opportunity

Invest in America's core

Achieve compelling risk-adjusted returns with direct investments in profitable lower middle-market firms.

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direct access

Tap into the private market

Provide patient capital to help established firms grow, consolidate and exit.

Flexible

Choose investments on a deal-by-deal basis.

Accessible

Commit as low as $10,000 to $50,000 per deal.

Competitive

Target 30-35% IRR
over a 5-7 year period.*

your impact

Help bridge successful exits

Make minority investments in diverse businesses with $500k-5mm in cash flow. Gain exposure to the bedrock of our economy: manufacturing, distribution, business services, home services, medical practices and more.

Help entrepreneurs:
  • Finance acquisitions and roll-ups
  • Fund growth and expansion
  • Buy out or divest ownership
  • Cash out and diversify net worth
  • Transfer ownership to family or management
your return

Make your money go further

Achieve attractive returns with highly selective private investments. Benefit from capital gains (from successful exits) and fixed income from dividends. Build a customized, diversified portfolio and help power America's engine.

  • Target 30-35% IRR through growth equity investments
  • Potential 6-9% annual yields from preferred dividends
  • Access to quarterly financials and annual reports
  • 5-7 year investment periods, with redemption rights
  • Option for secondary sale after one year of ownership
Peace-of-Mind

Invest with confidence

Flatrock sources and evaluates opportunities against selective criteria: sector cyclicality, market growth/risk, management strength, financial health, growth opportunity, product differentiation and customer diversification. In addition to Flatrock’s diligence, gain further clarity by performing your own analysis and crowd-sourcing diligence with other investors.

Insight-driven investing:
  • Rigorous diligence, accepting < 5% of opportunities
  • Full access to financials, models and source materials
  • Investor forum to ask questions and share opinions
  • Ongoing financial reporting and rights monitoring
  • Option to influence outcomes as a company advisor
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Join Flatrock today

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Flatrock
Investor FAQBusiness FAQAbout UsContact Us

By using this website, you accept our Terms of Use and Privacy Policy. The information on this site does not represent an offer to buy or sell securities.

Flatrock offers qualified investors the opportunity to invest in private companies. However, we do not make recommendations regarding the appropriateness of a particular opportunity for any particular investor. We are not investment advisers. Investors must make their own investment decisions, either alone or with their personal advisors.Investing in private companies can be risky and unpredictable.

Some of the risks include a lack of liquidity, a lack of professional management, lack of access to capital, lack of financial controls, a concentration of the business in a small number of customers, reliance on a small management team, lack of financial information, and a lack of the shareholder protections associated with public companies. You should invest in small companies only if you can afford to lose your investment.

We may provide financial projections for some of the investment opportunities listed on the Site. All such financial projections are only estimates based on current conditions and current assumptions. The actual result of any investment is likely to be different than the original projection, often by a large amount. Neither we nor anyone else guaranties the results reflected in financial projections.

* Target IRR is a projection based on capital gains (from an exit) and preferred dividends. These returns are not guaranteed and will vary by investment.