CapSources

CapSources currently manages over $50 million in investable assets and an investment portfolio of more than twenty-five companies located throughout the U.S. CapSources also serves the investment banking needs of mid-market size clients located throughout the Southeast, Southwest and Western U.S. from its regional offices in Dallas, Houston, and Jackson, Mississippi. The private merchant banking firm specializes in providing corporate finance, merger and acquisition, and business consulting services to both privately-owned and publicly-held companies with annual revenues ranging from $5 million to more than $2 billion. In May 1998, CapSource Fund, LP received a Small Business Investment Company (SBIC) license from the Small Business Administration (SBA) with CapSources serving as the fund manager. In June 2001, CapSources created a second venture fund, the CapSource 2000 Fund, LP, and received from the SBA a second SBIC license. CapSources provides investments ranging from $250,000 to $1.5 million to growth stage companies. Investments are made in the form of subordinated debt with warrants for common stock. Prospective companies should have annual revenues in excess of $1 million. Investments by the Funds will be principally targeted to companies located in the Southeast, Southwest and Western U.S. The Funds will also look at co-investment opportunities with other investment funds for transactions located throughout the U.S.