Family Office Fundamentals

SBIC Venture Debt: Escalate Capital

Episode Summary

In this episode of Family Office Fundamentals, we're joined by Tony Schell, a founding partner at Escalate Capital Partners, a distinguished SBIC private credit and growth equity investment firm specializing in rapidly growing later-stage companies across various sectors. With over $1.1 billion in invested capital, Escalate offers tailored financial solutions to fuel the growth of its portfolio companies. Tony Schell brings extensive experience in portfolio management and fund oversight to the discussion, offering insights into Escalate's strategic approach and the dynamics of private credit and growth equity investments. Join us as we explore the intricate world of entrepreneurial finance and uncover valuable perspectives on investment strategies and portfolio management.

Episode Notes

• Escalate Capital Partners specializes in providing senior debt, structured financing, and growth equity to rapidly growing later-stage companies in technology, software, services, and healthcare sectors.
• Tony Schell, a founding partner at Escalate, brings a wealth of experience from his tenure at Comerica Bank and its predecessor, Imperial Bank, where he managed the Technology and Life Sciences division.
• Tony's background in corporate finance at The Sabre Group and Coopers & Lybrand, as well as commercial lending roles at MBank Dallas and First Gibraltar Bank, informs his expertise in portfolio management and fund oversight.
• Escalate's investment approach focuses on providing enduring and stable capital tailored to each company's unique needs, minimizing dilution to management and equity holders.
• With over 100 years of combined investment experience and a track record of investing in over 500 companies, Escalate represents a strategic partner for businesses seeking capital to accelerate growth.
• This episode offers actionable insights for investors, entrepreneurs, and family office professionals, shedding light on the evolving landscape of private credit and growth equity investing.