CNL FINANCIAL GROUP


Associated tags: CNL, CNL Financial Group, Security (finance), NAV, FA, Cryptocurrency, Iron Stone Strategic Capital Partners

Locations: FLORIDA

CNL FINANCIAL GROUP ANNOUNCES NEW NATIONAL SALES DIRECTOR

Retrieved on: 
Monday, April 22, 2024

(Orlando, Fla.) April 22, 2024 — CNL Financial Group, a leading private investment management firm providing alternative investment opportunities for over 50 years, is pleased to announce the promotion of Gzim Muja to national sales director for CNL Securities Corp. With more than 25 years of experience working alongside major institutions in the financial services industry, Muja has spent the last 13 years as regional vice president at CNL Securities, meeting the investment needs of individuals in the western and southwestern United States.

Key Points: 
  • (Orlando, Fla.) April 22, 2024 — CNL Financial Group, a leading private investment management firm providing alternative investment opportunities for over 50 years, is pleased to announce the promotion of Gzim Muja to national sales director for CNL Securities Corp. With more than 25 years of experience working alongside major institutions in the financial services industry, Muja has spent the last 13 years as regional vice president at CNL Securities, meeting the investment needs of individuals in the western and southwestern United States.
  • As national sales director, Muja leads the wholesale distribution and capital raise for alternative investment products distributed through CNL’s multiproduct platform.
  • He is responsible for the development and execution of CNL’s sales, channel and product strategies.
  • “Gzim is a proven leader, respected by his peers and clients, and we are delighted he is taking on this new role and helping to take CNL beyond its golden anniversary, which we celebrated in 2023,” said Chirag Bhavsar, co-CEO of CNL Financial Group.

CNL STRATEGIC CAPITAL ANNOUNCES OPERATING RESULTS FOR YEAR-END 2023

Retrieved on: 
Thursday, March 28, 2024

Orlando, Fla., March 28, 2024 (GLOBE NEWSWIRE) -- CNL Strategic Capital, LLC (“CNL Strategic Capital,” the “Company” or “we”) seeks to provide current income and long-term appreciation to investors by acquiring controlling equity stakes in combination with loan positions in privately owned middle-market businesses.

Key Points: 
  • Orlando, Fla., March 28, 2024 (GLOBE NEWSWIRE) -- CNL Strategic Capital, LLC (“CNL Strategic Capital,” the “Company” or “we”) seeks to provide current income and long-term appreciation to investors by acquiring controlling equity stakes in combination with loan positions in privately owned middle-market businesses.
  • The Company announced its operating results for the year ended Dec. 31, 2023.
  • For the year ended Dec. 31, 2023, CNL Strategic Capital received approximately $260.0 million in net offering proceeds, including approximately $12.8 million received through the distribution reinvestment plan.
  • Since beginning operations in February 2018 until Dec. 31, 2023, CNL Strategic Capital had raised approximately $909.7 million, including $28.2 million received through the distribution reinvestment plan.

CNL HEALTHCARE PROPERTIES ANNOUNCES NET ASSET VALUE PER SHARE OF $6.28

Retrieved on: 
Tuesday, March 12, 2024

Orlando, Fla., March 12, 2024 (GLOBE NEWSWIRE) -- CNL Healthcare Properties, a real estate investment trust focused on seniors housing, announced that its board of directors unanimously approved an estimated net asset value (NAV) per share of $6.28 as of Dec. 31, 2023.

Key Points: 
  • Orlando, Fla., March 12, 2024 (GLOBE NEWSWIRE) -- CNL Healthcare Properties, a real estate investment trust focused on seniors housing, announced that its board of directors unanimously approved an estimated net asset value (NAV) per share of $6.28 as of Dec. 31, 2023.
  • As the company has done since 2017, the estimated NAV includes a deduction for CNL Healthcare Properties’ current projection of approximate property-level transaction costs in a hypothetical orderly disposition of the company’s real estate portfolio.
  • Stanger provided CNL Healthcare Properties with an estimated NAV range of $5.93 to $6.58 per share.
  • CNL Healthcare Properties will hold a webinar on March 14, 2024, at 2:30 p.m. Eastern Time to review the 2023 NAV.

