1310S.TryonSt.,Suite109,Charlotte,NC28203MemberFINRA/SIPC www.dragonflycapital.com
CompanyOverviewDragonfly Capital, founded in 2000, isan investment-banking firm based inCharlotte,NC that serves the financialandadvisoryneedsofsmall tomiddlemarket companies in the followingsectors:
• Energy • Industrials/Manufacturing • Healthcare Services • Business Services • IT Services • Consumer Products/Retail
Typicalclient/transactionsize: • Revenue $5 - $100 million • EBITDA $1 - $10 million • Transactions $5 - $75 million
SeniorLeadership:DonMillenandReneUsher-founders RyanFischer,RandySnyder RogerPortaro,JoeTaylorDragonflyCapitalisaregisteredbroker-dealerwiththeFINRAandSEC,arequirementtoconducttransactionwork.
GrowthCapital–Debtand/orEquity(proceedstothebalancesheet)Dragonfly Capital structures and raises private financing of debt and equity forcompaniesinneedofcapitalfor:
• Internal growth initiatives such as geographic expansion or product-line extension
• External growth such as acquisitions or joint ventures • Partial liquidity, including financing dividends or leveraged recaps • Companies seeking to refinance existing debt
Wemaintain active relationshipswithover300 institutional investors, includingmajorprivateequityanddebt investment funds, foreign investorsseekingequityinvestments in theU.S., regional andmoney-center commercial banks, insurancecompanies,pension funds, and companies seeking joint ventures. These sourcesprovidecapital fromequityandequity-linkedinstruments, tosubordinated loansandseniordebt,toleaseandoff-balancesheetfinancing.
LiquidityEvents-SaleorRecapitalization(proceedstothebusinessowner)Our principals have 25+ years of experience in representing the owners andmanagement teams of small and middle-market companies. Dragonfly Capitalworks with clients who desire to sell their business to institutional or strategicbuyers by providing a structured process to advise, market, negotiate, andultimately sell the business. We offer similar services to clients seekingmanagementledbuyoutsorotherbuy-sideservices.DragonflyCapitalalsoworkswithPrivateEquityGroupsand largercompanieson thesaleofsmallerportfoliocompaniesornon-corebusinessunits.
1310S.TryonSt.,Suite109,Charlotte,NC28203MemberFINRA/SIPC www.dragonflycapital.com
Select Recent Transactions
hasbeenrecapitalizedby
StrikerPartners
$10,000,000Saleto
$16,000,000Saletoanaffiliateof
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$24,000,000
Saleto
$25,000,000
SeniorCreditFacility
wasrecapitalizedby
$14,000,000
SeniorCreditFacility
acquisitionfinancingfrom
MaintenanceServiceDivision
hasbeenacquiredbyaPrivateInvestor
Saleto
$20,000,000EquityGrowthCapital
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