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USGF cautions readers that any such statements are not guarantees of
future performance or events and such statements involve risks,
uncertainties and assumptions, including, but not limited to, industry
conditions, general economic conditions, interest rates, competition,
ability of the company to successfully manage its growth, and other factors
discussed below and in the Company's annual report for the most recent year
end available upon request to shareholders. Should one or more of these
risks or uncertainties materialize or should the underlying assumptions
prove incorrect, those actual results and outcomes may differ materially
from those indicated in the forward-looking statements. This review should
be read in conjunction with information provided in the financial
statements, accompanying notes and selected financial data appearing in the
Company's other financial disclosures.
Overview
U.S. Growth Funds is a private equity buy-out group based in Fort Worth, Texas.
Over the past 10 years, we have provided more than $5 billion of financing
and capital to private and public companies.
USGF invests in both debt and equity securities of middle-market
businesses to fund acquisitions, recapitalizations and going-private
transactions. We generally invest $1 million to $5 million in each
transaction.
In addition to direct investments in middle market businesses, we also
make selective strategic investments in private equity funds and SBIC's
focused on the lower middle market.
Our investments offer an attractive source of equity or quasi-equity
capital for middle market businesses. USGF's strategy with respect to its
private equity investments may take the form of unsecured and subordinated
notes which are convertible into equity shares or have warrants attached
which grant USGF the option to purchase equity shares at a predetermined
price. These securities and/or notes typically have mandatory redemption
requirements or maturities of less than five years and require monthly dividends
or interest payments.
Over the past 10 years, the company has posted strong growth and healthy
returns on its investments in portfolio companies.
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