MCCARTHY CAPITAL CORP Overview
Mccarthy Capital Corp is an investment advisor that manages 857.3 MM dollars in regulatory AUM and has 1 employees, of which 1 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/04 to 09/30/15. The fund's latest filing disclosed 69MM in positions, representing 8% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/04 to 09/30/15. The fund's latest filing disclosed 69MM in positions, representing 8% of the manager's regulatory AUM.
MCCARTHY CAPITAL CORP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MCCARTHY CAPITAL CORP Since Last Filing Return Details
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FEATURED IN
MCCARTHY CAPITAL CORP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael R. Mccarthy | Founder | January-2004 |
| Teri L. Mercer | Chief Compliance Officer | June-2005 |
| Patrick J. Duffy | Managing Partner | January-2012 |
| Robert Y. Emmert | Managing Partner | January-2012 |
| Michelle M. Swanger | Assistant Secretary & Treasurer | May-2006 |
MCCARTHY CAPITAL CORP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
MCCARTHY CAPITAL CORP Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our fund clients typically invest equity and equity‐related securities of private operating companies in negotiated transactions. Our client funds make both control and non‐control investments, and in both cases requires there to be significant ownership from company management. For each client fund, we make investment recommendations in accordance with the investment strategies described in the fund’s offering memorandum, limited partnership and operating agreements and management or advisory agreement.
Potential fund investments are subjected to an analysis that begins with intensive “bottom up” due diligence, cash flow modeling and valuation, and terminates with an investment recommendation by our investment committee comprised of our Chairman and Managing Partners. Each investment opportunity is initially analyzed by a team of investment professionals. In all cases at least one partner leads the...
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Our fund clients typically invest equity and equity‐related securities of private operating companies in negotiated transactions. Our client funds make both control and non‐control investments, and in both cases requires there to be significant ownership from company management. For each client fund, we make investment recommendations in accordance with the investment strategies described in the fund’s offering memorandum, limited partnership and operating agreements and management or advisory agreement.
Potential fund investments are subjected to an analysis that begins with intensive “bottom up” due diligence, cash flow modeling and valuation, and terminates with an investment recommendation by our investment committee comprised of our Chairman and Managing Partners. Each investment opportunity is initially analyzed by a team of investment professionals. In all cases at least one partner leads the...
Unlock Full Investment Process Description
MCCARTHY CAPITAL CORP Portfolio Concentration
MCCARTHY CAPITAL CORP Location
1601 DODGE ST
SUITE 3800
OMAHA, Nebraska
UNITED STATES, 68102
SUITE 3800
OMAHA, Nebraska
UNITED STATES, 68102
MCCARTHY CAPITAL CORP Contact Information
Phone Number: 402-932-8600
Fax Number: 402-991-0020
Website: http://www.mccarthycapital.com
Fax Number: 402-991-0020
Website: http://www.mccarthycapital.com
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