

Symphony’s focus is on the smaller, pre-institutional market where a company has a need for capital, yet is too small to have accessed traditional later-stage institutional capital
Symphony has the experience to quickly identify interesting opportunities, simplify complexity, and decide if Symphony can help provide a capital solution
Symphony will invest where its not “just capital” – rather, it’s capital plus some value that Symphony can provide to the situation at hand
In almost all cases, Symphony will work to fill the capital need by connecting with other aligned investors
Work with Symphony

Transaction Types
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Minority or control investment, in conjunction with other like-minded investors
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Structured capital: debt, preferred and common equity, specific to the situation
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Capital for strategic business development
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Capital for generational transition, shareholder liquidity

Investment Criteria
Southeast region domicile
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Niche competitive position
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Opportunity to step-scale growth
Sectors of Interest​​
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Consumer-facing
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Value-added distribution
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Services for hire
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Income-producing real estate
Investment size
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$500K to $5M total capital need
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Symphony will generally invest$50k - $500k
The "No's"
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Deep cyclicals
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Regulatory-ridden
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Government-dependent
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Emerging high tech

Contact Symphony
Gregg Smart
917-623-8355

For any general inquiries, please fill in our contact form