Lee Smith, Associate
Lee Smith joined Chatham Capital in 2018. His responsibilities include potential investment evaluation, due diligence, financial analysis, portfolio monitoring and deal execution. Prior to joining Chatham, Mr. Smith worked as an Analyst for both Square 1 Bank and Regions Business Capital. Mr. Smith has a B.S. in Finance from North Carolina State University.
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