Investor profile
CVF Capital Partners
PE
See how your deck fits this investor's thesis, stage, and ticket size.
Analyse your fitInvestment thesis
CVF Capital Partners is a California-based private investment firm focused on providing flexible capital to small and medium-sized businesses in the lower middle market across California and the Western United States. The firm offers subordinated debt and preferred equity securities to companies with revenues of $10–$100 million and at least $1–2 million in cash flow, targeting investments of $3–$15 million per transaction. CVF invests across a broad range of sectors including light manufacturing, healthcare services, business services, distribution, logistics, energy-related services, agriculture, and telecom, partnering closely with management teams, private equity sponsors, and commercial banks to finance late-stage growth, strategic acquisitions, ownership transitions, and recapitalizations.
Notable quotes
“We appreciate this vote of confidence from our investors, many of whom have been with us since our founding. We look forward to investing this capital in promising companies, while continuing our consistent track record of strong investment returns for our limited partners and their constituents. We have a healthy pipeline of opportunities and will put this additional capital to work by continuing to partner with management teams, private equity sponsors, commercial banks, and other deal professionals.”
“We have a successful track record as patient, long-term investors committed to working closely with sponsors and company management teams to create stable capital structures and optimal investment outcomes for all parties. We look forward to continuing this legacy throughout CVF III.”
“Utility Telecom is an example of how long-term partnership and flexible capital can drive meaningful value creation. We are proud of what the team accomplished and the durable platform built over the course of our investment.”
Team
Edward McNulty
Senior Partner
David Claugus
Operating Partner
Chris Carleson
Partner
Felipe Acosta
Senior Associate
Anthony Bretting
CFO
Recent investments
| Company | Round | Size | Date |
|---|---|---|---|
| Cordant Health Solutions | Buyout | — | 2023-04-04 |
| Bonafide Medical Group | Expansion Capital | — | 2022-08-12 |
| Vege Labs | Growth Equity | — | 2021-02-05 |
| Vista Recreation | PE | — | 2021-01-28 |
| Gary Platt Manufacturing | Buyout/LBO | — | 2019-12-09 |
| Recreation Resource Management | Growth Equity | — | 2020-12-01 |
| BC2 Environmental | PE | — | 2019-01-24 |
| Initiative Foods | Growth Equity | — | — |
| Utility Telecom | Subordinated Debt & Equity | — | 2015-01-01 |
| Cool Mountain Transport | Growth Equity | — | — |
Frequent co-investors
| VC firm | Deals together |
|---|---|
| DCA Partners | 2 |
| Gladstone Capital Corporation | 1 |
Fit check
Is CVF Capital Partners a match for your startup?
Upload your deck and get an instant AI-powered fit analysis — see exactly how your startup aligns with this investor's thesis, stage focus, and ticket size.
Analyse your fit