Overview
McKinney Capital, LLC (“MC”) is an SEC-registered investment adviser with its
principal place of business in Birmingham, Alabama. We have been in business since
2009. The firm’s registration with the SEC does not imply any particular level of skill or
training by our firm or employees or that the SEC has endorsed our respective
qualifications to provide investment advisory services.
Our principal owners of MC (25% or more ownership) are as follows:
Roddy L. McKinney II
Daniel McKinney
MC provides investment management services to private equity funds and certain parallel
co-investors (hereinafter collectively, "the Funds"). The fund manager will call on
investors to make capital infusions to support the Fund’s investments once those
investments have been identified and fully vetted through an extensive due diligence and
negotiation process. Investments made for the Funds are generally, but not exclusively,
in private, illiquid securities. Most of the time, each Fund is created, structured and
funded to invest in a specific portfolio company or a group of portfolio companies.
MC manages Fund investments in various companies offering a wide spectrum of
services. For each Fund, MC generally performs in-depth due diligence regarding
investments, structures and prices of prospective portfolio company(ies), add-on
acquisitions to portfolio companies, works closely with portfolio companies to provide
strategic, operating, marketing and financial advice and identifies exit options prior to an
initial investment.
MC
leverages its industry knowledge and contacts to identify investment opportunities
for the Funds. The investment objective of the Funds is to seek long-term capital
appreciation.
We seek to invest the Funds’ assets primarily in the equity securities or interests of
private companies and typically seek majority control positions via one or more of the
Funds or with other co-investors. MC sources investment opportunities directly and from
third parties, including traditional investment banks and brokers.
The Funds are not required to register under the Securities Act of 1933 or the Investment
Company Act of 1940 in reliance upon certain exemptions available to issuers whose
securities are not publicly offered. We manage the Funds on a discretionary basis in
accordance with the terms and conditions of each Fund's offering and organizational
documents.
ASSETS: As of December 31, 2023, MC manages approximately $ 111,052,660 of assets
on a discretionary basis.
IMPORTANT ADDITIONAL CONSIDERATIONS: The information provided herein
merely summarizes the detailed information provided in each Fund’s offering and
organizational documents. Certain of the investment vehicles are closed and are not
admitting new investors. Current Fund investors and prospective investors in any new
Fund launched by MC should be aware of the substantial risks associated with investment
as well as the terms applicable to such investment. This and other detailed information is
provided in the appropriate Fund offering and organizational documents.