The Invictus Wealth Mezzanine Fund I focuses on the deployment of mezzanine and equity capital into lower and middle-market companies across the U.S. We are fully committed to partnering with private companies to provide highly customized financial solutions. As an active investor, our commitment extends beyond invested capital where we leverage our experience as business owners across a variety of disciplines and economic and political cycles, to protect investor capital, maximize value post-investment, and generate superior returns.

 

We seek opportunities to add value beyond the dollars invested. We provide ongoing support and counsel to our portfolio companies through active participation. We work closely with company management to formulate strategic plans and actively monitor performance. This support may include locating, analyzing and negotiating acquisitions, financial modeling and budgeting assistance, negotiating key strategic agreements, recruiting management, raising capital and, when necessary, developing strategies for corporate restructurings. Frequently, the experience and contacts of the firm are complementary to our needs of our portfolio companies.

 

The launching pad for this fund is based on what we believe to be a risk adjusted market approach coupled with what we have coined to be our Focused Five Strategy. This allows us to capitalize on great market opportunities, realize significant investment upside through growth and income, and influence portfolio companies with our operational expertise.

 

The General Partner intends to deploy the funds raised in this Offering through debt and equity investments into Portfolio Companies in diversified asset classes that will provide what we call a Risk-Adjusted Approach. These asset classes include, but are not limited to, Healthcare, Agriculture, Energy, Manufacturing, Technology, Real Estate, and Consumer Products. We believe these sectors are well positioned to leverage our risk-adjusted approach due to our enhanced operational expertise and market opportunity in our Focused Five Strategy.

 

Our investments span across 6 states: Mississippi (4), California (1), Florida (1), Georgia (1), Tennessee (1), and Texas (2). We’ve invested in 7 industries: Agriculture, Healthcare, Energy, Manufacturing, Technology, Consumer Products, and Real Estate.