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Our investment strategy is innovative and intentional.
We constantly pursue new ways to invest in growth-oriented entrepreneurs and we consistently assess success based upon positive economic impact.
It's that emphasis on the double bottom-line that ensures we strategically funnel financing to job-generating businesses in areas where capital doesn't naturally flow. And it's our attention to those areas and those entrepreneurs that puts Advantage Capital in a strong position, even during volatile economic times.
In 2022, I am pleased to report we continued to validate our approach to marrying profitability with impact, as we grew our portfolio.
— Scott Murphy,
Managing Director & Chief Investment Officer
Managing Director & Chief Investment Officer
In 2022, we invested $250 million in 105 unique businesses across 23 states, propelling our cumulative impacts to:
900+
Portfolio Companies
67.9K+
Jobs Supported
39
States with Investments
Impact Investing in Action:
Opendorse is Changing the Game
Opendorse is Changing the Game
Opendorse is improving the Name, Image and Likeness (NIL) industry, helping college athletes across the country capitalize on their personal brands and make college more affordable. An investment made through the Nebraska New Markets Tax Credit (NMTC) Program enabled the company to expand its business and hire new employees while staying in Lincoln, Neb.
How We Invest
We create the impact we aim to achieve by offering flexible financing options to small, growth-ready businesses.
Equity
We provide equity capital along with industry insight and guidance from more than 30 years of partnering with small businesses. Capital can be used for equipment purchases, acquisition or improvement of owner-occupied real estate, expansion, ownership transitions, buyouts and acquisitions.
Debt
On the debt side, we provide both traditional asset-based and cash-flow-based loans. We also offer subordinated and mezzanine loans, which provide flexible capital to support strategic growth initiatives and often do not require collateral or a personal guarantee from the owner.
The thematic thread across all our investments and financing solutions is positive economic and community impact.
Our Nationwide Community Focus
The impact of our focused investment strategy stretches across the country, positively shaping hundreds of low-income communities and tens of thousands of individuals and families. While we seek investments nationwide, we currently have an emphasis in these highlighted states.
Advantage Capital is a registered investment adviser with the U.S. Securities and Exchange Commission ("SEC"). Such registration does not imply a certain level of skill or training. This report has been prepared for informational purposes only and nothing herein should be construed as an offer to sell, or as a solicitation of an offer to purchase, an investment interest in any fund advised by Advantage Capital, or, by extension, of any investment advisory services with regard to such interests or any other securities. Any such offer or solicitation will be made only to qualified prospective investors, pursuant to separate and confidential offering and subscription documents and materials, all in accordance with applicable state and federal securities laws to which Advantage Capital and any such offering may be subject. Only such definitive offering materials may be relied upon in connection with any decision to invest in a fund advised by Advantage Capital, and all such materials, including any materials risks associated with the investment as provided therein, should be carefully read in their entirety. Advantage Capital is an equal opportunity provider.
The portfolio companies referenced herein represent a small sample of Advantage Capital's investments that were selected solely to illustrate the firm's experience making similar investments to those within a particular fund's investment strategy and/or their community impact under state and federal tax credit programs. The sample includes companies from different industry sectors with a mix of investment instruments, and the profitability of any single investment was not a factor in the selection process. Nothing herein should be interpreted to state or imply that investments previously made by Advantage Capital were or are successful, or that past performance is any indication of future performance. All investments involve risk and unless otherwise states, are not guaranteed. Such risks may include, without limitation, risk of adverse unanticipated market developments, risk of counterparty or issuer default, and risk of illiquidity.
Any reference to third parties in this document is not intended to imply that these entities are endorsing Advantage Capital, nor is Advantage Capital making a representation or warranty as to the level of satisfaction regarding any prior or existing relationship that a third part may have had with Advantage Capital.
The portfolio companies referenced herein represent a small sample of Advantage Capital's investments that were selected solely to illustrate the firm's experience making similar investments to those within a particular fund's investment strategy and/or their community impact under state and federal tax credit programs. The sample includes companies from different industry sectors with a mix of investment instruments, and the profitability of any single investment was not a factor in the selection process. Nothing herein should be interpreted to state or imply that investments previously made by Advantage Capital were or are successful, or that past performance is any indication of future performance. All investments involve risk and unless otherwise states, are not guaranteed. Such risks may include, without limitation, risk of adverse unanticipated market developments, risk of counterparty or issuer default, and risk of illiquidity.
Any reference to third parties in this document is not intended to imply that these entities are endorsing Advantage Capital, nor is Advantage Capital making a representation or warranty as to the level of satisfaction regarding any prior or existing relationship that a third part may have had with Advantage Capital.