Fort Ashford Funds is a private equity firm that focuses on insurance and risk-related business. We provide the keys to unlock the potential of promising businesses. We deliver whatever capable businesses need to achieve their goals – capital, insight, expertise, and commitment.

Capital

Through our own  fund, Fort Ashford provides loans and investments to a wide range of small and medium insurance and risk-related businesses. We lend on  assets, accounts receivable, inventory, and real estate, specializing in transactions between $500,000 and $5 million. Offerings include:

  • Operating cash
  • Funding for merger/buyouts
  • Debt consolidation

  • Assistance in finding additional sources of capital

Fort Ashford also  assists 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 crucial areas we refer to as the Four 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.      Learn more about our team here.

Commitment

Fort Ashford has no clients. We have  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 as 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.

Portfolio Companies & Investments

Click any logo below to learn about our Current Portfolio Companies:



Click any logo below to learn about our Former Portfolio Companies:

Testimonials

“One cannot always schedule opportunities or problems. When we had an urgent need for capital, Fort Ashford’s response was timely and they were able to solve our problem.”

–Gordon McGilton, CEO (2005-2008), Force Protection, Inc.

“After Parkview Community Hospital’s bankruptcy plan was confirmed, we were having a very difficult time finding financing to restructure. All the companies we contacted said no to us and offered no assistance with other options. When we were put in touch with Fort Ashford, we were very pleased, as they came through quickly with just what was needed. They are a company does what it says it will do, does it when it says it will do it and follows through to provide help beyond what it committed to provide. We have developed a partnership with Fort Ashford through our relationship with them and are now well on our way to building a successful hospital.”

–Patricia Lepe, Chief Financial Officer, Parkview Community Hospital