SBICs provide equity capital, long-term loans, debt-equity investments and management assistance to small businesses.
SBIC Investment and Financing Companies Located in Pennsylvania
Argosy Investment Partners II, L.P.
Knute C. Albrecht
950 West Valley Road, Suite 2900
Wayne, PA 19087
Phone: (610)971-9685 Fax: (610)964-9524
Email: knute@argosycapital.com
INVESTMENT CRITERIA
INVESTMENT SIZE RANGE
Preferred Min: $0
Preferred Max: $0
TYPE OF CAPITAL PROVIDED
FUNDING STAGE PREFERENCE
INDUSTRY PREFERENCE
GEOGRAPHIC PREFERENCES
DESCRIPTION OF FIRM'S FOCUS
Argosy Investment Partners, L.P.
Knute Albrecht, Manager
950 West Valley Road, Suite 2900
Wayne, PA 19087
Phone: (610)971-9685 Fax: (610)964-9524
Email: knute@argosycapital.com
INVESTMENT CRITERIA
INVESTMENT SIZE RANGE
Preferred Min: $1,000,000
Preferred Max: $2,500,000
TYPE OF CAPITAL PROVIDED
Subordinated Debt w/Warrants
Convertible Preferred Stock
FUNDING STAGE PREFERENCE
Later Stage
LBO
Recapitalization
INDUSTRY PREFERENCE
Manufacturing
Distribution
Services
GEOGRAPHIC PREFERENCES
East Coast
DESCRIPTION OF FIRM'S FOCUS
Funding for expansion, acquisition, buyout
or recap of later stage, profitable
companies engaged in basic industries and
which have attractive growth potential.
Prefer investments that include a
current return feature.
CIP Capital L.P.
Winston Churchill, Jr., Manager
435 Devon Park Drive
Bldg 300
Wayne, PA 19087
Phone: (610)964-7860 Fax: (610)964-8136
Email: jjackson@cipcapital.com
INVESTMENT CRITERIA
INVESTMENT SIZE RANGE
Preferred Min: $250,000
Preferred Max: $1,000,000
TYPE OF CAPITAL PROVIDED
Equity
Debt
FUNDING STAGE PREFERENCE
Expansion
Later Stage
INDUSTRY PREFERENCE
Life Sciences
Communications
Financial Services
GEOGRAPHIC PREFERENCES
East Coast
DESCRIPTION OF FIRM'S FOCUS
GS Capital, L.P.
Kenneth Sweet, Richard Gessner
435 Devon Park Drive, Suite 612
Wayne, PA 19087
Phone: (610)293-9151 Fax: (610)293-1979
Email: ahartshorn@safeguard.com
INVESTMENT CRITERIA
INVESTMENT SIZE RANGE
Preferred Min: $1,000,000
Preferred Max: $3,000,000
TYPE OF CAPITAL PROVIDED
Equity
Subordinated Debt
FUNDING STAGE PREFERENCE
Acquisition
MBO
INDUSTRY PREFERENCE
Franchise Development
GEOGRAPHIC PREFERENCES
Mid-Atlantic
DESCRIPTION OF FIRM'S FOCUS
Assists minority and women entrepreneurs
in the ownership and management of
operating businesses.
Inverness Capital Partners, L.P.
tshang@invernesscap.com
1325 Morris Drive, Suite 207
Wayne, PA 19087
Phone: (610)722-0300 Fax: (610)722-0800
Email: tshang@invernesscap.com
INVESTMENT CRITERIA
INVESTMENT SIZE RANGE
Preferred Min: $0
Preferred Max: $0
TYPE OF CAPITAL PROVIDED
FUNDING STAGE PREFERENCE
INDUSTRY PREFERENCE
GEOGRAPHIC PREFERENCES
DESCRIPTION OF FIRM'S FOCUS
Liberty Ventures I, L.P.
Thomas R. Morse, Manager
One Commerce Square, 2005 Market Street
Suite 2040
Philadelphia, PA 19103
Phone: (215)282-4484 Fax: (215)282-4485
Email: mhahn@libertyvp.com
INVESTMENT CRITERIA
INVESTMENT SIZE RANGE
Preferred Min:
Preferred Max:
TYPE OF CAPITAL PROVIDED
FUNDING STAGE PREFERENCE
INDUSTRY PREFERENCE
GEOGRAPHIC PREFERENCES
DESCRIPTION OF FIRM'S FOCUS
Liberty Ventures II, L.P.
