Our process
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.
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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 |
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In-depth research |
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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 |
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Deal structure |
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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 |
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Implementation |
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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, investments over $8 million, are approved by the independent Board of Directors |
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Exit strategy |
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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 |