Kugman Partners will invest in select scenarios, including stressed and distressed assets, undermanaged portfolio companies, and corporate carveouts. We also seek opportunities for friendly investment in stable or transitional family businesses. We can provide the capitalization and strategy to facilitate the achievement of specific goals, such as restructuring, expansion, or continuity of business. Our vast advisory experience allows us to explore prospects across virtually any industry.

Kugman Partners is positioned to invest in the following situations:

  • Purchase of loans and secured positions in distressed assets
  • Purchase of distressed assets – going concerns and liquidations
  • Non-strategic purchaser of assets
    • Orphaned subsidiaries of parent companies
    • Non-core divisions of parent companies
    • Companies without succession strategy
  • Friendly purchaser of family businesses
  • Revenues between $5-75 million
  • EBITDA up to $5 million – including companies at break-even and loss positions