Creating a More Efficient Middle-Market Deal Landscape

Why we Exist

CapHub’s mission is to streamline the
highly fragmented middle-market deal landscape.

CapHub's technology-enabled services and its platform - "the Hub" - convene
middle-market deal professionals to streamline the process of managing pre- and post-transaction processes.

Transaction Sponsors

We leverage our industry expertise, robust network of relationships, and proprietary technology to deliver the financial and intellectual capital the Transaction Sponsor needs to efficiently and effectively
close deals.

Capital Providers

Through a highly selective process, we present curated and actionable investment opportunities to our network of Capital Providers that match their investment criteria.

Service Providers

We connect highly curated and vetted Service Providers with Transaction Sponsors to accelerate the delivery of critical services in closing deals and managing investee companies
after the close.

WHO WE ARE

CapHub’s founders have over 100 years of experience...

• As deal professionals: private-equity investors, private-credit investors, junior-capital providers, independent sponsors, and advisors,

• As entrepreneurs in the deal world and fintech space, and

• As executives, board members, and business leaders

Our experience and relationships are supplemented by a team of professionals with complementary skill sets, experience, and relationships

WhoM we help

Our Services

We work with Transaction Sponsors, including independent sponsors, private-equity firms, junior-capital investment firms, family offices, and family- and entrepreneur-owned businesses. We help them:

Raise debt and equity capital for their investee companies,

Find the right human capital (in the role of operating partners, independent directors, advisors, and consultants) that can drive strategic change and operational improvements in their companies, and

Reduce many of their pain points in pursuing transactions and operating their organizations

For each capital-advisory mandate, CapHub curates the right categories of investors to target based on the circumstances of that specific situation. Our relationships with Capital Providers span the middle market, and we deploy a systematic, technology-enabled process to deliver capital solutions. CapHub connects Transaction Sponsors with various types of Capital Providers, each with their own types of capital solutions. Examples include:

Family offices

Endowments, pension funds, insurance companies, and other institutional investors

Private-equity firms

Mezzanine, structured-equity, and junior-capital investors

Bank and non-bank lenders

SBIC funds

The middle-market is highly dynamic and is a major growth driver of the U.S. economy, yet it is a highly fragmented ecosystem comprising tens of thousands of companies. CapHub gives Capital Providers access to actionable and curated investment opportunities matching their investment preferences. Our platform helps organize due diligence and streamline how information and documents are stored and shared.

Given the large number of companies, Transaction Sponsors, and intermediaries, many service providers find it a challenging ecosystem to cover. CapHub helps Service Providers get involved when their specific expertise is relevant and valuable to the various stakeholders.

HOW we help

Engagement Types

Sample capital-advisory engagements

Helping independent sponsors raise equity and debt capital to fund a platform transaction

Helping private-equity firms and family-office business owners attract co-invest equity capital to complete a large transaction

Helping private-equity firms and entrepreneur- and family-owned businesses find, structure, and negotiate debt capital from banks and/or non-bank lenders to effect refinancings, recapitalizations, acquisitions, or growth

Sample human-capital engagements

Helping Transaction Sponsors find industry executives who can can act as operating partners, helping with targeted due diligence and driving operational improvements

Selectively helping Transaction Sponsors find industry executives and service providers whose expertise aligns with the needs of the given situation

WHY THE MIDDLE-MARKET

The middle-market is highly dynamic and is a major growth driver of the U.S. economy, yet it is a highly fragmented ecosystem

It includes tens of thousands of companies; thousands of business owners (including professional investors such as private-equity firms, family offices, and independent sponsors, as well as entrepreneurs and families); thousands of Capital Providers (including bank and non-bank lenders, family offices, private-equity investors, and other institutional investors); and numerous providers of human capital (including advisors, consultants, and independent directors) who can actually help those companies.
‍
This fragmentation can create significant opportunities for astute investors, and CapHub can help turn those opportunities into reality.

OUR VALUES

Core Values That Guide Our Actions

Striving for excellence

Acting with integrity

Helping others succeed

Communicating honestly, directly, and openly

Having fun

TEAM

Meet Our Leadership Team

CapHub’s founders have personally felt the impact of inefficiencies in the middle-market deal ecosystem and founded CapHub to address these pain points.

