Private Equity
Kastali Capital offers attractive Private Equity solutions for strong companies and well qualified sponsors whether for the public or private sector, we source direct capital in the following industries.
Select and review the underwriting that best suits your needs, then submit a scenario or full file for approval
Kastali’s Energy Programs
| Min Structure: | 5,000,000 – 75,000,000 |
| Sector Type: | Oil & Gas |
| Facility Purpose: | Upstream Capital |
| EBITDA | |
| Equity: | |
| Enterprise Value: | |
| Sales: | |
| Recourse: | Non-Recourse Available |
| Broker Fees: | From 2-3% depending on market, size, timing, and complexity |
| Lender Due Diligence Retainer: | $2,500 to $5,500 or larger on complex -or- high balance loans |
| Packaging & Processing Fee: | Typically $795 – Refundable at closing |
| Locations: | Continental US **Rural & Offshore Case by Case** |
| Projects of Interest: | Mid-Stream |
| Focus is in hard-asset businesses, including gathering and transportation pipelines, treating and compression assets and services, processing and fractionation plants, storage and terminalling facilities, logistics handling and disposal facilities, and other such assets or companies providing similar services. | |
| Pipelines, gathering, processing | |
| Shipping, storage, fabrication | |
| Refining and petrochemical | |
| Process and transport hydrocarbons from center of supply to center of demand | |
| Up-Stream | |
| value-added source of growth equity capital | |
| Desired Charactoristics: | Experienced management team with track record of operating success |
| Assets located onshore in the continental United States within basins with existing infrastructure | |
| Assets are currently producing, have established producing histories, and positive field level cash flow | |
| Assets are predominantly operated; non-operated interests can be pursued for follow-on acquisition | |
| Commodity agnostic, but prefer a mix of oil, gas, & NGLs | |
| PDP upside through operational enhancements and cost reductions | |
| Inventory of low-risk and low-cost development opportunities including PDNP and PUD reserves | |
| Control equity with customary minority protections for other investors, and competitive incentives for management teams |
| Min Structure: | 10,000,000 – 50,000,000 |
| Sector Type: | Manufacturing & Distribution, |
| Facility Purpose: | Flexibility to invest equity, debt, and combinations thereof |
| Control or minority ownership equity investments | |
| Sole institutional capital provider or co-investment partner | |
| EBITDA | |
| Equity: | |
| Enterprise Value: | |
| Sales: | 2,000,000 + |
| Recourse: | Non-Recourse Available |
| Broker Fees: | From 2-3% depending on market, size, timing, and complexity |
| Lender Due Diligence Retainer: | $2,500 to $5,500 or larger on complex -or- high balance loans |
| Packaging & Processing Fee: | Typically $795 – Refundable at closing |
| Locations: | Continental US **Rural & Offshore Case by Case** |
| Projects of Interest: | Mid-Stream |
| Focus is in hard-asset businesses, including gathering and transportation pipelines, treating and compression assets and services, processing and fractionation plants, storage and terminalling facilities, logistics handling and disposal facilities, and other such assets or companies providing similar services. | |
| Pipelines, gathering, processing | |
| Shipping, storage, fabrication | |
| Refining and petrochemical | |
| Process and transport hydrocarbons from center of supply to center of demand | |
| Up-Stream | |
| Value-added source of growth equity capital | |
| Desired Charactoristics: | Proven management teams with properly aligned incentives |
| Stable operating history with cash flow in excess of $2 million | |
| Strong and defensible position in a defined market or niche | |
| Compelling industry fundamentals |
| Min Structure: | 30,000,000 – 150,000,000 |
| Sector Type: | Technology |
| Facility Purpose: | Value-added & transformational |
| EBITDA | 3,000,000 – 30,000,000 |
| Equity: | |
| Enterprise Value: | 30,000,000 – 300,000,000 |
| Sales: | |
| Recourse: | Non-Recourse Available |
| Broker Fees: | From 2-3% depending on market, size, timing, and complexity |
| Lender Due Diligence Retainer: | $2,500 to $5,500 or larger on complex -or- high balance loans |
| Packaging & Processing Fee: | Typically $795 – Refundable at closing |
| Locations: | Continental US **Rural & Offshore Case by Case** |
| Projects of Interest: | Vertically Focused Software and Services |
| Healthcare IT | |
| Data Analysis Tools | |
| Information Services | |
| Business Analytics | |
| Aerospace & Defense | |
| Target Sectors | |
| Additive manufacturing | |
| Advanced materials & composites | |
| Aftermarket support & MRO | |
| Complex manufacturing & assembly | |
| Defense electronics | |
| Distribution & logistics | |
| Intelligence & security services | |
| Robotics & UAV | |
| Space & satellite | |
| Technology enabled mfg. & services | |
| Testing, certification & compliance | |
| Desired Charactoristics: | Differentiated product or service offering |
| Compelling value proposition | |
| Strong competitive position benefitting from secular trends | |
| High-integrity team and mission-driven culture | |
| Will selectively consider opportunities requiring a management transition | |
| Majority investment |
| Min Structure: | 5,000,000 – 250,000,000 |
| Sector Type: | Healthcare |
