Jeff Hagar, Partner
Mr. Hagar has over 17 years of lending experience, including loan structuring, underwriting, portfolio management, and restructuring. He specializes in leveraged lending, mergers and acquisitions, and recapitalizations for middle market and lower middle market companies utilizing both cash flow and asset-based structures. Mr. Hagar worked at Chatham Capital from 2004 to 2014, prior to rejoining Chatham Capital in 2017. From 2014 until 2016, Mr. Hagar was a Vice President at JPMorgan Chase in the Middle Market Banking group, where he was responsible for relationship management and new business development. Mr. Hagar also held positions with UMB Financial Corporation, where he was responsible for new deal underwriting, portfolio monitoring and risk ratings analysis, and Central Bancompany, where he was a Loan Review Analyst. Mr. Hagar received a BSBA in Finance from the University of Missouri. He also holds an MBA in Finance from Emory University’s Goizueta Business School.
Investment Criteria
Atlantic Street Capital seeks opportunities with established and fundamentally sound companies that will benefit from capital investment and value-adding strategic and operational initiatives. We take companies to the next level whether they are smaller enterprises looking to develop into market leading businesses, or companies facing operational or financial difficulties.
The following summarizes our investment criteria:
TARGET INVESTMENT
Industry Focus
- Consumer Products and Services
- Transportation and Logistics
- Business Services
- Basic Manufacturing
Company Profile
- Fundamentally sound, established companies
- Revenues between $25 to $150 million
- Headquartered in the U.S. or Canada
Company Situations
- Desire to develop from niche industry player to regional or national leader
- Ownership or management transition
- Financial and/or operationally challenged
- Other business and/or transactional challenges
ATLANTIC STREET CAPITAL
Transaction Types
- Buyouts
- Recapitalizations
- Corporate carve-outs
- Restructurings
- Bankruptcies
Investment Structure
- Investment between $5 million to $20 million of equity including platform and add-on acquisitions
- Common stock / preferred stock / debt + warrants
- Board control; >50% equity ownership
- Investment horizon of 2 to 4 years
For more insight, please contact
Grant Marcks
203.428.3152
grant@atlanticstreetcapital.com
What to Exspect
Before Investment
Meet with Atlantic Street team and introduce key management personnel
Share current business processes and company operations
Jointly align goals and objectives
Discuss and reach mutually agreeable target price
Enter into exclusivity period
Atlantic Street conducts deep due diligence
Collaborate on post acquisition operational plan
Complete financing and close deal
After Investment
Preserve company culture and maintain core values
Communicate regularly with Atlantic Street team
Define business strategy and key initiatives
Establish steering committee and performance reporting process
Recruit new hires to fill critical needs
Implement post acquisition operational plan
Identify and execute infrastructure investments
Develop incentive compensation programs
Ongoing Partnership
Refine business strategy
Implement strategic, operational and organizational improvements
Develop and carry out acquisition strategy
Deploy capital as required to expand capacity and enhance technology and systems
Measure performance