Sun Financial, LLC
Sun Financial, LLC, with its affiliates Bay 4 Energy Solutions and Kenyon Energy, develop, finance, own and manage solar facilities that typically generate between 500 kilowatts and 10 megawatts for Fortune 500 companies, utilities, universities and municipalities. The company lowers energy costs by selling solar energy to its commercial customers at prices below utility rates, and its long-term agreements insulate its customers from rising energy costs, while providing recurring revenue streams for the company. Sun Financial and affiliates currently operate more than 82 facilities in 20 states, which have a rated capacity of over 100 megawatts of power.
Burlington Technologies, Inc.
Burlington Technologies is an integrated, full service textile company based in Burlington, NC focused on the resurgent domestic market for small-batch, complex-weave textiles. Shepard Capital Partners has partnered with Banyan Mezzanine on this investment in Burlington Technologies, Inc. to facilitate a strategic acquisition in the textile industry. This acquisition will allow Burlington Technologies to expand into complimentary market segments and leverage significant operating synergies to improve the overall profitability of the combined entity.
o8o Leasing, Inc.
o8o Leasing, Inc. makes entertainment vending machines with 80 mph winds to simulate the experience of being in a hurricane. Shepard Capital Partners has led three rounds of preferred equity investment totaling $4,750,000 since August 2009 to fund the manufacturing and deployment of the company’s hurricane simulator amusement machines throughout the continental United States, Canada, and Europe. The growth capital infusions have allowed the company to achieve economies of scale in manufacturing, reducing capital invested per unit by over 75%, while increasing the number of revenue generating installations over 10 times and returning cash to the investors of greater than 17% per year.
The Crossings at Nine Mile
The Crossings at Nine Mile is a 240 unit multi-family apartment community located in Pensacola, Florida and built in 2011. The property offers one bedroom (84 units), two bedroom (120 units) and three bedroom (36 units) apartments for lease. All apartments have stainless steel kitchen appliances, large master bedroom suites, high ceilings and screened porches. Every building at The Crossings has a metal roof, and there is a community clubhouse with a swimming pool, fitness center and internet café.
MNGH, LLC (d.b.a. "Uown") is a rapidly growing company providing “No Credit Needed” lease purchase programs to select furniture and electronics retailers in the United States. Demand for this type of lease purchase program is on the rise, as consumer financing underwriters are increasing credit score thresholds and raising effective interest rates. Funds will be used to support business expansion by funding acquisition of lease assets specifically tied to end consumer lease contracts. MNGH currently operates in over 46 states and have served this market for more than eight years.
Tank Tank, Inc.
The TTI Companies, established in 1953, are staffed and equipped to provide complete design, shop fabrication, shipment, field erection, inspection, and testing of welded steel products to their customer’s specific requirements. In June of 2010, Shepard Capital Partners arranged a $10,000,000 senior debt facility and provided the financing structure for a dividend recapitalization and minority equity buy-in by a team of management led by a Shepard principal. The transaction provided liquidity for the company’s legacy shareholders, while facilitating a long term management and ownership transition plan that ensures local ownership of a firm that has been a leading manufacturing employer in the Tampa Bay area for over 50 years.
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As the firm invests its own capital in every deal, part of Shepard Capital’s investment thesis is to diversify its holdings across a variety of industries and business models. Shepard Capital Partners portfolio companies include:
Consumer Credit Aid, LLC
Consumer Credit Aid, LLC is a leading provider of financing for credit challenged consumers who want to purchase a quality, used vehicle. Consumer Credit Aid maintains personal and professional relationships daily with hundreds of automobile dealers across Central Florida and has been purchasing finance contracts for used and new automobiles, trucks, and motorcycles originated by independent vehicle dealers since 1993.