CNL STRATEGIC CAPITAL CLOSES ON INVESTMENT IN ITS FOURTEENTH PORTFOLIO COMPANY

Retrieved on: 
Thursday, February 22, 2024

Orlando, Fla., Feb. 22, 2024 (GLOBE NEWSWIRE) -- CNL Strategic Capital, LLC has closed on an approximately $10 million investment in USA Water Intermediate Holdings, LLC (USA Water).

Key Points: 
  • Orlando, Fla., Feb. 22, 2024 (GLOBE NEWSWIRE) -- CNL Strategic Capital, LLC has closed on an approximately $10 million investment in USA Water Intermediate Holdings, LLC (USA Water).
  • USA Water is a leading provider of operations and maintenance (“O&M”) services for water and wastewater systems across the Southeast United States.
  • USA Water is the fourteenth company in CNL Strategic Capital’s portfolio.
  • CNL Strategic Capital is co-investing in USA Water alongside an LLCP institutional fund and affiliate of Levine Leichtman Strategic Capital, LLC, the sub-manager of CNL Strategic Capital.

CNL HEALTHCARE PROPERTIES TO CONDUCT ANNUAL VALUATION

Retrieved on: 
Wednesday, January 17, 2024

Orlando, Fla., Jan. 17, 2024 (GLOBE NEWSWIRE) -- CNL Healthcare Properties, a real estate investment trust focused on seniors housing, plans to prepare an estimated net asset valuation (NAV) per share of the company’s common stock as of Dec. 31, 2023.

Key Points: 
  • Orlando, Fla., Jan. 17, 2024 (GLOBE NEWSWIRE) -- CNL Healthcare Properties, a real estate investment trust focused on seniors housing, plans to prepare an estimated net asset valuation (NAV) per share of the company’s common stock as of Dec. 31, 2023.
  • CNL Healthcare Properties has engaged Robert A. Stanger & Co. Inc. (Stanger) to assist the board of directors and the company’s valuation committee, which is solely comprised of independent directors, in establishing the NAV.
  • They were selected because of their familiarity with the CNL Healthcare Properties’ portfolio and their significant experience valuing assets like those owned by the company.
  • CNL Healthcare Properties will establish the 2023 NAV in accordance with its valuation policy and certain recommendations and methodologies of the Institute for Portfolio Alternatives, a trade association for non-listed direct investment vehicles.

CNL STRATEGIC CAPITAL ANNOUNCES OPERATING RESULTS FOR THIRD QUARTER 2023

Retrieved on: 
Friday, November 10, 2023

Orlando, Fla., Nov. 10, 2023 (GLOBE NEWSWIRE) -- CNL Strategic Capital, LLC (“CNL Strategic Capital,” the “Company” or “we”) seeks to provide current income and long-term appreciation to investors by acquiring controlling equity stakes in combination with loan positions in privately owned middle-market businesses.

Key Points: 
  • Orlando, Fla., Nov. 10, 2023 (GLOBE NEWSWIRE) -- CNL Strategic Capital, LLC (“CNL Strategic Capital,” the “Company” or “we”) seeks to provide current income and long-term appreciation to investors by acquiring controlling equity stakes in combination with loan positions in privately owned middle-market businesses.
  • The Company announced its operating results for the nine months ended Sept. 30, 2023.
  • For the nine months ended Sept. 30, 2023, CNL Strategic Capital received approximately $207.6 million in net offering proceeds, including approximately $9.0 million received through the distribution reinvestment plan.
  • Since beginning operations in February 2018 until Sept. 30, 2023, CNL Strategic Capital had raised approximately $857.1 million, including $24.4 million received through the distribution reinvestment plan.

CNL Strategic Capital Acquires Majority Stake in Sill Public Adjusters

Retrieved on: 
Tuesday, October 24, 2023

Orlando, Fla., Oct. 24, 2023 (GLOBE NEWSWIRE) -- CNL Strategic Capital, LLC acquired a majority equity stake and made a concurrent debt investment in Sill Public Adjusters (Sill) in partnership with Sill’s management.

