Target Companies

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Shepard Capital targets growing companies with:

  • EBITDA of $1M or more
  • 36+ months of positive cash flow
  • a sustainable competitive advantage in its market and industry
  • a recurring revenue model with potential for expansion
  • a smart and energized management team


Typical transactions include growth capital, acquisitions, buy-outs, buy-ins, and recapitalizations. Shepard’s standard structure is to provide growth capital in the form of a debt instrument with a current pay component and a term of 3-5 years. However, other structures may be utilized to best fit the nature of the business and transaction. In most cases, the firm will also take equity in the company in the form of warrants or stock grants. 


For more information regarding a potential partnership with Shepard Capital, please contact Chris Reed at creed@shepardcap.com