FIRM BROCHURE

Coolpoint Capital

Providing flexible capital and strategic solutions as the trusted partner of entrepreneurs and business owners

Our Story

Coolpoint Capital was founded in 2016 to advise entrepreneurs and business owners and invest in growth oriented lower-middle market companies throughout the U.S.

Coolpoint Capital blends a unique model of strong, hands-on operational experience matched with a deep understanding of credit and capital markets.

Coolpoint Capital seeks to be the preferred partner of entrepreneurs, founders and business owners seeking growth to create long-term value and to realize their financial goals.

Our size and experience allow Coolpoint Capital to create flexible investment strategies to partner with and support growth-minded entrepreneurs and business owners.  We are able to provide growth capital as long- or short-term investments in both control and non-control situations.

Ultimately, we invest in people and seek entrepreneurs and management teams that share our value to partner in building long-term trusted relationships while pursuing growth with a shared set of goals.

Leadership

Brandon Annett

Founder and President

Mr. Annett’s unique experience as a hands-on operator and CEO coupled with his deep credit and capital markets expertise provide a unique skill set as a partner and trusted advisor to entrepreneurs, business owners and management teams in lower-middle market companies.  Most recently, Mr. Annett served as CEO of InterCool USA, a leading industrial refrigeration service provider and contractor.  During his time at InterCool, Mr. Annett served as operations manager and led the company through two successful acquisitions.  Prior to that, Mr. Annett’s 20-year career in banking and capital markets included leadership positions in advisory and capital raising at Texas Capital Bank, BBVA, Wachovia and Bank of America.  Mr. Annett earned a B.B.A. in finance from Texas Tech University.

Investment Strategy

Our Focus

  • Management buyouts
  • Recapitalizations
  • Growth capital
  • Shareholder liquidity events
  • Select turnaround and distressed

Investment Criteria

  • Revenue between $5 – $50 million
  • EBITDA between $1 – $10 million
  • EBITDA margins > 10%
  • Industries: Business Services, SaaS-based Software, Distribution & Logistics, Consumer, Light Manufacturing, Real Estate
  • Investment Mandate: Flexible investment strategy to address a variety of capital needs, including non-control and control equity (and select debt) investment opportunities.
  • Investment Size: $2 – $25 million

Company Attributes

  • Strong management teams with a growth mindset
  • Proven track record and historical financial performance
  • Inherent competitive advantages
  • Attractive industry dynamics with strong fundamentals
  • Executable business plan

Investment Strategy

Coolpoint Capital employs a flexible investment strategy to address a variety of capital needs, including non-control and control equity (and select debt) investment opportunities. 

Our preferred industries include Business Services, SaaS-based Software, Distribution & Logistics, Consumer, Light Manufacturing, Specialty Finance, and Real Estate.

Our Focus
  • Management buyouts

  • Recapitalizations

  • Growth capital

  • Shareholder liquidity events

  • Select turnaround and distressed

Investment Criteria
  • Revenue between $5 – $50 million

  • EBITDA between $1 – $10 million

  • EBITDA margins > 10%

  • Investment Size: $2 – $25 million

Company Attributes
  • Strong management teams with a growth mindset

  • Proven track record and historical financial performance

  • Inherent competitive advantages

  • Attractive industry dynamics with strong fundamentals

  • Executable business plan

Contact Us

info@coolpointcapital.com

(214) 799-0945

info@coolpointcapital.com

(214) 799-0945

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