Investors and advisors must manage two separate pipelines. What are they? Ben Harrison explains.
Route 2 Capital Partners (“R2CP”), a South Carolina-based private investment firm, selects DealCloud. R2CP recently announced the initial closing of Route 2 Capital Partners SBIC, L.P. and is actively pursuing junior capital investments across the southern U.S. R2CP was founded in 2017 by a senior team of investment professionals and is led by Scott Kester, Patrick Weston, Jay White, and Spalding White. R2CP provides $3 – $15 million of flexible mezzanine and equity financing to lower middle market operating companies. “We have received tremendous support from our base of Limited Partners and now seek to provide flexible junior capital to the underserved lower middle market in the South. We look forward to leveraging our relationships and experience to partner with strong management teams in our footprint. DealCloud’s customization has helped us to sync our Investor Relations and Business Development efforts, and we have taken advantage of DealCloud’s reporting capabilities and APIs,” explains Patrick Weston of R2CP.
Investment banking firm Cassel Salpeter & Co. has selected DealCloud as part of its ongoing commitment to leverage the latest technologies to support its work in mergers and acquisitions, capital raising, and valuations. Together, Cassel Salpeter & Co.’s professionals have more than 50 years of experience providing private and public companies with a broad spectrum of investment banking and financial advisory services. “We take pride in utilizing the industry’s most advanced resources as we fulfill our mission of providing the superior, results-focused services that clients need to achieve their goals,” President Scott Salpeter says. “Being personally involved at every stage of all engagements, our firm’s senior partners have forged relationships and completed hundreds of transactions and assignments nationwide. We attribute our success over the years in great measure to equipping our team with the industry’s best resources.”