CLIENTS
TRANSACTION VALUE
OF EXPERIENCE
Wall Street Quality
Advisory and
Investment Banking
for the Lower
Middle Market
CLIENTS
TRANSACTION VALUE
OF EXPERIENCE
Three Twenty-One Capital Partners is a Private Investment Bank and Advisory Firm providing Wall Street Quality Advisory and Investment Banking Services to the under-serviced lower-middle market.
Three Twenty-One Capital Partners’ team has executed or advised engagements with over $15 billion in transaction value.
Three Twenty-One Capital Partners’ Senior Management team is comprised of CFA’s, CPA’s, Business Owners, and Turnaround & Business-Crisis Professionals that have experience in every facet of the business continuum, from inception to exit.
“Three Twenty-One Capital Partners (321 Capital) brings a very impressive mix of relevant experience and deal savvy, keen insight and ability to work the transaction details, and excellent personal relationships with their clients and buyers. We bought a company that 321 Capital represented, and our transaction was complex and had many unusual elements. 321 Capital was an excellent advocate and resource for its client the entire way, and after closing as the buyer we liked and respected them even more than we did before the deal. They are a first-class firm, and we’d work with them again in a heartbeat.”
“I would like to take this opportunity to thank you for all your hard work in facilitating the sale of our companies. Your personal attention to all the details was greatly appreciated. When we signed the original listing agreement for 75 days, I didn’t think it would be possible to have it done in such a short period of time; but when we went to settlement 67 days later, I was amazed, excited, and relieved.”
“Our acquisition was the first for our company, our deal was complex and had many unforeseen obstacles. One thing that was constant was our confidence that we could contact Three Twenty-One Capital Partners (321 Capital) and get an honest opinion and clear direction on how to proceed on each major issue. I highly recommend 321 Capital for their ability to find common ground solutions and to work hard on completing a difficult transaction”
“We would be pleased to work with Three Twenty-One Capital Partners (321 Capital) again on another tough bankruptcy case”
“I have found one firm, Three Twenty-One Capital Partners (321 Capital) to be “head- and- shoulders” above their competitors in providing assistance to banks in selling mode…I can tell you from personal experience that they can be invaluable when searching out buyers for businesses, and when negotiating a sale to closing.”
“I represent the secured lender in a transaction that was handled by Three Twenty-One Capital Partners (321 Capital). Our borrower was losing a lot of money and on their way to going out of business. 321 Capital arranged a sale of the company that included complete payment of my loan. He was very professional and worked to get the transaction done though several parties involved were in disagreement about the structure.”
“Three Twenty-One Capital Partners (321 Capital) did a great job as a go between with the Seller. They were open in translating the seller’s issues and feelings, both during the offer stage and later, as we worked out the definitive agreement. Without them, the final deal would not have gotten done.”
“I have had the privilege of working with Three Twenty-One Capital Partners (321 Capital) on two deals. 321 Capital knowledge of the specific industries involved, extensive list of investors and contacts, along with the energy they bring toward locating the best available solution has resulted in outcomes that allowed us to maximize the collection of debts owed, while mitigating what I feel would have been larger losses without the solutions 321 Capital helped bring to the table. I look forward to the next opportunity to work with 321 Capital and would recommend that any Bank or lending institution consider 321 Capital as a resource in their loss mitigation efforts.”
“Three Twenty-One Capital Partners (321 Capital) was very impressive in their market reach as they worked to enable an equity infusion or an outright sale of my company. The tremendous outreach and approach taken resulted in 16 plant walkthroughs, 4 LOI’s and a final deal that was very advantageous for me. I felt very comfortable in their approach, that they aggressively looked at all options and counseled me to a successful conclusion. I would recommend them to anyone looking to make major moves financially with their company!”
“This was the first transaction our company had ever done and the team at Three Twenty-One Capital Partners (321 Capital) was exceptional throughout the process. The research and planning up front made us very comfortable to move forward and the candidates they brought were dead on to our requirements. We’d certainly recommend them to others and would look to utilize them again in the future if we are fortunate to find ourselves in that spot again.”
“Three Twenty-One Capital Partners (321 Capital) pulled off a challenging transaction and guided us through more than one surprise that could have derailed the deal. The 321 Capital team was clearly experienced and understood the type of process that was required for our situation. They moved quickly, worked well with all parties to keep us on track, and helped us to develop the options that allowed us to achieve a good outcome.”
Three Twenty-One Capital Partners welcomes the opportunity to confidentially discuss your business needs. Please call or email Colleen Kobus at 443-325-5290 Ext. 204 or colleen@321capital.com.
5950 Symphony Woods Rd.
Suite 200
Columbia, MD 21044
443.325.5290
443.703.2330
Analyst
443.325.5290 Ext 208
Peter supports Three Twenty-One Capital Partners’ deal teams through a variety of tasks including, but not limited to; research, modeling, and due diligence collection and dissemination. Peter oversees site inspections, leads Three Twenty-One Capital Partners’ outbound marketing efforts and is often the first point of contact for prospective investors/buyers.
