

INVESTMENT CRITERIA
INVESTMENT CRITERIA
CM Group Ltd. investment professionals typically work directly with companies to structure investments that are uniquely tailored to the company’s needs. We excel at investment opportunities that require in depth analysis, thoughtful structuring, and comprehensive industry knowledge. CM Group Ltd. investment professionals seek to add value to our portfolio companies. Our professionals often devote significant time and resources working closely with our portfolio companies to determine business strategy, putting us in a unique opportunity to provide for additional capital needs as the portfolio companies grow allocate capital and other resources, evaluate expansion and acquisition opportunities.
​
CM Group Ltd. investment professionals seek to review financing opportunities based on the following criteria:
Investment Size
CM Group Ltd. investment professionals have the ability to execute investments ranging from $100,000 to $10 million depending on a range of circumstances. In addition, our extensive network of capital providers enables us to bring to bear additional capital from co-investors and/or other capital providers to provide for companies with larger capital needs.
​
Company Capitalization
CM Group Ltd. investment professionals generally invest in companies with equity market capitalizations of $300 million and under, although from time to time we also invest in companies with larger equity market capitalizations.
​
Industry Focus
Our investment professionals have experience investing across a broad range of industry sectors.
Transaction Type
We provide capital for a broad range of transactions, including acquisitions, growth capital, recapitalizations and refinancings.
Security Type
We seek to invest in all parts of the capital structure. We are able to structure a wide range of securities ranging from a variety of debt securities to a variety of equity securities. While we invest across the capital structure, we typically seek to structure a significant portion of each investment as a debt security and to create equity features that enable us to share in a company’s upside.
Public/Private
CM Group Ltd. invests in public as well as private companies.
Advantages of CM Group Ltd.
* CM Group Ltd. is highly differentiated in its ability to creatively structure transactions.
* CM Group Ltd. provides cost-effective financing solutions to companies generally aligning our goals with those of the company.
* CM Group Ltd. professionals have extensive experience investing in debt and equity transactions.
* CM Group Ltd. streamlined commitment process ensures rapid feedback and closing.
* CM Group Ltd. professionals closely monitor its portfolio companies post-closing and work with their management team to fund additional capital needs as required.
* CM Group Ltd. professionals has a history of executing follow-on transactions and can react quickly to follow-on investment opportunities.