We are creating a more efficient middle market by helping participants raise the capital necessary to complete their transactions, attract the right human capital to a given situation to help improve the investee company, and reduce many of the pain points of doing so. And our goal is to do all this while also bringing to bear a technology perspective that helps create efficiencies for everyone involved.

Eric Rogoff

Eric is a co-founder of CapHub. He has 30 years of experience as an entrepreneur, investor, and advisor to companies. Previously, Eric was a founding partner of Falcon Investment Advisors, a private-credit and structed-equity investment firm. He helped lead the firm from its founding to its sale to a public company 20+ years later. During this time, Falcon grew from six employees to 50+ and invested over $5 billion across multiple niche private-capital investment strategies. Eric was a member of the investment committee for all the firm’s investment strategies, including direct lending, mezzanine capital, and structured equity; Portfolio Manager of the firm’s direct-lending strategy; and Chief Executive Officer and Chairperson of the Board of Trustees of the Onex Falcon BDC Fund. Prior to Falcon, Eric was a private-equity investor and investment banker.

Kyun Park

Kyun is a co-founder of CapHub. He has 25 years of experience as an independent sponsor, entrepreneur, investor, and advisor to companies. Kyun is the founder and Managing Partner of Aperion Management, an independent sponsor firm, which has executed more than ten platform investments and numerous add-on acquisitions. Prior to Aperion, he was a Vice President at Caxton-Iseman Capital, a private-equity firm. Earlier in his career, Kyun was a Director in the Financial Sponsors Group at UBS where he was involved in structuring and executing bank, high-yield, bridge, and mezzanine financing for financial sponsor clients. He began his career at Deutsche Bank Securities.

Whit Williams

Whit is a co-founder of CapHub. He has 25 years of experience as an entrepreneur, investor, and advisor to companies. Whit is also the Managing Member of Argel Capital. Previously, he was a Co-Managing Partner of Atlantic Street Capital, a middle-market private equity firm, where he was a member of the firm’s Investment Committee. Prior to Atlantic Street Capital, he was a founding partner at PennantPark, a private-credit firm that deployed over $11 billion of capital during his tenure. Earlier in his career, he was a Managing Director at UBS Investment Bank.

Leslie Cedar

Leslie serves as the President of CapHub. She has over 27 years of business management experience across a variety of industries and roles. In her prior two roles, Leslie served as an Operating Partner supporting both a private equity independent sponsor and a funded firm. At Courseview Capital and Atlantic Street Capital, she worked closely with the investment teams and with portfolio companies to drive professionalization initiates, growth initiatives, and integrations.Prior to her role at Atlantic Street, Leslie served as the CEO and Executive Director of the Texas Exes, the 501c3 non-profit alumni association for the University of Texas at Austin and successfully delivered year over year increases in revenue, donations, memberships, business development relationships and disciplined business practices. Prior to the Texas Exes, Leslie led the go-to-market commercial operations functions at Ketera Technologies, a supply chain software-as-a-service tech firm. She participated in a successful private buy-out of the company.

Caleb Hsieh

Caleb is the Managing Director and Head of Transactions at CapHub. He has over two decades of experience in credit investing and investment banking. Most recently, Caleb served as Managing Director for Lafayette Square, a private-credit investment firm. Before Lafayette Square, Caleb spent nearly a decade with Macquarie Group, where he was a Managing Director in the firm’s credit-investing Credit Markets Division and a Managing Director in the firm’s Leveraged Finance Group and Financial Sponsors Group. Caleb started his career at JP Morgan and has also worked at UBS and Banc of America. Throughout his career, Caleb has completed over 80 lead transactions, representing over $55 billion in capital across several industry verticals and spanning the entire middle market.

Filip Kowalewski

Filip serves as Vice President of CapHub. He has spent his career in the middle-market and lower-middle-market deal landscape in various investment-banking, business-development and operational roles. Prior to CapHub, he was a Vice President at Equiteq (and its spin-off firm, Artemis Origination), a boutique investment bank focused on buy-side and sell-side M&A in the IT Services and Management Consulting sectors. Prior to Equiteq, Filip worked at Third Bridge, a subscription research and expert-network firm where he led a business unit dedicated to serving private-equity and venture-capital clients.

Leveraging our expertise and relationships to help you navigate the middle-market.

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Streamlining The Middle-Market Deal Landscape