Investment Strategy

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XMF Capital provides flexible capital with a focus on acquiring middle market businesses with strong management teams and attractive growth prospects. Through a combination of personal capital and long-standing relationships with investors, XMF Capital is aggressively building a portfolio of control equity deals within the lower middle market.

Growth & Acquisition Financings

Investing capital to support continued growth and strategic initiatives, which may include rolling out new sites, extending product lines, and acquiring complementary businesses or expanding geographic coverage.

Management & Sponsored Buyouts

Partnering with experienced equity sponsors and management teams to capitalize on management or leveraged buyout investment opportunities.

Recapitalizations & Refinancing

Enabling owners, both financial investors and entrepreneurs, to realize significant proceeds without the need for a full or partial sale of a business. This may facilitate shareholder liquidity or succession and estate planning.

XMF Capital has long-standing relationships with proven operators and, unlike many other private equity investors, we also aim to support owners and current management teams that are willing to roll equity into the deal and remain active in the business.

“We don’t make predictions based on macroeconomic conditions, rather we assess the long-term potential for return by examining each company individually from the ground up.”

Kyle Macleod
Founder, Managing Director

Risk Averse, Value Investors
We Arbitrage (Alpha) Generation Through:

Incentive
Alignment

Inefficient
Market Niches

Active
Portfolio Management

Value Add
Strategies

We structure equity participation to align XMF Capital, limited partners, and mgmt. and create opportunities for sizable capital gains on equity upon exit.

We target highly inefficient market niches in misunderstood, complex, out-of-favor and contrarian opportunities across the lower-middle market.

We proactively monitor and manage company performance until exit.

Optimizing systems and processes.
Developing strategic plans.
Accelerating internal and external company growth.
Diversifying family wealth and providing shareholder liquidity.
Facilitating leadership succession.
Creating tax advantages through financial structuring.
Providing access to high-level networks and best practices.

Risk Adverse, Value Investors
We Arbitrage (Alpha) Generation Through: