We were founded in 1994 to serve as the U.S. private equity and property investments correspondent for a Western European business family, whose entrepreneurial legacy dates back to 1833.
As we grew, in 1998 we became part of Lehman Brothers, helping downstream energy sector businesses access capital and strategic advice, now as part of a $280 billion global financial institution.
In 2002, backed by Defoe Fournier & Cie., we separated our business from Lehman Brothers, proceeding to opportunistically invest private equity in middle market businesses and strategically co-found or acquire significant ownership in financial firms focused on the middle market.
Our Milestones
1994: We were founded as Credit Sovereign in Atlanta, GA
1995: Our 1st recapitalization deal was serving as correspondent for Nomura Securities CMBS loan for Venture Cinema Center in Atlanta GA
1996: Our original professional partners
1997: Our first sale-leaseback transaction was the portfolio of gas stations acquired by RDOC, Inc. and Fuel Marketing, Inc. from Chevron, Shell and Phillips Petroleum.
One of our first sale-leaseback transactions was for Nanston Dental Clinics in 1997, followed by over 10 transactions and fueling their growth to over 30 locations.
During 1998 and 2002 we were part of Lehman Brother providing capital and strategic advice to downstream energy middle market businesses
2003: Our professional team
2003: Our 1st financial sector transactions were sale-leaseback facilities which helped RBC Centura Bank scale and grow its branches throughout 5 U.S. states.
2004: We establish presence in New York City, at 48 Wall Street. Photo: Helmsley Spear.
2006: Our first industrial sector strategic recapitalization and PE investment deal was the acquisition of QFI, Inc. and Excel Metals to form QXL Metals.
2006: Our private equity investment team
2006: Our team members with Congressman Tim Murphy (R, District 18) on the floor of QXL Metals in Pittsburgh.
2007: We participate in the formation of Adriatic Capital Partners d.o.o. in Zagreb, Croatia
2007: Our Research & Analytics Desk team
2015: We participate in the formation of Redmount Capital Partners in Newport Beach, CA
2018: We participate in the formation of Epic Hospitality Partners LLC in New Orleans, LA.
2020: We obtain significant ownership Dimension CJSC, a capital markets player in frontier CEE
2022: We participate in the formation of Redmount Mergers & Acquisitions in Newport Beach, CA