Investment Structure
PSVI is flexible in how it structures a transaction and focuses on capital preservation as well as upside potential.
Investment Structure
The form and structure of investment is flexible and depends on the investment situation. Financings may include common shares, preferred shares, convertible securities or debentures, subordinated debt, options, warrants or a combination of these.
Each investment is independently structured to accommodate the participation of seasoned executives and entrepreneurs where deemed appropriate. PSVI often prefers to invite key individuals to join an investment opportunity to add further support to the future success and development of the business. PSVI’s own capital always accounts for a significant portion of each investment to ensure that our objectives are aligned with all stakeholders.
PSVI also has strong relationships with leading financial institutions to ensure the right type of capital structure is created.
Investment Time Horizon
If PSVI is comfortable with management, strategic direction and the growth prospects, it is prepared to make longer term investments to allow the business to realize its full potential.
PSVI is committed to work with management to develop a defined strategy for the business and we are therefore not solely focused on an exit strategy. PSVI will seek to monetize our investment when business conditions warrant, not based on an arbitrary liquidity deadline.
Target Returns
PSVI targets returns vary depending on the assessment of risk, type and duration of investment, the required involvement to grow the business and the size of capital investment. When making an investment decision PSVI focus on downside protection as much as on the future value creation opportunity. PSVI look to ensure that it invests at a fair price and works with the business owner to ensure each transaction is structured to achieve a mutually beneficial outcome.
Monashee advised us through the process of selling our business to a large international business. We were very pleased with the outcome and have praise for expertise and guidance that was provided. We felt that Kevin always had our interests at heart.
Eric and Joann Byres, Founders of Byres Security Inc., Nanaimo, British Columbia
Kevin has been a supportive board member and advisor to us for Ryan Mortgage Investment Fund and we continue to grow with assets under management exceeding $40 million.
Kurt Wipp, Owner, Alpine Credits, Delta, British Columbia
Monashee’s professional experience and disciplined corporate governance has helped position our business to become the new technology leader in molded plastics packaging. The added professionalism has assisted us to secure new business with Fortune 500 customers.
Scott Molnar, President, YGrene Technologies Inc., Burlington, Ontario
We have used Monashee on a wide variety of projects ranging from negotiating acquisition opportunities to assessing the business plans of various operating divisions. Kevin is a trusted executive resource and advisor.
Mark Schnarr, President and CEO, Alpha Technologies Ltd., Burnaby, British Columbia
Monashee advised us through our successful acquisition of Outback Power Systems, from the preparation of the LOI through leading our due diligence process and negotiating the final agreements. Kevin provided structure and discipline during the acquisition and in the planning of the subsequent integration. Kevin is able to manage a transaction from the beginning to end.
Drew Zogby, President, Alpha Technologies Inc., Bellingham, Washington State
The guidance provided by Monashee has facilitated our ability to obtain appropriate growth financing for our business and has also allowed us to begin to position us for an appropriate succession plan in the future. We understand that if we treat succession as a process and not an event, we will achieve the best outcome.
Chris Giffin, CEO, Giffin Koerth Forensic Engineering, Toronto, Ontario
PSVI was able to provide us bridge financing in a timely manner during the sale of our business
Martin Carsky, Former CEO, Cryopak Industries