Prior to joining Three Twenty-One Capital Partners, Peter gained experience in management and marketing with both professional and entrepreneurial endeavors, heading research and sales efforts for property management and services businesses.
Peter is a recent Graduate from The University of Maryland, College Park with a Bachelor of Science in Economics with a strong interest in Data Analytics and Computer Science. Peter has a passion for soccer; he played competitively through high school and is a huge fan of Chelsea Football Club.
Partner
Tim manages the firm’s Technology and Growth Equity portfolio and is an active participant on every Three Twenty-One Capital Partners engagement. Tim joins Three Twenty-One Capital Partner after serving as Vice President at ABS Capital Partners, a leading growth equity firm with over $2 billion in invested capital. While at ABS, Tim’s primary focus was growth equity investment opportunities in technology-enabled business services, financial services, education services and healthcare companies. Tim has worked closely with growth companies around all aspects of enhancing their businesses through growth, strategy refinement, governance, operational and compensation structure optimization, expansion, and ultimately exit.
Prior to joining ABS Capital, Tim was an Associate in the Consumer and Business Services Investment Banking Division of Oppenheimer & Co. Earlier in his career, Tim was an Analyst in the Consumer and Business Services Investment Banking Division of CIBC World Markets. Prior to joining CIBC World Markets in 2005, Tim worked as an Associate in the Assurance and Risk Advisory Group at KPMG.
Tim’s corporate finance experience includes M&A transactions, capital raising transactions, and public securities offerings, having executed many transactions in the business services, consumer products, and retail industries.
Tim has completed over 30 deals representing over $8 billion in transaction value.
Tim is a Certified Public Accountant.
Tim graduated with honors from the Loyola University with a BBA in Accounting.
Associate Partner
Devin supports Three Twenty-One Capital Partners’ financial analysis, marketing and due diligence efforts. Devin works hand in hand with clients to facilitate the flow and dissemination of deal-specific information from memorandum creation to due diligence.
Prior to Three Twenty-One Capital Partners, Devin was an analyst in Citigroup’s Equity Derivative Structuring and Interest Rates Trading divisions. Devin priced and issued more than $200 million of corporate debt embedded with equity options on behalf of Citi. Devin further managed a $100 million book of government bonds, as well as provided liquidity in interest rate swaps, bonds and interest rate futures.
Devin is a 2014 graduate of the Robert H. Smith School of Business at the University of Maryland and holds a Bachelor’s of Science in Finance & Accounting. While studying, he was an analyst for the Smith School’s student-run endowment fund and produced fundamental equity research and corporate valuations as well as actionable industry- and company-level recommendations for the fund.
Managing Partner
Erik leads Three Twenty-One Capital Partners’ deal teams, overseeing all aspects of the firms engagements including, but not limited to due diligence, financial analysis, memorandum creation and deal structuring.
Prior to joining the firm, Erik was an Executive Director in Oppenheimer’s Consumer and Business Services Investment Banking group, a former Director at CIBC World Markets and Analyst with Deutsche Banc Alex Brown.
Erik’s transactional experience spans the consumer products, retail, technology, e-commerce, direct marketing, manufacturing, rental services, professional services, and restaurant sub-sectors. Erik has represented distressed businesses, growth companies and family-owned businesses.
Past clients have included companies such as Bare Escentuals, The Brickman Group, Carbonite, Connolly Consulting, Constant Contact, Contigo, Design Within Reach, Jarden and Vitacost to name a few.
Erik graduated with highest honors from the University of Notre Dame with a BBA in Finance and Computer Applications. Erik is an active member of the ABI and TMA.
Founder, Managing Partner
Ervin is the Founder and Managing Partner of Three Twenty-One Capital Partners.
Ervin manages the firm’s portfolio of engagements, interacting directly with clients, investors and Three Twenty-One Capital Partners’ deal teams.
Ervin has been featured in industry publications providing financial insight on various U.S. Industry Sectors and the M&A Landscape. Ervin has completed over 120 transactions and consulting engagements in the last 10 years, with a concentration on family and founder-run businesses.
Ervin sits on the board of directors for The Maryland Proton Therapy Center and has held director positions for international manufacturing concerns, as well as interim C-level positions.
Ervin is a relied upon valuation, process and sales expert in U.S. Bankruptcy Courts.
Ervin graduated from the University of Delaware with a Bachelor’s of Science in Business Administration in Management and Marketing and is an active member of the ABI and TMA.
Marketing Director
Colleen leads the firm’s marketing efforts. Colleen combines her experience in sales and marketing with her degree in Social/Behavioral Sciences to create targeted marketing programs tailored to each client. Colleen further manages the logistics associated due diligence dissemination and confidentiality compliance.
Colleen employs her fanatical attention to detail to ensure that the employed marketing message is delivered to everyone that would, could, or should contemplate each investment opportunity.
Colleen continually develops and improves the firms ability to quickly and confidentially market our clients, using traditional and emerging marketing channels.
Colleen graduated with honors from the University of Maryland and holds a Bachelor of Science in Social Science and Human Resources.