Investments

From investing in a company that improves the treatment of cancer patients, to a firm developing relationship management software, to a leading equipment leasing company servicing the motion picture studios, Avalon is actively investing in diverse industries. Our Mission: Make wise private equity investments in a broad range of sectors that can achieve superior risk adjusted returns.

Our current portfolio reflects early to late stage equity and debt investments in over 30 companies and holds seven board seats. Sectors invested include healthcare, media and entertainment, software and internet, advanced technology, and communications. Some current and past portfolio companies include Vizio, Fisker Automotive, TomoTherapy, Esperion, Salesforce.com, Favrille, HealthMedia, AmazingMail, and Ardesta.

Our investment criteria focuses on companies with strong management, potential for high growth, demonstrated revenue and strong margins, an industry leadership position, a replicable and scalable business model, and long-term favorable industry dynamics.

Combined with a team of talented professionals and a unique network of contacts, we deliver value that differentiates us from traditional institutions.