OUR VISION

JR Dallas Wealth Management invests in small subprime lenders,

companies that have strong growth potential and recession proof

businesses with strong cashflow (potential)

BUSINESS CHARACTERISTICS

SPECIALTY LENDING

Lending business focused on the sub-prime borrower (commercial or consumer). Relationship-based lending model The quantitative and qualitative approach to underwriting. The hands-on approach to risk management. The lender has a deep understanding of their customer/market. Asset secured lending preferred. Market niche leader (currently or potentially). Scalable business model. Exceptionally high returns (after adjusting for defaults). Minimum $1MM of capital is currently deployed. Established track record (minimum 2 years)

STRUCTURED VENTURE CAPITAL

High growth businesses whose revenues are being constrained by available working capital or fixed assets. Investment funds are primarily used to fulfill orders, contracts, or established demand. Experienced management team (5+ years of experience). Strong sales pipeline with potential for significant growth. Proven product/service. Market niche leader (currently or potentially). High margin products/services. The company must be generating revenues and prove it self best company

PRIVATE EQUITY

Health Care, Retail, Food Service, or other Cashflow Strong Businesses. Focused on cost-conscious, ethnic, aging, or affluent consumer trends. Recession-Proof Business Model. Experienced management team (5+ years of experience). Proven concept and/or successful location. Market niche leader (currently or potentially). Scalable business model. High margin products/services. Minimum EBITDA $1MM. Established track record (minimum 2 years)

LOCATION AND INVESTMENT AMOUNT

USA or Canada (International on a selective basis). $5MM – $50MM