Company Overview of Aequitas Capital Management, Inc.
Aequitas Capital Management, Inc. is a private equity firm specializing in investments in middle market companies. The firm typically makes investments in the form of project finance, secured short term fixed income, secure debt, subordinated debt, mezzanine finance, term and bridge loans, equity, working capital lines of credit, equipment financing and leasing, commercial real estate financing, government and municipal financing, refinancing, sale and lease back, working capital, tax advantaged financing, and growth capital in small to mid-sized companies. It primarily invests in healthcare, education financing, consumer services, manufacturing, services, and energy sectors. In healthcare s...
5300 Meadows Road
Lake Oswego, OR 97035
Founded in 1993
Key Executives for Aequitas Capital Management, Inc.
Chief Executive Officer and Chairman of Investment Committee
Senior Vice President of Finance
Executive Vice President and Chief Operating Officer
Executive Vice President and Chief Compliance Officer
Compensation as of Fiscal Year 2012.
Aequitas Capital Management, Inc. Key Developments
Western Property Holdings LLC Expands to Include a 'Breach of Fiduciary Duty' Claim in a lawsuit against Aequitas Capital Management, Inc
Mar 22 13
A lawsuit against Aequitas Capital Management Inc. has expanded to include a "breach of fiduciary duty" claim, an allegation that the firm didn't act in the best interests of its investors. In November, Western Property Holdings LLC sued Aequitas Capital Management Inc. over a sour business deal. The lawsuit expanded to the new allegation. Western Holdings alleges that Aequitas breached its fiduciary duty by subsequently blocking a $1.6 million deal to sell Vivato's collateral, which included patent and intellectual property rights. The deal would have paid back the $1 million loan in full. Western Holdings alleges Aequitas blocked the $1.6 million deal because it was acting on behalf of a group of creditors of Catcher, which had an investment banking relationship with Aequitas.
Aequitas Capital Management, Inc. Appoints Steve Hedberg as Chief Operating Officer
Feb 21 13
Aequitas Capital Management, Inc. named Perkins Coie attorney Steve Hedberg as its chief operating officer. Hedberg will oversee business operations for Aequitas, including legal, human resources, information technology, administration, facilities, marketing and fund operations. Hedberg was previously a partner at the law firm Perkins Coie LLP. He worked at the firm for 20 years. He was also previously a partner at Miller Nash.
American Student Financial Group Inc. Files Federal Lawsuit Against Aequitas Capital Management, Inc
Feb 1 13
American Student Financial Group Inc. has filed a federal lawsuit against Aequitas Capital Management Inc. which alleges the investment firm double-crossed it on a deal to buy millions of dollars in student loans. American Student Financial Group Inc. (ASFG) also alleges Aequitas continues to use its name to generate new business and purchase loans, even though no business relationship exists between the two companies. It seeks $1.56 million in unpaid commission fees as well as a court order to stop Aequitas from doing business using the ASFG name and business strategies. It will seek additional damages at trial, including punitive damages. An Aequitas executive called the suit a "contractual dispute" that should be resolved quickly. Aequitas has until next week to formally respond to the lawsuit, filed in U.S. District Court in the Southern District of California on Nov. 28.
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