Project Description

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Transaction
– gen-E Holdings, LLC (“gen-E” or the “Company”) provides leading advanced analytics and service assurance software for monitoring and resolving network performance
– Envisage acted as placement agent on an investment by St. Cloud Capital, a Los Angeles, California based private investment firm that provides growth capital to the lower middle market

Issues
– gen-E is transforming from a value-added reseller to a recurring revenue business model
– Limited stand-alone operational history as Company was recently carved out from a larger company
– Compressed deal timeline

Solution
– Through a targeted process, Envisage identified a universe of potential investors which understood the industry, the recurring revenue operating model and could close a transaction expeditiously
– Took a significant role in managing and resolving due diligence issues
– Worked with stakeholders to create deal structure that provided Company with flexibility to achieve growth targets
– Successfully structured and negotiated the transaction within compressed timeframe