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INVESTMENT STRUCTURE

Structured Equity Partnerships

Virgo seeks to partner with Partner and Founder-Lead or Family-Owned companies where management has a material equity stake in the business, and often Virgo is the first institutional investor in the business. We target investments that have a compelling entry point due to an inflection point in the value and growth of the business, offering meaningful upside optionality within the investment. We are focused on scaling (imagine) and transforming (re-imagine) businesses via the allocation of both financial capital and human capital. With Virgo’s flexible capital, investments often combine preferred equity and credit securities.

  • $40-300 million Enterprise Value Target Size
  • $3-30 million in Initial EBITDA Target Size

  • Pivot corporate strategy to accelerate growth
  • Upgrade management teams and complete founder transitions
  • Enhance business processes
  • Implement technology to scale with growth
  • Typically generates significant follow-on investment and co-investment opportunities
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 shaell provides an integrated service offering across the US operating under both the X and X 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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