Xcel

“Financial independence opens the door to pursuing your passions without the constraints of traditional employment. One key insight from high performers and successful entrepreneurs is that they often don’t have the time to learn about and actively pursue achieving financial freedom.”

- Founder’s Message

Ownership

Why invest in Private Ownership?

Build a diversified portfolio: Generate cash flow and grow your wealth accessing profitable private equity deals, while backing the next generation of entrepreneurs.

Advantages of Private Ownership Investing

Diversify Your Portfolio

In the midst of the new economic conditions, the classic mix bonds and stocks portfolio is obsolete. With the rise of alternative investments, new opportunities for diversification and increased return arrived and become the new model. Private Ownership helps you achieve this diversification through private equity exposure.

Build Passive Cash Flow

Many commercial real estate deals and small business acquisitions plan to make quarterly or annually distributions to investors, providing strong cash-on-cash returns to passive owners. By investing across a number of deals, investors can build a diversified portfolio generating high yield.

Reduce Risk

Many of the small business acquisitions are purchased with SBA loans. Given the SBA performance over the years and stringent their due diligence process, these deal present a reduced risk.

Access SMB deals

Invest deal-by-deal

Grow your network

Grow your relationships with leading entrepreneurs and connect with other like-minded investors.

Serious entrepreneurs with vetted deals

Deal Typess

SMB acquisitions
Mix of industries: trades, manufacturing, distribution, SaaS, managed services
Self-funded searchers, independent sponsors, employee buy-outs

Mechanics

Listed once under-contract, typically 60-90 days to fund and close
Target raise typically 5-40% of total deal costs
25K - $500K minimum investment

Criteria

Actively operated by entrepreneur
Targeting 25% IRR or higher
Invested capital typically returned within 5 years
Cash flow and/or value appreciation strategies

Ready to start investing?

Apply Today

Apply to become an investor

To set up an account with XCEL Group and be ready to find more.

Provide your inverstment crieteria

Choose your membership from the available options.

Access curated deals

Invest deal-by-deal from a wide range of high quality SMBs and operators

How does XCEL GROUP review deals?

Every investment opportunity is vetted by the XCEL GROUP specialists to meet our investment criteria. Our extensive process include several steps and due diligence on the business and entrepreneur and sponsor. What kinds of investment opportunities are posted?

XCEL GROUP look for deals in the commercial real estate space on new construction and value add along with the acquisition of small/medium businesses. These businesses are industry agnostic, but they must be for companies that have been in business for a long time, have consistent financial performance and strong moats. Deals range in size from as small as $1M to $20M glass and have their own unique potential and risks based on the individual business plan.

What information is provided about deals?
XCEL GROUP vets the deals presented. We’ll provide issuer’s presentations, details on the financials, return structures and will hold an investment opportunity presentation to discuss the deal.

Frequently Questioned & Answers

The investment amount will vary in each deal. We’re targeting investment checks of 50k-300k. Some offerings may require a minimum investment amount.

Yes, you will have to be a member of our community. The private equity investments in USA are regulated by the SEC and follow strict rules.

For the small business acquisitions, the entrepreneurs and for the real estate project the project sponsors. They are responsible for securing and guaranteeing any bank financing involved in a transaction.

Most investments are structured to make quarterly distributions, subject to working capital considerations. Distributions can also be deferred upon a majority of investor consent. Distributions are not guaranteed.

Alternative investments purchase in these offerings are restricted securities" within the meaning of the Securities Act of 1933, as amended. You will exit the position typically by the terms stipulated in the deal offering which can be time based or event based.

Ownership is typically calculated on a step-up basis.

Invest in profitable Commercial Real Estate and Small Business Private Equity Ownership

- Founder’s Message