Davidson Joseph is an investment management company that provides financial backing and makes investments in the private equity of startup or operating companies through a variety of loosely affiliated investment strategies including leveraged buyout, venture capital, and growth capital.
We have access to pools of capital, or private equity funds that supply the equity contributions for these transactions. We receive a periodic management fee as well as a share in the profits earned (carried interest) from each private equity position held.
Our business is focused around the following segments:
Our primary mission is to add substantial value through customized solutions and personal hands-on service that larger institutions cannot provide. We are opportunistic and have worked with many diverse clients in fields such as High Technology, Natural Resources, Health Care, Clean Technology and Financial Services.
Davidson Joseph works with investors, will acquire a controlling or substantial minority position in a company and then look to maximize the value of that investment.
We assist the companies we work with by contributing in the following areas:
- an initial public offering (IPO) — shares of the company are offered to the public, typically providing a partial immediate realization to the financial sponsor as well as a public market into which it can later sell additional shares;
- a merger or acquisition — the company is sold for either cash or shares in another company;
- a recapitalization — cash is distributed to the shareholders (in this case the financial sponsor) and its private equity funds either from cash flow generated by the company or through raising debt or other securities to fund the distribution.
For more information, you can submit an inquiry via the following contact form: