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Wilson and Kabash Raises $24.3 Million
Private equity firm Wilson and Kabash used Ethos 360's business plan to raise $24.3 million in second round financing from institutional investors.
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Ethos 360 Sponsors The Ritz Group
Ethos 360 sponsored a Ritz Group event that brought together entrepreneurs and investors from all over the country.
Case Studies
Global Synergys Completes $600k First Round Capital Raise
Global Synergys Inc. is a clean technology company whose mission is to create efficient alternative energy products designed to reduce dependence on oil. Ethos 360 worked directly with the founder, Steve Bombola, for over six months during our consulting engagement. We assisted with capital raising, wrote multiple targeted executive summaries, created investor communications, performed due diligence on capital sources, term sheet development, financial modeling, company website and logo design, and business plan development services. Mr. Bombola remains a consulting client of ours and this has also included onsite work at his office in southern California (pictures below).
- Factoring and debt financing facility
Source: Pacific Business Capital Corp.
Total amount of financing: $600,000.00
"They stuck by me throughout my whole endeavor - thick and thin - even when they didn't have to. I've been around the block. Ethos 360 IS the block. Enough said."
- Steve Bombola, Owner of Global Synergys
Global Synergys Inc has improved on a process that refines ethanol byproduct. The byproduct (Dried Distiller Grains Plus Soluble DDGS) can be refined to produce two valuable commodities, Corn Oil and Cattle Feed.
Due to recent government legislation, the production of Ethanol and therefore its byproducts have and will continue to increase dramatically. The Company is seeking funding to roll out its efficient machinery to refine DDGS. Global Synergys will sell its cattle feed to beef feedlot farms in Nebraska and South Dakota, and it will market its corn oil to the 176 existing biodiesel producers throughout the U.S. production facilities will be modular, increasing flexibility and scalability.
Global Synergys Inc.
245 Fischer A-2
Costa Mesa, CA 92626
Wilson and Kabash Raises $24.3 Million
(*$3 Million From Ethos 360 Investor Partners)
Wilson and Kabash is a private equity firm and a client of Ethos 360. We worked directly with the two founders during our consulting engagement. Ethos 360 crafted a custom business plan to be used as an internal operational document, attract and expand board of directors, and as a tool to raise the Series B round of financing. Wilson and Kabash successfully raised 24.3 million dollars from private and institutional investors using our business plan. Ethos 360 leveraged its investor network making introductions resulting in a three million dollar contribution from Ethos 360 investor partners.
In addition, Ethos 360 provided advisory services in regard to funding structure and assisted throughout negotiations and closing. Wilson and Kabash is poised to become a premier private equity firm specializing in cleantech.
- Series B investment round: Total raise of $24,300,000.00
Private and institutional investors
Total amount of financing from Ethos 360 investor partners: $3,000,000.00
"My expectations were exceeded in every regard. We couldn't have achieved our goals without Ethos 360's talented team and their devotion to our success."
- Mark Kabash, Founder of Wilson and Kabash
Wilson and Kabash commenced operations in the spring of 2009, founded by two long time friends and successful "quant traders" Henry Wilson and Mark Kabash. The firm began with the founders' seed capital of five million and has since raised over 38 million dollars in capital from private and institutional investors.
Wilson and Kabash's focus is on businesses surrounding the alternative energy industry. The firm seeks to acquire a controlling or significant interest in private companies or business units of public companies. Alternative energy sub-sectors of interest include wind energy, solar power, power quality/power conversion, transmission and distribution optimization, and information systems support.
Wilson and Kabash
Shanghai - Los Angeles - London
www.wilsonandkabash.com
Ethos 360 Raises $2 Million+ for Nature Kist Snacks
Nature Kist Snacks is a client of Ethos 360. We have worked diligently with this leading snack food company to prepare them to take on the world. Thanks to Ethos 360, Nature Kist Snacks has the funding needed to succeed. Ethos 360 provided business planning services, secured the financing, assisted with deal structure and loan packaging along with ensuring the funding closed. Nature Kist Snacks is growing rapidly and grabbing additional market share.
- Small Business Administration (SBA) loan
Source: Excel National Bank - Line of credit to continue national expansion
Source: Community Bank of the Bay
Total amount of financing: $2,272,000.00
"Your performance was sterling and respected. We look forward to continued business and take this step as a strengthening of our relationship."
- Ron Mozingo, President of Nature Kist Snacks
Nature Kist Snacks began in 1967, founded by James A. Mozingo in Union City, California. As a dedicated family business throughout the years, Nature Kist continues into the third generation of family tradition.
The company is a processor of salty snacks. While their primary focus is In-Shell Salted and Unsalted Roasted Peanuts, In-Shell Flavored Pistachios, and Whole Grade Cashews, their selection of products extends to Sunflower Seeds, Almonds and other crunchy nuts.
Nature Kist Snacks has grown and improved over the years- their reputation is strong in the snack food industry. Although times have brought changes, the original commitment to quality and basic business values still exists: providing the customer with convenient ordering, on time service and absolutely the best product available.
An extensive selection of their premium products are available online and nationwide through select vendors including Costco, Safeway, Shell Gas Stations, Chevron, Arco, AM/PM, BP, Dollar Stores, Torcero, Speedway, Circle K, 7-Eleven and CVS/pharmacies.
Nature Kist Snacks
1820 Industrial Drive Stockton, CA 95206
www.naturekistsnacks.com
Reddy Medical Services Receives $450k SBA Start-Up Loan
Reddy Medical Services Inc. a start-up primary and urgent care medical facility that offers expanded services and convenient hours of operation to meet the needs of its patients. Ethos 360 wrote, researched, performed the market analysis and did the financial modeling for their lender-ready business plan for submission to the Small Business Administration (SBA). Now our client has the capital they need to lease a facility, perform the build-out, employ staff and, most importantly, improve the health of a community.
Small Business Administration (SBA) loan
Total amount of financing: $450,000.00
"I am pleased to inform you that SBA loan has been approved for Reddy Medical Services. Thank you for all your help in the preparation of the Business Plan. Also, thank you for the telephone call from your President. You all did a great job and we are very happy with your work and the nice manner in which you have done everything."
- Vijaya L. Reddy, MD, Owner of Reddy Medical Services
To promote its new primary care facility, Reddy Medical Services will unleash a highly targeted advertising campaign that relies on local print media and the development of a comprehensive website. The owner’s strong experience and noteworthy references will help bolster the Practice's name and presence in the community at large. A number of reputable medical groups are adding Reddy Medical Services to their complete list of area physicians, thereby increasing its visibility. Additionally, word of mouth referrals from happy patients will pave the way for Reddy Medical Services' anticipated success.
Dr. Vijaya L. Reddy is an established family medicine physician who has worked in multiple medical environments. Previously, she was an Attending Physician of the Department of Family Medicine for Mercy Medical Group and assumed the same position for Kaiser Permanente. Her knowledge spans several categories of medicine, including Advanced Trauma Life Support, Dermatological Procedures, ER and Ultrasound, HIV/Hepatitis, Domestic Violence, CPR, Community Medical Services, and Heart Health. Her residency training was completed at the Family Practice Residency Program at the University of Kentucky.
Reddy Medical Services Inc.
9240 Laguna Springs Drive
Elk Grove, CA 95758
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