Capital Opportunities for Small Businesses - sbtdc

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C A P I T A L O P P O R T U N I T I E S F O R SMA L L B U S I N E S S E S These limits are even higher for SBICs that are licensed after October 1, 2009 that certify that at least 50 percent of their investments will be made in small businesses located in low-income areas, up to $175 million for single licensees and up to $250 million for jointly controlled multiple licensees. The SBA publishes a regularly updated directory of all current SBIC licensees. The amount of each SBIC’s private capital and amount of government leverage it has received are listed, as well as information on each SBIC’s type of ownership and investment policy. The SBA does not require SBICs to make investments in the state where they are licensed. A current list of SBICs operating in NC may be found through the SBA’s North Carolina District Office website at www.sba.gov/content/sbicdirectory#North Carolina, or by calling 800.827.5722. SBIC Standards and guidelines may be found at: www.sba.gov/aboutsba/sbaprograms/inv/forsbic/index.html. SBIC Licensees Located in North Carolina on May 14, 2013 BB&T Capital Partners II, LLC David Townsend, Managing Partner 101 N. Cherry Street, Suite 700 Winston-Salem, NC 27101-4019 Phone: (336)733-0355 Email: dgtownsend@bbandt.com BB&T Capital Partners Mezzanine Fund II, L.P. BB&T Capital Partners, LLC BB&T Capital Partners/Windsor Mezzanine Fund, LLC David Townsend, Contact 101 N. Cherry Street, Suite 700 Winston-Salem, NC 27101-4010 Phone: (336)733-0355 Email: dgtownsend@bbandt.com Frontier Fund I, L.P. Lori Shell, Contact 1111 Metropolitan Avenue Suite 1050 Charlotte, NC 28204 Phone: (704)414-2880 Email: lori@frontiercapital.com Hatteras Venture Partners IV SBIC, LP Douglas Reed, M.D. 280 South Mangum Street, Suite 350 Durham, NC 27001 Phone: (919)484-0730 CapitalSouth Partners Fund I, L.P. Jack McGlinn 2530 Meridian Parkway, Suite 200 Research Triangle Park Durham, NC 27713 Phone: (919)806-4590 CapitalSouth Partners Fund I, L.P. CapitalSouth Partners Fund II, L.P. CapitalSouth Partners SBIC Fund III, L.P. CapitalSouth SBIC Fund IV, L.P. Joseph B. Alala, Contact The Rotunda Building 4201 Congress Street - Suite 360 Charlotte, NC 28209 Phone: (704)376-5502 Email: jalala@capitalsouthpartners.com Email: doug@hatterasvp.com North Carolina Economic Opportunities Fund, L.P. H. Dabney Smith, Contact c/o Dogwood Equity 101 Lake Boone Trail, Suite 120 Raleigh, NC 27607- Phone: (919)256-5007 Email: dsmith@dogwoodequity.com 46
C A P I T A L O P P O R T U N I T I E S F O R SMA L L B U S I N E S S E S Plexus Fund I, L.P. Plexus Fund II, L.P. 4601 Six Forks Road, Suite 528 Raleigh, NC 27609 Phone: (919)256-6341 Salem Investment Partners III, Limited Partnership Philip W. Martin 1348 Westgate Center Drive, Suite 100 P.O. Box 25684 SJF Ventures III, LP David A. Kirkpatrick 200 N. Mangum Street, Suite 203 Durham, NC 27701 Phone: (919)530-1177 Email: dkirk@sjfventures.com Plexus Fund I, L.P. Plexus Fund II, L.P. Rhonda Penn. CFO, Contact 200 Providence Road, Suite 210 Charlotte, NC 28207 Phone: (919)256-6355 Email: banders@plexuscap.com Winston-Salem, NC 27114 Phone: (336)245-4725 Email: pmartin@salemip.com Triangle Mezzanine Fund II, LP Triangle Mezzanine Fund LLLP Brent Burgess, Contact 3700 Glenwood Avenue, Suite 530 Raleigh, NC 27612 Phone: (919)719-4788 Email: bburgess@tcap.com Small Business Innovation Research (SBIR) / Small Business Technology Transfer (STTR) Programs The SBA Office of Technology administers the Small Business Innovation Research (SBIR) Program, and the Small Business Technology Transfer (STTR) Program. Small Business Innovation Research (SBIR) Facts about SBIR The Small Business Innovation Research (SBIR) program is a highly competitive three-phase award system which provides qualified small businesses with opportunities to propose innovative ideas that meet specific research and research and development needs of the Federal government. Enacted in 1982 as part of the Small Business Innovation Development Act Federal agencies with more than $100 million in extramural R&D were required to allocate a percentage of their budgets exclusively for small businesses. This set-aside began in 1983 at 0.2% and is currently 2.5% resulting in the availability of approximately $2.6 billion in fiscal year 2008 to R&D small businesses. 47
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