1310S.TryonSt.,Suite109,Charlotte,NC28203MemberFINRA/SIPC
www.dragonflycapital.com
CompanyOverviewDragonfly Capital, founded in 2000, isan
investment-banking firm based inCharlotte,NC that serves the
financialandadvisoryneedsofsmall tomiddlemarket companies in the
followingsectors:
• Energy • Industrials/Manufacturing • Healthcare Services •
Business Services • IT Services • Consumer Products/Retail
Typicalclient/transactionsize: • Revenue $5 - $100 million •
EBITDA $1 - $10 million • Transactions $5 - $75 million
SeniorLeadership:DonMillenandReneUsher-founders
RyanFischer,RandySnyder
RogerPortaro,JoeTaylorDragonflyCapitalisaregisteredbroker-dealerwiththeFINRAandSEC,arequirementtoconducttransactionwork.
GrowthCapital–Debtand/orEquity(proceedstothebalancesheet)Dragonfly
Capital structures and raises private financing of debt and equity
forcompaniesinneedofcapitalfor:
• Internal growth initiatives such as geographic expansion or
product-line extension
• External growth such as acquisitions or joint ventures •
Partial liquidity, including financing dividends or leveraged
recaps • Companies seeking to refinance existing debt
Wemaintain active relationshipswithover300 institutional
investors, includingmajorprivateequityanddebt investment funds,
foreign investorsseekingequityinvestments in theU.S., regional
andmoney-center commercial banks, insurancecompanies,pension funds,
and companies seeking joint ventures. These sourcesprovidecapital
fromequityandequity-linkedinstruments, tosubordinated
loansandseniordebt,toleaseandoff-balancesheetfinancing.
LiquidityEvents-SaleorRecapitalization(proceedstothebusinessowner)Our
principals have 25+ years of experience in representing the owners
andmanagement teams of small and middle-market companies. Dragonfly
Capitalworks with clients who desire to sell their business to
institutional or strategicbuyers by providing a structured process
to advise, market, negotiate, andultimately sell the business. We
offer similar services to clients
seekingmanagementledbuyoutsorotherbuy-sideservices.DragonflyCapitalalsoworkswithPrivateEquityGroupsand
largercompanieson
thesaleofsmallerportfoliocompaniesornon-corebusinessunits.
1310S.TryonSt.,Suite109,Charlotte,NC28203MemberFINRA/SIPC
www.dragonflycapital.com
Select Recent Transactions
hasbeenrecapitalizedby
StrikerPartners
$10,000,000Saleto
$16,000,000Saletoanaffiliateof
acquisitionby
$24,000,000
Saleto
$25,000,000
SeniorCreditFacility
wasrecapitalizedby
$14,000,000
SeniorCreditFacility
acquisitionfinancingfrom
MaintenanceServiceDivision
hasbeenacquiredbyaPrivateInvestor
Saleto
$20,000,000EquityGrowthCapital
hasacquiredassetsof
hasbeenacquiredby
hasbeenacquiredby
