Our Investment Model

Our investment partners are active in Alerion transactions on a case specific basis. These partners start with our network of private individuals and extend to institutional partners as appropriate to the scale and particulars of a given transaction.

PRIVATE INVESTORS

Alerion maintains a network of private high net worth individuals who participate in our transactions. These individuals are successful entrepreneurs and business people who have interest in technology and technology enabled companies. They may have an affinity for particular investments we make or have related experience. They are principally passive investors but may provide an additional extension of experience or advice specific to a particular firm in the portfolio or related to that firm’s industry.

FINANCIAL

These partners include traditional bank lending institutions providing lines of credit and senior debt facilities. These partners also include mezzanine debt providers, whose lower priority debt incorporates equity based options. Financial partners may provide one or more components for the capital structure of a given transaction. Participation by financial partners is on a case by case basis in order to provide the optimal cost of capital structure reflecting the unique circumstances of a specific transaction.

INSTITUTIONAL

These partners include funds of institutions and other types of institutional wealth sources. Institutional partners generally seek to diversify their investment portfolios to include technology and co-invest with Alerion providing expertise in the industry segment and technology area for the case specific investment.