Special Opportunities
Comvest Special Opportunities
Comvest Special Opportunities is a structured capital investment platform that provides custom structured debt and non-control equity capital solutions to sponsored and non-sponsored companies in the middle market.
Comvest Special Opportunities draws on the investment and business development acumen of Comvest professionals firmwide. Together they bring nuanced knowledge of all parts of the capital structure along with specialized underwriting and industry expertise, access to Comvest’s versatile operating resources, and decades of experience working with companies in many types of non-control situations.
Comvest tailors our investments to achieve the strategic objectives of the companies we serve. We strive to quickly execute complex transactions that typically involve a variety of unique growth and operational situations.
Structural Features
- Tailored to Each Situation
- Senior or Junior Debt
- Second Lien & Unsecured Debt
- Preferred / Structured Equity
- Flexibility on Cash Vs Payment-In-Kind (PIK)
Investment Criteria
- HQ in North America
- Sponsored and non-sponsored
- Enterprise value between $50 million and $500 million
Target Industries
- Business & Technology Services
- Consumer & Retail
- Financial Services & Specialty Finance
- Healthcare
- Industrials
Investment Size
- $15 million to $100+ million per transaction
Transaction Types
- Growth Capital, including M&A
- Deleveraging / Debt Recapitalization
- Dividend / Shareholder Buyout
- Stressed and Distressed Credit
- Forward Flow Asset Purchases
- Private Investments in Public Entities (PIPEs)
Business & Financial Services
Provider of Revenue Management Cycle Services
RCM Company is a provider of revenue cycle management services to independent physician practices throughout the United States.
Business & Financial Services
Provider of Marketing, Merchandising and Sales Services
Portfolio of Business Services Companies is a holding company of businesses that provide a variety of marketing, consulting, retail merchandising and outsourced sales services to customers throughout the United States.
Business & Financial Services
Provider of Consumer Loans and Banking Services
Financial Services Company provides consumer loan and banking services to consumers throughout the United States. The company’s services include installment loans, prepaid debit cards, check cashing, wire transfers and auto insurance.
Healthcare Services
Operator of Specialized Pharmacies Focused on Clinical Dermatology
Apotheco Pharmacy Group operates a nationwide network of specialized pharmacies focused on providing dermatological care solutions to medical providers and patients.
Business & Financial Services
Provider of Business Process Outsourcing Services
Flatworld Solutions is a global provider of IT, business consulting and outsourcing services.
Business & Financial Services
Purchaser of Consumer Loans
Above Loan Portfolio purchases unsecured in-program debt settlement loans from Above Lending, a third party consumer lending originator.
Industrials
Provider of Waste Transportation Services
Atomic Transport is a leading provider of outsourced long-haul waste transport and transfer station management for the largest waste companies in the United States.
Jason Gelberd
Partner, Co-Head of Direct Lending
Greg Reynolds
Partner, Co-Head of Direct Lending
Charles Asfour
Partner
Tom Goila
Partner
Derek Gould
Managing Director
Santiago Marti Garro
Senior Associate