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" It's more than just money, its having your business mapped out and being in control of your own destiny with an established infrastructure "

 

Mogul Equities, LP. is made up of a solidified investment team with a decade of financial expertise and resources to structure diversified allocations of equities across portfolios, majority of the principal thereof is secured, stabilized and designed to yield above average dividends. These portfolio calls are used as a source of short term senior debt as execution financing for the M&A of income producing real estate at a discount with anticipated upside in equity and cash flows. The refinancing of real estate enables the repayment on senior debt notes whereas any cash flow derived from our real estate assets are allocated to in house management, maintenance, other expense liabilities, not limited to further procure financing for additional SPVs and investment opportunities.
 

Generally, investments made from any surplus of cash flow fall into the focus of four criteria’s: Seed/ Early Stage Equity; Expansion/ Mezzanine Debt; Management Buyouts; Securities and Distressed Assets, ETF's, Equities/ Securities and Real Estate. In addition to providing capital, Mogul Equities, LP. supports management teams with strategic planning, market evaluation, financial analysis, accounting principals, guidance on proper board governance and exit planning and execution.

 

Mogul, Inc. has an extensive amount of profitable, micro managed funds and operating businesses in house, viable, family oriented and operated as owner operators. Mogul Equities, LP. typically invests into 20 companies per year where it owns majority voting stock in each business.

Investment
Strategies

Tree of Life | Mogul Equities

Through our middle market direct lending business, we provide cash-flow based financing solutions for the middle market private equity community in North America. Mogul Equities flexible product suite allows for tailored financing solutions for leveraged buyouts, recapitalizations, add-on acquisitions, growth capital, and other situations for companies that typically have EBITDA between $3 million and $50 million, with a focus on companies with less than $25 million of EBITDA. The group focuses on senior secured loans with a concentration in first liens with a loan-to-value target of 40% to 55%, although opportunistic investments may include second liens, asset-backed securities, unitranche loans, and mezzanine loans, likely in conjunction with providing more senior financing in the same transaction.

Middle Market
Direct Landing

Direct loans and other private solutions can be executed with greater speed and price certainty as compared to traditional financing markets.

Issuers can negotiate bilaterally with one or a handful of lenders.

Private credit can provide structurally sophisticated solutions that are distinct from those offered in the broadly syndicated market.

Corporate
Credit

Private Equity pioneered the value-added approach to private equity investing. We were among the first private equity firms to establish a dedicated global portfolio group staffed with operating and strategy professionals who partner with management teams. Our portfolio group, in conjunction with our investment professionals – most of whom come from strategic consulting backgrounds, form a collaborative team that enables us to create lasting impact for our portfolio companies and helps them reach their full potential.

Private Equity

Mogul Equities focuses on generating attractive returns for its investment partners. Our entrepreneurial team pursues opportunities to develop, own and operate industrial, office and multi-use projects in top tier submarkets across the U.S. Mogul Real Estate, a subsidiary to Mogul Inc., part of our family of funds working in coherent to Mogul Equities strategies and underlying focus is a full-service industrial real estate company offering brokerage, investment, development & property management.

Real Estate

Our approach

We believe that under certain circumstances distressed VC-backed startups and real estate can be a great investment. This is when we enter and

  • buy out incumbent shareholders to acquire a majority stake of the startup,

  • recapitalize the venture to have a solid financial foundation,

  • and restructure it to build a profitable SME with long-term prospects.

Hence, we are a secondary distressed venture capital investor and combine the best performing investment strategies of the last two decades. Just like in Private Equity, a core part of our work is a strategy adjustment and heavy operational involvement while traditional VCs act more like mentors.

Distress Capital
Investment

A strategic partnership is a relationship between two commercial enterprises, usually formalized by one or more business contracts.

A strategic business partnership is a long-term business relationship focused on creating joint value for two or more organizations. The more value created by the partnership, the more strategic it is.

A strategic business partnership is not a business relationship that looks to exchange or extract value for your business from the other organization.

A small business, for example, might partner with an industry-specific organization or association in order to reach a specific target market. Access to that member base allows the small business to promote its products or services and show its relevance to that audience.

Another example is partnering with an organization or association so your business can share high-value thought leadership content with its audience or network to further establish your authority and expertise in your market niche.

Strategic
Partnerships

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