INVESTING TO BUILD
UNCONQUERABLE
WEALTH
COMPANY OVERVIEW
Invictus Wealth Group is a hybrid Private Equity Venture Capital Firm with a focus on investing in lower to middle market businesses that are minority owned, income driven, with a presence in the Southeast. As a value-added partner with deep operating expertise over multiple markets. Invictus is a management-driven firm with over 50 years of experience across diverse sectors that bring direct value to its portfolio companies. As an active investor, we have leveraged our experience of owning businesses across a variety of disciplines and economic and political cycles, to maximize value post-investment and generate superior returns.
OUR FIVE PILLARS
1. Our investors are our number one priority, we believe in preserving the investor capital while generating risk-adjusted returns.
2. We strive to ensure the historically underrepresented, underestimated, and underserved communities have access to quality goods, services, resources, and opportunities.
3. We seek to utilize our resources to build the entrepreneurial ecosystem strengthening the underserved areas of the Southeast.
4. We believe in leveraging our network and business acumen to provide sound operational expertise to our portfolio companies.
5. We believe truly great companies are not defined by a potential billion dollar exit, but by their ability to generate income, grow, and impact the communities they serve.
OUR INVESTMENT STRATEGY
"The Focused Five"
REGION FOCUSED
We are a Mississippi Based Firm with passion and focus on investing in opportunities in the southeastern region of the U.S.
INCOME FOCUSED
We believe a company does not need a Billion Dollar Valuation to be a great company. Our fund is focused on what matters most, Cash Flow and the growth of it.
OPERATION FOCUSED
As a team of entrepreneurs, we bring a unique advantage to companies with our operational experience collectively spanning 30 plus years.
MINORITY FOCUSED
We believe a focus on Minority allows us to see deal flow that has been underrated and overlooked by typical private equity and venture capital firms.
INVESTOR FOCUSED
We believe that our investors are most important in what we do. With that being said, our number one goal is to protect investor capital through a risk-adjusted approach that yields an above market return.
INVESTMENT CRITERIA
Revenue: At least $250K
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EBITDA: At least $100K
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Industries: Healthcare, Agriculture, Technology, Energy, Real Estate, Manufacturing, Consumer Products
Investment Size: $50K - $5M (Avg. $250K)
Funding Type: Equity, Mezzanine Debt
Purpose: Acquisitions, Growth, Recapitalization, Refinancing, Market/Product Expansion
Company Characteristics: Southeastern Based, Minority Lead or Service Minorities, Strong management, diversified revenues, history of profitability, acquisition or organic growth opportunities
RISK-ADJUSTED APPROACH
CONTACT US
FOR INQUIRIES
OR INVESTMENT
MAILING ADDRESS
P. O. BOX 1351, Ridgeland, MS 39158
EMAIL ADDRESS
invictuswealthgroup.com
PHONE NUMBER
601.946.2020
