Investment Approach

We identify investment opportunities with superior risk-adjusted returns sourced by utilizing our extensive network, to create proprietary deal-flow. We devote significant effort analyzing industry trends, understanding competitive landscapes and developing relevant expertise and investment themes to help achieve the return objectives of our investors.

Investment opportunities may include direct investments made by the firm or strategic partnerships, including forming or seeding new investment products with external managers that bring a complementary expertise to Cynosure.

For direct investments, Cynosure’s core focus centers on bringing together Founder and Management-Owners with Aligned Capital.

Founder & Management-Owners (“FMOs”): Exceptional Founder & Management-Owners seeking partial liquidity or growth capital, but having no interest in selling 100% or entering the 3-5 year private equity treadmill; they believe in the long-term growth prospects of their businesses.

Aligned Capital: Long-term investors who believe private markets offer outsized returns and that all too often those returns are lost to friction costs associated with traditional offerings that do not align with investor objectives.

Every founder / management team is unique. Capital structure flexibility enables Cynosure to be true partners to management, finding the right capital solution for each situation.

Portfolio Companies

We want to partner with management teams who are interested in continuing to be meaningful owners and are invested in seeing the value of their company grow. We look for partners who can collaborate with us on the best route to value creation over the right investment timeline, as opposed to some arbitrary exit deadline set by an investment fund.

Specifically, we look to invest in small to mid-sized companies with at least $5 million of EBITDA.

Targets for acquisition must demonstrate significant growth prospects, a meaningful cash flow profile, and the ability to differentiate their business model from that of its competition.

By investing throughout the capital structure, making minority as well as control investments, and providing long-term and or follow-on capital, we are able to differentiate ourselves from traditional alternative managers.

Flexible Approach

Cynosure is comfortable taking both control and minority positions and will invest throughout the capital structure, including common equity, preferred equity, subordinated debt, debt, and other creative structures.

Core Portfolio

We have partnered with the following portfolio companies to provide a collaborative capital solution.

GPS Hospitality

Investment: 2014, 2015, 2016, 2017, 2019
Status: Current

Quick service restaurant franchisee operating over 400 locations

Avalon Advisors

Investment: 2015
Status: Current

Registered investment advisor offering investment management and financial advice

EPIS, LLC

Investment: 2016
Status: Exited

Vertical SaaS business focused on the power and utilities sector

Brand Bank

Investment: 2016
Status: Exited

Bank serving businesses, municipalities, and individuals in the Atlanta Metropolitan Statistical Area

Savant

Investment: 2016
Status: Current

Independent, fee-only wealth management firm

Prumentum Group

Investment: 2017
Status: Current

Wealth-Tech company created to make financial planning accessible, regardless of net worth

Steward Partners Global Advisory

Investment: 2019
Status: Current

Independent wealth advisor, with professionals delivering multifaceted financial solutions

Visible Supply Chain Management

Investment: 2019
Status: Current

Industry leader in shipping and fulfillment services for small to midsize businesses

Gold Medal Pools & Construction

Investment: 2019
Status: Current

Turnkey construction solutions for customized hardscapes & water features

SG Credit Partners

Investment: 2019
Status: Current

Leading middle-market specialty lender for borrowers with limited access to credit markets

Opportunistic Portfolio

Anglo International Shipping

Investment: 2018, 2019
Status: Current

Owner and operator of second-hand vessels focused on the dry bulk shipping market

FUND FORMATION

Created with the support of Cynosure

BuildGroup

Status: Current

Permanent capital vehicle focused on B2B software

Fenway Summer Ventures

Status: Current

Venture fund focused on investing in early stage companies in the financial services industry

Avenue Capital Group

Status: Current

US Value Credit Fund

“These examples are provided for informational purposes only and do not constitute investment advice, a recommendation, or an offer of solicitation. The reader should not assume that an investment in the portfolio companies reflected here was or will be profitable."