| Facility Purpose: | Corporate Carve-Outs, |
| EBITDA | 1,000,000 – 250,000,000 + |
| Equity: | to 500,000,000 |
| Enterprise Value: | 200,000,000 to 2 Billion |
| Sales: | |
| Recourse: | Non-Recourse Available, Private Sale, Recapitalization, |
| Broker Fees: | From 2-3% depending on market, size, timing, and complexity |
| Lender Due Diligence Retainer: | $2,500 to $5,500 or larger on complex -or- high balance loans |
| Packaging & Processing Fee: | Typically $795 – Refundable at closing |
| Locations: | Continental US **Rural & Offshore Case by Case** |
| Projects of Interest: | Medical products, devices and instruments |
| Multi-site treatment centers | |
| Pharmaceutical manufacturing / pharmaceutical services | |
| Outsourced services | |
| Veterinary management companies | |
| Leveraged & Management Buyouts | |
| Recapitalizations | |
| Debt Refinancings | |
| Growth Financings | |
| Acquisition Financings | |
| Transitional Financings | |
| Desired Charactoristics: | Market leader in a defensible niche with defined technology risk |
| Sustainable points of differentiation or regional density with coveted assets | |
| Solid diversity along customer, payor, product and service channels | |
| Stable regulatory environment and reimbursement outlook | |
| Defined recurring revenue model | |
| Leading market position or niche with sustainable competitive advantages | |
| Exceptional management team with a meaningful stake in the business | |
| Growth prospects in healthy end markets | |
| Ability to withstand business cycles |
| Min Structure: | 5,000,000 – 75,000,000 |
| Sector Type: | Oil & Gas |
| Facility Purpose: | Upstream Capital |
| EBITDA | |
| Equity: | |
| Enterprise Value: | |
| Sales: | |
| Recourse: | Non-Recourse Available |
| Broker Fees: | From 2-3% depending on market, size, timing, and complexity |
| Lender Due Diligence Retainer: | $2,500 to $5,500 or larger on complex -or- high balance loans |
| Packaging & Processing Fee: | Typically $795 – Refundable at closing |
| Locations: | Continental US **Rural & Offshore Case by Case** |
| Projects of Interest: | Mid-Stream |
| Focus is in hard-asset businesses, including gathering and transportation pipelines, treating and compression assets and services, processing and fractionation plants, storage and terminalling facilities, logistics handling and disposal facilities, and other such assets or companies providing similar services. | |
| Pipelines, gathering, processing | |
| Shipping, storage, fabrication | |
| Refining and petrochemical | |
| Process and transport hydrocarbons from center of supply to center of demand | |
| Up-Stream | |
| Value-added source of growth equity capital | |
| Desired Charactoristics: | Experienced management team with track record of operating success |
| Assets located onshore in the continental United States within basins with existing infrastructure | |
| Assets are currently producing, have established producing histories, and positive field level cash flow | |
| Assets are predominantly operated; non-operated interests can be pursued for follow-on acquisition | |
| Commodity agnostic, but prefer a mix of oil, gas, & NGLs | |
| PDP upside through operational enhancements and cost reductions | |
| Inventory of low-risk and low-cost development opportunities including PDNP and PUD reserves | |
| Control equity with customary minority protections for other investors, and competitive incentives for management teams |
| Min Structure: | 5,000,000 – 75,000,000 |
| Sector Type: | Oil & Gas |
| Facility Purpose: | Upstream Capital |
| EBITDA | |
| Equity: | |
| Enterprise Value: | |
| Sales: | |
| Recourse: | Non-Recourse Available |
| Broker Fees: | From 2-3% depending on market, size, timing, and complexity |
| Lender Due Diligence Retainer: | $2,500 to $5,500 or larger on complex -or- high balance loans |
| Packaging & Processing Fee: | Typically $795 – Refundable at closing |
| Locations: | Continental US **Rural & Offshore Case by Case** |
| Projects of Interest: | Mid-Stream |
| Focus is in hard-asset businesses, including gathering and transportation pipelines, treating and compression assets and services, processing and fractionation plants, storage and terminalling facilities, logistics handling and disposal facilities, and other such assets or companies providing similar services. | |
| Pipelines, gathering, processing | |
| Shipping, storage, fabrication | |
| Refining and petrochemical | |
| Process and transport hydrocarbons from center of supply to center of demand | |
| Up-Stream | |
| Value-added source of growth equity capital | |
| Desired Charactoristics: | Experienced management team with track record of operating success |
| Assets located onshore in the continental United States within basins with existing infrastructure | |
| Assets are currently producing, have established producing histories, and positive field level cash flow | |
| Assets are predominantly operated; non-operated interests can be pursued for follow-on acquisition | |
| Commodity agnostic, but prefer a mix of oil, gas, & NGLs | |
| PDP upside through operational enhancements and cost reductions | |
| Inventory of low-risk and low-cost development opportunities including PDNP and PUD reserves | |
| Control equity with customary minority protections for other investors, and competitive incentives for management teams |
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