Castle Crow & Company

About The Fund

Castle Crow & Company is a merchant banking group based in San Francisco, California, that specialises in facilitating transactions and providing equity and debt investments to privately held companies. Their primary focus areas include leveraged and management buyouts, recapitalization, minority equity investments, mezzanine capital investments, and a variety of advisory services tailored to business owners and management teams. These advisory services are aimed at creating growth and assisting in exit strategies. The firm has a strategic approach geared toward addressing issues specific to businesses in the middle market. Castle Crow's expertise also encompasses corporate finance and private equity transactions, where they evaluate and implement strategies to reduce costs, change ownership structures, unlock shareholder value, or facilitate company growth. They create opportunities for owners to achieve liquidity, whether through the sale of a company, estate planning, or asset diversification. Management buyouts (MBO) are another area of focus, providing continuity and the alignment of interests between managers and shareholders, despite challenges such as arranging financing and negotiating terms. The firm supports growth capital investments for initiatives like introducing new products, entering new markets, or making acquisitions, accelerating long-term value creation. They also support minority equity investments that allow for partial ownership without full control over operational or decision-making processes. These investments can assist in growth plans, enhance financial positions, or establish strategic partnerships. Furthermore, Castle Crow assists with junior capital investments which offer flexible mezzanine financing to support acquisitions, recapitalizations, buyouts, and growth in family-owned or sponsor-backed companies. The strategic advisory services they offer span mergers and acquisitions, capital raising, restructuring, and strategic planning, leveraging their expertise, networks, and research to guide clients towards informed decisions and maximizing shareholder value. Their work is in industries like Business Solutions, Hardware & Manufacturing, CleanTech, and Logistics & Distribution.