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.
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)

Healthcare
Operator of specialty pharmacies focused on clinical dermatology
Apotheco Pharmacy Group operates a nationwide network of specialty pharmacies focused on specialized 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.

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

Charles Asfour
Partner

Tom Goila
Partner

Derek Gould
Managing Director

Santiago Marti Garro
Senior Associate