Thomas R. Morse, Contact
One Commerce Square
2005 Market Street, Suite 2040
Philadelphia, PA 19103
Phone: (215)282-4484 Fax: (215)282-4485
Email: mhahn@libertyvp.com
INVESTMENT CRITERIA
INVESTMENT SIZE RANGE
Preferred Min: $0
Preferred Max: $0
TYPE OF CAPITAL PROVIDED
FUNDING STAGE PREFERENCE
INDUSTRY PREFERENCE
GEOGRAPHIC PREFERENCES
DESCRIPTION OF FIRM'S FOCUS
Mellon Ventures, L.P.
Lawrence Mock & Ronald Coombs, Managers
One Mellon Center
Suite 5210
Pittsburgh, PA 15258
Phone: (412)236-3594 Fax: (412)236-3593
Email: kdollish@mellonventures.com
INVESTMENT CRITERIA
INVESTMENT SIZE RANGE
Preferred Min: $3,000,000
Preferred Max: $20,000,000
TYPE OF CAPITAL PROVIDED
Debt w/Equity
Equity
FUNDING STAGE PREFERENCE
Early Stage
Expansion
Later Stage
Acquisition
INDUSTRY PREFERENCE
Manufacturing
Services
Later Stage Technology
Diversified
GEOGRAPHIC PREFERENCES
National
DESCRIPTION OF FIRM'S FOCUS
Invests primarily in companies with
profitable existing operations, a defensible
plan for future growth, and
experienced, entrepreneurial leadership.
Meridian Venture Partners
Robert E. Brown, Jr. General Partner
201 King of Prussia Road
Suite 240
Radnor, PA 19087
Phone: (610)254-2999 Fax: (610)254-2996
Email: rbroderick@meridian-venture.com
INVESTMENT CRITERIA
INVESTMENT SIZE RANGE
Preferred Min: $0
Preferred Max: $0
TYPE OF CAPITAL PROVIDED
Equity Only
FUNDING STAGE PREFERENCE
Expansion
Later Stage
MBO
INDUSTRY PREFERENCE
Computer Software
Speciality Retail
Publishing/Media
GEOGRAPHIC PREFERENCES
Mid-Atlantic
DESCRIPTION OF FIRM'S FOCUS
Provides growth equity capital to 'later'
stage companies in the following industry
sectors: publishing, computer software/
services, light mfg., specialty retail, and
outsourcing/service businesses.
Meridian Venture Partners II, L.P.
Robert E. Brown, Jr., Contact
201 King of Prussia Road
Suite 240
Radnor, PA 19087
Phone: (610)254-2999 Fax: (610)254-2996
Email: rbroderick@meridian-venture.com
INVESTMENT CRITERIA
INVESTMENT SIZE RANGE
Preferred Min:
Preferred Max:
TYPE OF CAPITAL PROVIDED
FUNDING STAGE PREFERENCE
INDUSTRY PREFERENCE
GEOGRAPHIC PREFERENCES
DESCRIPTION OF FIRM'S FOCUS
Merion Investment Partners, L.P.
William M. Means, Contact
700 South Henderson Road, Suite 202
King of Prussia, PA 19406
Phone: (610)992-5881 Fax: (610)945-1654
Email: wmeans@merioninvestmentpartners.com
INVESTMENT CRITERIA
INVESTMENT SIZE RANGE
Preferred Min: $0
Preferred Max: $0
TYPE OF CAPITAL PROVIDED
FUNDING STAGE PREFERENCE
INDUSTRY PREFERENCE
GEOGRAPHIC PREFERENCES
DESCRIPTION OF FIRM'S FOCUS
NewSpring Ventures, L.P.
Michael DiPiano, Managing G P
500 North Gulph Road, Suite 500
King of Prussia, PA 19406
Phone: (610)567-2387 Fax: (610)567-2388
Email: marc@newspringventures.com
INVESTMENT CRITERIA
INVESTMENT SIZE RANGE
Preferred Min:
Preferred Max:
TYPE OF CAPITAL PROVIDED
FUNDING STAGE PREFERENCE
INDUSTRY PREFERENCE
GEOGRAPHIC PREFERENCES
DESCRIPTION OF FIRM'S FOCUS
Select Capital Ventures I, L.P.
Michael E. Salerno, Contact
4718 Old Gettysburg Road, Suite 405
Mechanicsburg, PA 17055
Phone: (717)972-1304 Fax: (717)972-1050
Email: dhellyer@selectcapitalcorp.com
INVESTMENT CRITERIA
INVESTMENT SIZE RANGE
Preferred Min: $0
Preferred Max: $0
TYPE OF CAPITAL PROVIDED
FUNDING STAGE PREFERENCE
INDUSTRY PREFERENCE
GEOGRAPHIC PREFERENCES
DESCRIPTION OF FIRM'S FOCUS
Back to Business Financing and Planning |
