside Lands music festivals.  Headquartered in New York, with offices in Chicago and San Francisco, Superfly is on a mission to shape how the world plays and connects through shared experiences. For twenty years, Superfly has built brands and brought people together at the intersection of culture and commerce.

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Superfly v1
Bitcentral
VSP IV
Mar 2019
SECTOR
Media
ASSET TYPE
Structured Equity

Leading provider of broadcast news production and distribution solutions that maximize the value of media.

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Bitcentral
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VSP IV
Jan 2019
SECTOR
Energy
ASSET TYPE
Structured Equity

Founded in 2015, 80 Acres Farms is a leader in the rapidly growing indoor vertical farming industry.  80 Acres Farms provides customers with a wide variety of locally grown, just-picked leafy greens, microgreens, and vine crops.  The company has developed its own artificial intelligence powered growing system, sophisticated data monitoring and automation technologies to deliver high quality and nutritious products at an affordable price.

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80 acres
Peerfit
VSP IV
Mar 2019
SECTOR
Healthcare
ASSET TYPE
Structured Equity

Leading digital health company working with employers to fully fund fitness experiences for their employees.

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Peerfit logo
Zippy shell bg
VSP III
Jun 2015
SECTOR
Niche Industrials
ASSET TYPE
Structured Equity

Founded in 2007 and headquartered in Georgetown, Washington D.C., Zippy Shell is a leading containerized moving and storage service provider to the residential, commercial and military market segments.  Zippy Shell provides an integrated service offering across the US operating under both the Zippy and Pack Rat brands.

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Ygrene
VSP III
Jun 2014
SECTOR
Specialty Finance
ASSET TYPE
Asset-Based / Structured Equity

Founded in 2010 and headquartered in Petaluma, California, Ygrene is a market innovator and the leading, multi-state provider of residential, multifamily and commercial property assessed clean energy financing ("PACE").

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Volta bg
VSP IV
Oct 2016
SECTOR
Media
ASSET TYPE
Structured Equity

Founded in 2012 and headquartered in San Francisco, California, Volta provides outdoor advertising stations to clients through its network of prominently sited and free electric car charging kiosks. The Company has signed agreements with large retail landlords and retailers in the U.S. to carry the Volta charging station at their locations. Volta currently has more than 300 locations in Hawaii, Los Angeles, San Francisco, Phoenix, San Diego and Chicago.

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Healthcare
VSP III
Jan 2015
SECTOR
Healthcare
ASSET TYPE
Structured Equity

Founded in 2003 and headquartered in Morrisville, North Carolina, Clinipace is a global, full-service clinical research organization (CRO) serving the needs of specialty pharmaceutical, biotechnology and medical device firms.  Clinipace enabling customers to advance drug candidates through the development pipeline thereby delivering successful stakeholder and patient outcomes.

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VSP III
Sep 2015
SECTOR
Specialty Finance
ASSET TYPE
Asset-Based / Structured Equity

Founded in 2009 and headquartered in Rayville, Louisiana, Ag Resource Management is an agriculture lending platform and crop insurance brokerage with operations throughout the United States.

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