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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.

Structure Features

  • Tailored to Each Situation
  • Senior or Junior Debt
  • Second Lien & Unsecured Debt
  • Preferred / Structured Equity 
  • Bridge / Facilitation Capital
  • 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 & E-commerce
  • Financial Services & Specialty Finance
  • Healthcare
  • Industrial Services
  • Transportation & Logistics

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
  • Liquidity Solutions / Rescue Financings
  • Private Investments in Public Entities (PIPEs)
Active

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.

Active

Transportation & Logistics

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

Tom Clark

Senior Partner

Tom Goila

Partner

Derek Gould

Principal

Palmer Rosemond

Principal

Santiago Marti Garro

Senior Associate