Key Points: 
  • Orlando, Fla., Oct. 24, 2023 (GLOBE NEWSWIRE) -- CNL Strategic Capital, LLC acquired a majority equity stake and made a concurrent debt investment in Sill Public Adjusters (Sill) in partnership with Sill’s management.
  • This is the 13th company in CNL Strategic Capital’s portfolio.
  • The company focuses on providing expert claim preparation, management and resolution services across North America and the Caribbean.
  • In partnership with management, CNL Strategic Capital seeks to expand Sill’s geographic footprint, broaden its service offering to customers and pursue acquisition opportunities in a fragmented industry.

CNL STRATEGIC CAPITAL ANNOUNCES OPERATING RESULTS FOR SECOND QUARTER 2023

Retrieved on: 
Friday, August 11, 2023

Orlando, Fla., Aug. 11, 2023 (GLOBE NEWSWIRE) -- CNL Strategic Capital, LLC (“CNL Strategic Capital,” the “Company” or “we”) seeks to provide current income and long-term appreciation to investors by acquiring controlling equity stakes in combination with loan positions in privately owned middle-market businesses.

Key Points: 
  • Orlando, Fla., Aug. 11, 2023 (GLOBE NEWSWIRE) -- CNL Strategic Capital, LLC (“CNL Strategic Capital,” the “Company” or “we”) seeks to provide current income and long-term appreciation to investors by acquiring controlling equity stakes in combination with loan positions in privately owned middle-market businesses.
  • The Company announced its operating results for the six months ended June 30, 2023.
  • For the six months ended June 30, 2023, CNL Strategic Capital received approximately $134.0 million in net offering proceeds, including approximately $5.6 million received through the distribution reinvestment plan.
  • Since beginning operations in February 2018 until June 30, 2023, CNL Strategic Capital has raised approximately $783.5 million, including $21.0 million received through the distribution reinvestment plan.

CNL Strategic Capital Announces Operating Results for First Quarter 2023

Retrieved on: 
Monday, May 15, 2023

Orlando, Fla., May 15, 2023 (GLOBE NEWSWIRE) -- CNL Strategic Capital, LLC (“CNL Strategic Capital,” the “Company” or “we”) seeks to provide current income and long-term appreciation to investors by acquiring controlling equity stakes in combination with loan positions in privately owned middle-market businesses.

Key Points: 
  • Orlando, Fla., May 15, 2023 (GLOBE NEWSWIRE) -- CNL Strategic Capital, LLC (“CNL Strategic Capital,” the “Company” or “we”) seeks to provide current income and long-term appreciation to investors by acquiring controlling equity stakes in combination with loan positions in privately owned middle-market businesses.
  • The Company announced its operating results for the three months ended March 31, 2023.
  • For the three months ended March 31, 2023, CNL Strategic Capital received approximately $62 million in net offering proceeds, including approximately $2.6 million received through the distribution reinvestment plan.
  • Since beginning operations in February 2018 until March 31, 2023, CNL Strategic Capital has raised approximately $711.5 million, including $18.1 million received through the distribution reinvestment plan.

CNL Strategic Capital Announces Year-End Operating Results for 2022

Retrieved on: 
Thursday, March 30, 2023

Orlando, Fla., March 30, 2023 (GLOBE NEWSWIRE) -- CNL Strategic Capital, LLC (“CNL Strategic Capital,” the “Company” or “we”) seeks to provide current income and long-term appreciation to investors by acquiring controlling equity stakes in combination with loan positions in privately owned middle-market businesses.

Key Points: 
  • Orlando, Fla., March 30, 2023 (GLOBE NEWSWIRE) -- CNL Strategic Capital, LLC (“CNL Strategic Capital,” the “Company” or “we”) seeks to provide current income and long-term appreciation to investors by acquiring controlling equity stakes in combination with loan positions in privately owned middle-market businesses.
  • The Company announced its operating results for the year ended Dec. 31, 2022.
  • For the year ended Dec. 31, 2022, CNL Strategic Capital received approximately $193.2 million in net offering proceeds, including approximately $8.3 million received through the distribution reinvestment plan.
  • Since beginning operations in February 2018 until March 24, 2023, CNL Strategic Capital has raised approximately $685.9 million, including $17.2 million received through the distribution reinvestment plan.