About

CapitalView Investment Partners, LLC (“CapitalView”) is a lower middle market private investment firm based in Bethesda, MD. CapitalView seeks to provide solutions-based flexible capital to privately owned lower-middle market companies in need of strategic direction, operational improvement and/or expansion capital in order to accelerate growth. The firm will make investments in the form of control buyouts, minority equity stakes and structured debt financings.

PARTNERSHIP

We seek to partner with companies in the United States and Canada that have attractive franchise value, but are facing special situations or other capital needs, which require a creative, flexible capital solution to position the business for growth.

FLEXIBILITY

We seek to invest throughout the capital structure in debt and equity securities across a variety of industries by providing tailored capital solutions that address the specific dynamics of each situation.

VALUE CREATION

Through close collaboration with management and proper alignment of incentives, the CapitalView team intends to leverage its financial, operational, and strategic resources to support portfolio companies and foster long-term, sustainable value creation.

The Falcon is the solar emblem for success and rising above a situation. It carries with it a message of transition and change.
The Falcon represents visionary power, wisdom, and guardianship.
It speaks of a higher, more perceptive vision, calling on us to calculate, strategize, and focus, while using more than just our immediate knowledge and surroundings, to achieve our goals.

Focus

Our extensive experience both as lenders to, and owners of, businesses equips us with a unique perspective when investing capital in complex situations and lower middle-market growth opportunities.  We identify and execute asymmetric risk/reward investment opportunities regardless of placement in the capital structure.

INVESTMENT CRITERIA

  • Companies with strong franchise and/or asset value(s) but experiencing:
    • Periods of excess leverage
    • Operational and/or financial underperformance
    • Complex ownership, industry, or regulatory issues
    • Other special situations
  • Headquartered in U.S. or Canada
  • $30 to $500 million in annual revenue
  • Enterprise / asset values up to $200 million
  • Investment Size: up to $60 million
    • Additional capital available through co-investment relationships

SPECIAL SITUATIONS

  • Transaction Types
    • Control Buyouts: lower-middle market growth, special situations, corporate carve-outs, management buyouts, restructurings (including §363/bankruptcy sales), and turnarounds
    • Structured Debt Financings: recapitalizations, refinancings, and rescue, bridge, DIP, and exit financings
  • Security Types
    • Control Buyouts: equity and mezzanine
    • Structured Debt Financings: senior secured, unitranche, and mezzanine

SELECTED INDUSTRIES

  • Aerospace and Defense
  • Building Products
  • Business Services
  • Consumer Products
  • Consumer Services
  • Energy
  • Financial Services
  • Government Contracting
  • Manufacturing
  • Oil and Gas
  • Technology

Team

Senior members of the CapitalView team have invested together exclusively in lower middle market special situations for nearly a decade at a leading asset management firm.

Myung Yi

Managing Partner

About Myung

Myung Yi

Managing Partner


Myung is responsible for deal origination, transaction execution, portfolio management, fundraising, and overall management of the firm’s operations. He has over twenty-one (21) years of investing and other relevant experience, and has sat on the Boards of nineteen (19) portfolio companies.

PRIOR EXPERIENCE

American Capital Special Situations
Founding Managing Director
Boston Consulting Group
Consultant
Caplin & Drysdale
Tax Law Associate
PricewaterhouseCoopers
Audit Associate

EDUCATION

Georgetown University Law Center
J.D., cum laude
Wharton School of the University of Pennsylvania
B.S. in Economics, magna cum laude

Andrew Flesch, CFA

Managing Director

About Andrew

Andrew Flesch, CFA

Managing Director


Andrew is responsible for deal origination, transaction execution, portfolio management, and administration of the firm’s operations. He has over sixteen (16) years of investing and other relevant experience, and has sat on the Boards of four (4) portfolio companies.

PRIOR EXPERIENCE

American Capital Special Situations
Principal
Wachovia Securities Corporate and Investment Bank: Special Situations Workout Group
Associate
Wachovia Securities Corporate and Investment Bank: Leveraged Finance
Analyst

EDUCATION & AFFILATIONS

Emory University Goizueta Business School
B.B.A. in Finance and Information Technology
CFA Institute
Charterholder
Washington Society of Investment Analysts
Member

Harry Davoody

Operating Partner

About Harry

Harry Davoody

Operating Partner


Harry is an Operating Partner with over twenty (20) years of senior executive, business planning and execution, operational improvement and restructuring, leadership development, and transaction due diligence experience within the global technology, semiconductor, and analytical testing and measure services industries.

PRIOR EXPERIENCE

Evans Analytical Group (EAG)
CEO & President
American Capital Special Situations
Operating Partner
LedEngin, Inc.
Founding CEO & President
Mindspeed Technologies, Inc.
Senior Vice President & General Manager
ST Assembly Test Services, Singapore
Interim CEO & President
Texas Instruments, Inc.
Vice President & General Manager

EDUCATION & AFFILATIONS

University of Dallas
MBA
Southern Methodist University
M.S. in Electrical Engineering
University of Texas at Arlington
B.S. in Electrical Engineering

David Grooms

Operating Partner

About David

David Grooms

Operating Partner


David is a seasoned executive and currently CEO of Mesa Secure, an Aerospace & Defense and Business Services consulting company. David was previously COO of Datron World Communications and President of the Datron Advanced Technology Group, overseeing the manufacture, design, and distribution of military communications solutions. Prior to Datron, David was, among other roles, President of Kyocera North America, overseeing facilities in the United States, Mexico, and Guam, with over $1 billion in sales as of his 20th year with the company. David has extensive experience developing strong sales growth, product development and establishing manufacturing operations in the US, Mexico, and Israel, and also has extensive business experience in Asia, Europe and the Middle East and North Africa.

PRIOR EXPERIENCE

Datron World Communications
President
Kyocera North America
President

Portfolio

Broadcast Microwave Services, LLC / Data911

Headquartered in Poway, CA with a sales and service center in Germany, Broadcast Microwave Services (“BMS”) is the recognized leader in professional wireless video solutions with over 37 years of experience providing flexible and robust wireless video systems for the broadcast industry.

Data911 (subsidiary of “BMS”) was founded in 1984 and headquartered in Poway, CA. Data911 develops, designs, manufactures and supports mobile solutions for public safety fleets and commercial fleets.  The corporate office in Poway houses all facets of the company – from product development to service and repair.  Data911 products include industry leading in-car computers; in-car HD video; license plate recognition; body worn cameras; rugged tablets and a cloud-hosted vehicle tracking service.

Hyde Road Agricultural Associates LLC / Sterling Caviar LLC

Hyde Road Agricultural Associates (affiliate of “BlueGreen Farms”) is a socially and environmentally responsible farm to plate producer of aquaculture products whose core ethos is meeting the ever-insatiable consumer demand for traceable seafood protein and providing consumers with a consistent, high-quality, year-round supply of healthy, delicious, and versatile protein. Hyde Road Agricultural Associates acquired Sterling Caviar in October 2020.

Contact

Get in touch

4800 Montgomery Lane, 5th Floor
Bethesda, MD 20814
Main: (301) 841-2010
Email: Info@CapitalViewIP.com