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For Accredited Investors
Partner with Addison Clark Group on principal-led acquisitions of established, cash-flowing small businesses. Direct co-ownership, deal-by-deal. No pooled fund. No public solicitation. By invitation.
Our approach
Co-investors hold direct ownership in the operating company, sized to their equity contribution at close. No pooled fund, no commingled capital, no public solicitation. Each transaction is a private decision among the parties and documented in the governance agreements at closing.
ACG sources, negotiates, finances, and runs the company post-close. Partners participate in cash flow and long-term value without day-to-day operations. We centralize finance, HR, marketing, process improvement, and collections at ACG so portfolio teams can focus on customers.
ACG typically arranges SBA 7(a) senior financing and coordinates closing; partners contribute equity. Leverage is sized to the cash flow of the business and the lender's underwriting, not a fund-level target.
Quarterly financials and KPIs. K-1s issued from the operating entity, targeting March 31 each year. By default, co-investors receive information rights and a board seat or observer role; specifics are set deal-by-deal.
Targets
Investment Horizon
Long-term
Typical hold 7+ years; no fixed exit timeline.
Minimum Co-Investment
$50,000
Per deal, for qualified investors.
Structure
Direct equity
Ownership sized to equity contribution at close.
What to know
Co-investing in a private operating company involves substantial risk of loss. An investor could lose all or a substantial portion of their capital. Past results — ACG's or those of any underlying business — are not indicative of future outcomes.
Co-ownership interests are private and illiquid. There is no public market and no secondary market is expected to develop. Partners should plan to hold for the long term and should not commit capital they may need in the near term.
SBA 7(a) and other senior debt amplify both gains and losses. Loan terms include covenants and reporting obligations that may constrain operational flexibility, particularly during periods of weaker performance.
Each acquisition is a single-company position. We do not diversify within a deal. Partners interested in diversification should consider exposure across multiple ACG transactions over time.
Any forward-looking statements involve known and unknown risks and uncertainties. Actual results may differ materially. ACG does not target or guarantee specific returns; outcomes depend on the operating performance of each acquired business.
The tax consequences of co-ownership vary by partner. Co-investors should consult their own tax advisor before committing capital. ACG issues K-1s from the operating entity but does not provide tax advice.
FAQ
Informational only. Not an offer to sell or a solicitation to buy any security. ACG does not publicly solicit investments. If a transaction constitutes an offer or sale of a security, it will be made privately in reliance on applicable exemptions and only to persons eligible to participate. Co-ownership interests are illiquid and involve substantial risk, including loss of capital.