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Our team is trained both internationally and locally, so they understand your needs and the environment in which you do business. 

Investing Private Equity / Venture Capital / Private Placement Memorandum


D

aniel, Russell & Charles Co., is a leading private growth equity investor. We have one of the longest records (25 years) in private capital investing, transitioning through three major long-term investment cycles. We have invested or financed over $150 million across multiple industries and created private capital funds accumulating over $25 to $500 million for commercial distressed properties in various locations across the United States. Daniel, Russell & Charles Co., invests mainly in the United States with a focus on our three sectors of expertise: outsourced services, information technology, green projects biofuel, biomass, renewable energy, and healthcare businesses. 
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We invest in expansion and growth in small and mid-size companies

We invest in expansion and growth in small and mid-size companies with established business models, high internal growth rates, and large-market leadership potential. With deep portfolio company involvement, we help companies achieve highly profitable leadership positions in large markets. Daniel, Russell & Charles Co., is typically the lead (or sole) outside investor and invests up to $30 million.

Thinking about the Future

Daniel, Russell & Charles Co., works closely with its portfolio companies in many areas including: Strategy, Recruitment, Sales, Marketing, and Corporate Development. A unique approach is key to success. We build and maintain a broad, deep, long-term domain expertise through a research and investment focus that encompasses both the private and public companies in our sectors of expertise. Relative to traditional approaches, this approach enables Daniel, Russell & Charles Co., to add unique value as an investor through:


Investing Private Capital
 Private Placement Memorandum


Business Acquisition:
DRC can provide up to 75% of the financing costs for a buyer, which equates to a seller walking away with more cash up front. We will finance up to 100% of goodwill on loans of $1MM or under, no minimum collateral value required. Loan terms are 10 years without real estate or 25 years with real estate. We consider loans from $500,000 to $100,000,000.

Partner Buyout:
DRC can provide up to 100% of financing for a partner's buyouts. This type of transaction is based on a 10-year-term for loans of $250,000 to $20,000,000 (the 25-year term that might involve real estate).

Equipment Financing:
DRC can provide 90% financing for equipment purchases for a term of 10 years. Financing is available for capital equipment that is used in the business, which excludes transactions that might otherwise involve licensed vehicles and/or rolling stock. We consider loans of $100,000 to $10,000,000.

Franchise Financing:
DRC can provide up to 75% of financing for start-up franchises or the purchase of an existing franchise business. This type of transaction has a term of 10 years (25-year-term with real estate). We consider loans of $100,000 to $20,000,000.

Professional Memberships and Affiliations

There are a number of watchdog agencies and interest groups working to ensure that our work adheres to strict industry standards. Our membership guarantees the best possible results for your business.
We're proud to be a member or consultant to the following organizations:

Business Advisor to Congress
Altanta, GA. Chamber of Commerce,
NY City Chamber of Commerce,
California Chamber of Commerce,
(SACOG) Board of Directors,
(SACTO) Sacramento Area Commerce and Trade Organization,
Sacramento Black Chamber of Commerce, Founder, President
Chief Executive Office, CEO
Million Dollar Round Table, (MDRT)
National Association for the Advancement of Colored People(NAACP),
Peolpe Reach Out, Advisory Board,
Anti Defamation League, (ADL)
Investment Advisors
Northern California United Way
California Africa American Chamber of Commerce (CAACC)
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