Operationally Focused
Helping you build a bright future
Operationally Focused
Helping you build a bright future
Over 30 Plus Years Of Operating Experience
Mission
Our Ultimate Goal
Our Ultimate Goal
Our mission is to provide transformational value creation to lower middle market companies.
Our Ultimate Goal
Our Ultimate Goal
Our Ultimate Goal
Our ultimate goal is to foster WIN, WIN, WIN, transactions. Sellers win, investors win, Sun & Moon wins.
About Us
Growth Partners
Sun & Moon Capital, LLC is a Dallas Based lower middle market operational focused investment firm that selectively invests and partners with owner operators. Our goal is to work with management teams to take industry leading companies and build them into world class organizations.
The operating executives at Sun & Moon Capital possess over 30 plus years of experience in operating, acquiring, and investing in companies. This experience, fosters governance, strategy, development and execution in lower middle market companies.
Meet Our Team
Javar Avery - President
Javar brings a track record of excellence as an investor, a company operator, and an advisor. Javar’s business ventures began with the acquisition of a retail business which, after achieving operational efficiency, he accomplished an exit of the business to a strategic advisor. He subsequently developed a medical transport company and maintains his role as a shareholder of a successful medical testing laboratory.
Javar is a graduate of Babson University’s / Goldman Sachs 10,000 Small Business Entrepreneurship program. As one of the top students in his class, Javar was selected to represent his peers at Goldman Sachs’ annual Businesses Summit in Washington, D.C. He sits on the committee board for the Dallas Fort-Worth Chapter of the Association for Corporate Growth (ACG) and was awarded mentor of the year by the Norfolk Public School System.
Jeff Cartwright - Operating Executive
Jeff is a seasoned executive with deep operations and general management experience. He has led manufacturing, logistics, engineering, sourcing, product development, marketing, and sales for leading multinational consumer products firms for over 35 years. Experiences include leadership in US, Mexico, China, and Europe. He has conducted multiple successful interventions resulting in value that has consistently exceeded expectations.
Jeff’s experience includes serving as the President & COO of Igloo Products, where he led the company through significant double digit growth and a 15% improvement in EBITDA. Prior to this, Jeff was also the President & CEO of Cosco Home and Office Products. During his tenure, this $150 million business received two Vendor of the Year Awards from Wal-Mart in addition to sole supplier in two different product categories.
Jeff resides in Dallas, Texas where he is actively engaged within the community. Jeff enjoys spending time with his wife and four grandchildren. His interests include military history and college football.
Sean Dorney - Operating Executive
Sean is an accomplished sales and operations executive with 30+ years experience in private equity operations and sales leadership positions. While working in private equity his responsibilities included evaluation of sales and operations functions inside prospective and completed acquisitions, instituting sales processes and selling methodology, implementing CRM and SFA systems, developing pipeline and forecasting procedures and driving strategic and transformational initiatives in the companies to improve operating performance and grow margin and revenue. Sean has been directly involved in more that 50 M&A transitions and turnarounds in his PE career.
In addition to his PE experience, Sean has more than 15 years in various sales leadership roles as a top performer in the manufacturing, supply chain and retail sectors selling complex, enterprise-wide solutions. This includes solutions to help companies leverage dynamic pricing science to improve revenue and margin.
Sean has B.S. in Behavioral Sciences from New York Institute of Technology and resides in Southlake, Texas with his wife and two daughters.
Harold Hickey - operating Executive
Harold Hickey has over 25 years experience in the consumer and industrial industry where he held Executive management positions with several world-class pioneering companies; Motorola, Samsung and Harman International. He also served as SVP Global Operations for AMX, LLC a global technology leader in video over IP distribution and electronic control systems.
Harold brings deep experience in operational due diligence and valuation (Buy and Sell side), product development operations (design processes, tools), manufacturing operations (supply chain, manufacturing, outsourcing), sales operations (marketing, selling, CRM), customer service operations (order fulfillment, customer service, warranty), engineering/R&D Operations (NPI, Hardware, Software) and administrative operations (payroll, finance, IT, HR and legal).
Mergers, Acquisitions and Divestitures – Executed due diligence and purchase of seven synergistic companies (USA, UK and Canada) and fully integrated into AMX, which along with organic growth, positioned company for 2014 sale to Harman for $363M or almost two times revenue.
Harold is born and raised in Montreal, Quebec Canada and has been a resident of Dallas, Texas with his family for the past 16 years.
Investment Criteria
Sun & Moon Capital, seeks to make controlling investments in operating companies with the following characteristics.
- EBITDA 1-5mm
- EBITDA margins of 10%
- Cash flow positive
- In business for 3 plus years
- Solid middle management
- Sustainable business model
- Low customer concentration
- Low cyclicality
- Large fragmented market
- Headquarters are based in the United States
Industry focus
Manufacturing
Manufacturing
Manufacturing
Healthcare
Manufacturing
Manufacturing
Distribution
Manufacturing
CPG / Food & Beverage
CPG / Food & Beverage
Logistics / Transportation
CPG / Food & Beverage
Logistics / Transportation
Logistics / Transportation
Logistics / Transportation
Aerospace
Logistics / Transportation
Logistics / Transportation
Investments
Exited
Exited
Contact Us
Sun & Moon Capital
512 North Hampton Road, Suite 262, Desoto, Texas 75115, United States