C.A. Bancorp actively guides its investee companies to capitalize on its unique growth plans. This means providing strategic advice, engaging expert consultants and appointing independent industry veterans to the company’s board of directors.

Our approach to risk management is based on intensive due diligence, creative deal structuring and the selection of investment opportunities that provide stable cash flows and may offer tangible assets such as real estate and equipment.

We enter every investment opportunity with an exit strategy. This may involve selling the investment back to the original owner, selling it to other financial or strategic interests, or introducing it to the public market where it can attract a significantly higher valuation.

Our process for cultivating investment growth

C.A. Bancorp follows a proven investment discipline to pursue the superior risk-adjusted returns of outstanding privately-owned growth companies.

		Initial screening
		Screening of dozens of private equity investment opportunities, and selection of only a few for in-depth research
		Focus on companies with solid cash flow and hard assets in core industries such as Industrials, Real Estate, Infrastructure and Financial Services
		In-depth research
		In-depth research of growth catalysts, macroeconomic trends, company financials, management team, and exit strategies
		Research conducted by internal analysts and external subject matter experts such as investee industry veterans and forensic accounting professionals
		Deal structure
		Structure of investment deal designed to seize growth catalysts and plan for profitable exit from investment
		Creative deal structure can amplify returns through leverage and help create long-term safeguards such as built-in exit strategies
		Implementation
		Direct investment by C.A. Bancorp or indirect investment through closed-end fund structure managed by C.A. Bancorp
		Investments reviewed and approved by Investment Committee and, for investments over $5 million, independent Board of Directors
		Exit strategy
		Investee company sold to company management or other private interests, or taken public through IPO or takeover
		Exit strategy designed to capitalize on enhanced valuation due to higher intrinsic value and/or earnings growth and/or valuation multiple