Q. In what types of businesses does SunTx invest?
A. SunTx invests primarily in middle market manufacturing, distribution, and service companies, based primarily in or with significant operations in, the Sunbelt.

Q. Does SunTx have a geographic focus for investing?
A. SunTx primarily focuses its investment activities in the Sunbelt region of the United States. Specifically, SunTx focuses its investments in portfolio companies headquartered in or with operations in: Alabama, Arizona, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, New Mexico, North Carolina, Oklahoma, South Carolina, Tennessee, Texas and Virginia. This region of the United States has attributes that make it an attractive geographic region for further economic growth and capital investment.

Q. What is the typical transaction size that SunTx seeks?
A. SunTx typically invests in companies with an enterprise value between 50 million dollars and 150 million dollars. SunTx will consider smaller transactions as platforms from which to build or as add-on acquisitions for existing portfolio companies.

Q. Does SunTx invest in start up or early stage companies?
A. Typically, SunTx prefers to invest in companies with several years of operating history and a positive cash flow.

Q. Does SunTx always take a control position in an investment?
A. Typically, SunTx prefers to take a control position in the companies in which it invests. However, SunTx views its role as supportive of the management team and focuses on long term strategic planning and not day to day oversight of the company.

Q. What is the typical length of time that SunTx will own a company?
A. SunTx anticipates holding its investments for between four and seven years.

Q. What is the process to have SunTx review an investment opportunity?
A. SunTx is always eager to review potential investment opportunities. The preferred method is to submit a detailed proposal or business plan to SunTx for review by members of the SunTx investment team. Please contact a member of the SunTx investment team regarding potential investments by clicking here.

Q. How long does the investment decision process take?
A. SunTx will provide an initial investment evaluation within a few days of submission. A typical time frame to finalize a transaction will range between 45 and 180 days depending on the transaction complexity, seller’s needs, and third party bank financing.