FI  Hersh Family Investments

http://hershfi.com/





     Office Locations:

The Towers at Williams Square East
5221 North O'Connor Blvd. Suite 1200
Irving, TX 75039
Phone: 972-432-3800
Fax: 972-432-3801

 

Stages:

  • Middle Market


 

Industries:

  • Consumer Products & Services
  • Education & Training
  • Energy & Clean Tech
  • Financial Services
  • Life Sciences & Healthcare

  •  

    Description:

    Hersh Family Investments exists to enhance the financial, civic and philanthropic interests of the Kenneth A. Hersh family. Through Hersh Investment Partners, NLM Capital Partners, and a number of related entities, HFI invests the family's capital in businesses with exceptional management teams and the potential to create substantial long-term value. NLM Capital Partners was formed in 2004 to invest in select middle market private equity opportunities. NLM targets profitable businesses with a track record of increasing their intrinsic value over time. The firm prefers businesses with a sustainable franchise and substantial growth opportunities. Over the last 20 years, NLM's team has committed over $3.5 billion to 157 companies in a variety of industries. NLM primarily invests the personal capital of its limited partners and managers. This approach allows the firm to take a long-term, value-oriented perspective. NLM closed its second fund, NLM Capital Partners II, LP in May, 2007 with total commitments of $55,000,000, bringing total capital under management to nearly $100,000,000. Every original investor from NLM's first fund recommitted to the new fund. The firm's target transaction size is $15-$150 million with equity investments between $3-$30 million. Generally, NLM will not pursue an investment in any entity or business whose success depends on the widespread acceptance of new or novel technology; that has limited operating revenues; or that is engaged in direct retail activity, the restaurant business, or any oil or natural gas related business.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    James Collet Managing Director
    Kenneth A. Hersh Chairman
    Lauren Minch Director of Finance
    Randy Chappel President

     

    Portfolio companies include:


      Avadyne Health
        web link


      Benchmark Revenue Management
        web link


      Greenstone Resource Partners
        web link


      H&R Accounts
        web link


      Highlands Bancshares
        web link


      Miller Drilling
        web link


      Millmark Education
        web link


      Sapling Learning
        web link


      SUNRx
        web link


     

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