Advent-Morro invests in different types of transaction and in companies at different stages of development. The following are several examples of the transactions in which the firm participates.

Expansion Financings
Growth companies requiring capital instead of debt to finance their future growth. In numerous situations, Advent-Morro’s equity capital has provided a solid foundation for a company’s continued growth or to finance acquisition opportunities.

Management Buy-Outs
In situations in which current owners of a company seek complete liquidity and have no desire to remain involved after the transaction, Advent-Morro backs management teams in completing the buyouts of said corporations.

Corporate Divestitures
As larger corporations change their strategic directions, divisions or subsidiaries may loose importance in their respective parents’ long term plans. Advent-Morro can provide equity to management teams and assist in accomplishing the buyout of a division or subsidiary from its parent corporation.

Turnarounds
Advent-Morro has been an active investor in companies which are inappropriately capitalized or are under-performing relative to market opportunities.

Re-capitalizations of Family Owned Businesses
Often, families and other principal shareholders diversify their personal net worth and achieve liquidity through the partial sale of their ownership interests in a company. In such situations, Advent-Morro plays an integral role in re-capitalizing the company. In most cases, the current owners or existing management teams continue their active involvement with the company after the transaction.

Industry Consolidations
In fragmented industries, Advent-Morro acts as an equity partner of experienced management teams in the consolidation of companies in the same industry.

Life Sciences Early-Stage Focus
Advent Morro aims to support the growth of the Puerto Rican biotechnology business. In particular, companies developing new therapies and technologies for diseases with a high prevalence in the Puerto Rican and Hispanic populations, such as cancer and diabetes. Advent-Morro will consider seed or early stage companies that are raising their first or second round of capital investment from professional sources. These companies typically benefit from a Venture Capital partner ,not only as a source of operational capital, but also in the leveraging of their established business networks and during management identification and recruitment processes.