OUR APPROACH

Flexible capital.
Disciplined investing.

Flexible capital.
Disciplined investing.

Hoist provides tailored debt and minority equity capital to lower-middle-market businesses, sponsors and management teams. We combine a credit-oriented underwriting approach with the flexibility to structure each investment around the needs of the transaction.

Hoist provides tailored debt and minority equity capital to lower-middle-market businesses, sponsors and management teams. We combine a credit-oriented underwriting approach with the flexibility to structure each investment around the needs of the transaction.

HOW WE INVEST

Credit-oriented.

Structurally flexible.

Hoist invests primarily in debt securities while maintaining the flexibility to invest minority equity alongside our credit investments. Our goal is to create capital structures that support the needs of the business while maintaining appropriate protection and alignment.

Minority Equity

Equity co-investment to align with founders, management teams and sponsors.

Equity co-investment to align with founders, management teams and sponsors.

Equity co-investment to align with founders, management teams and sponsors.

Preferred Equity

Additional flexibility for growth, recapitalizations and ownership transitions.

Additional flexibility for growth, recapitalizations and ownership transitions.

Additional flexibility for growth, recapitalizations and ownership transitions.

Junior /
Subordinated Debt

Flexible junior capital to fill out the capital structure and support larger or more complex transactions.

Flexible junior capital to fill out the capital structure and support larger or more complex transactions.

Flexible junior capital to fill out the capital structure and support larger or more complex transactions.

Senior Debt

First lien or unitranche debt to support acquisitions, growth and refinancings.

First lien or unitranche debt to support acquisitions, growth and refinancings.

First lien or unitranche debt to support acquisitions, growth and refinancings.

What we look for.

What we look for.

Durable Businesses

Focus on established companies with recurring or defensible demand, stable cash-flow characteristics, and strong market positions.

Thoughtful Structures

Build capital solutions around the needs of the business, with an emphasis on flexibility, appropriate leverage and long-term durability.

Aligned Partnerships

Work collaboratively with owners, sponsors and management teams with an emphasis on transparency, responsiveness and long-term alignment.

HOW WE UNDERWRITE

INVESTMENT PROFILE

Business Profile

$5–125MM Revenue · $2MM+ EBITDA

Established businesses

Strong management teams

Defensible market positions

Stable cash-flow profiles

Scalable business models

Situations

Acquisitions

Growth capital

Recapitalizations

Ownership transitions

Refinancings

Add-on acquisitions

Industries

Manufacturing & Industrial

Healthcare & Wellness

Professional Services

Transportation & Logistics

Consumer Services

WHERE WE INVEST

Southeast roots.
National flexibility.

Southeast roots.
National flexibility.

Southeast roots.
National flexibility.

Hoist maintains a particular focus on businesses and partners throughout the Southeast, while selectively investing in compelling opportunities across the United States.