Fort Ashford Funds is a private equity firm that focuses exclusively on insurance and risk-related business. We provide the keys to unlock the potential of promising but challenged businesses. We deliver whatever capable businesses need to achieve their goals – capital, insight, expertise, and commitment.
Capital
Through our own investment fund, Fort Ashford provides loans and investments to a wide range of small and medium insurance and risk-related businesses. We lend on fixed assets, accounts receivable, inventory, raw materials, and real estate, specializing in transactions between $500,000 and $5 million. Offerings include:
- Operating cash
- Funding for merger/buyouts
- Debt consolidation
- Turnaround financing
- Assistance in finding additional sources of capital
Fort Ashford also takes concentrated portfolio positions to assist companies as they grow. Specifically, we offer opportunities in the following areas:
- Capital buyouts
- Partnership/Dissolution buyouts
- Immediate secured bridge capital in companies positioned for growth
Insight
Business owners and managers often believe every opportunity should be pursued. As a result, they waste valuable time and resources chasing opportunities that have low or no profit potential. At Fort Ashford Funds, we systematically analyze businesses based on five crucial areas we refer to as the Five M’s:
- Market: A proven product or service that addresses the needs of a sizeable market.
- Margin: A demonstrated ability to deliver the product or service and sell it at a margin that enables short- and long-term success.
- Methods: Verifiable systems and procedures in place to consistently deliver high-quality products or services to market in a timely and efficient manner.
- Management: Competent owners and managers who operate according to a philosophy that fosters stability; develop, implement, and oversee effective methods; develop reasonable and accurate market predictions based on fact rather than opinion; and say “no” to opportunities that the business is ill-suited or ill-prepared to pursue.
- Mental Health: A demonstrated ability to maintain focus and stability through setbacks and success.
Expertise
Fort Ashford Funds is staffed by professionals who have a solid track record for creating value in businesses both private and public. We have built our own private Inc. 500 companies, established and taken companies public, worked in senior management at Fortune 500 companies, and financed dozens of small public and private companies. Our professionals provide you with expertise to transform your business into a major player in your market. We offer:
- Guidance to assist in identifying the most profitable opportunities and retooling your business to successfully pursue those opportunities
- Coaching to re-invigorate your business and adjust your business plan
- Experience gathered from assisting other client-partners achieve their business-related goals
- Expertise in capital markets to enable you to secure the financing to fuel your success
Learn more about our team here.
Commitment
Fort Ashford has no clients. We have portfolio companies with whom we work side-by-side to achieve mutual success. We invest our own capital, so we have a vested interest in seeing your business succeed and providing you with what you need to achieve and maintain productivity and profitability. You retain your role of decision maker, but you now have a staff of advisors you can rely on to provide the information and insight required to make the best decisions for your business.
