Catalina Shoate

Kelly Capital focuses on value and special situations investments in operating companies, real estate and debt. Their areas of expertise include: (1) control corporate acquisitions & LBOs (2) non-control equity investments in public and private companies (3) real estate investments and (4) mezzanine investments. They are also an active secondary market buyer of performing and non-performing mortgages, bank debt, trade claims, seller notes and other high-yield securities. The firm does not limit their investment criteria based on transaction size, geography, industry or public/private status. They will consider additional, add-on acquisition candidates of all sizes for their core portfolio. Their M&A investments generally focus on acquiring a controlling interest in a company in order to assist management with operational improvement and on capital projects in a longer-term hold strategy or providing capital to companies to allow the company to recapitalize and turnaround its operations. The common characteristics of the acquisitions Kelly Capital considers include: solid market share with significant barriers to entry, tangible asset classes comprising a company's balance sheet, diverse and stable customer bases, locations anywhere within the US and excellent free cash flow metrics.