CONTACT US

ADDRESS

DelCam Holdings, LLC

320 Nevada Street, Suite 301

Newton, MA 02460

Email: STrotta@DelCamHoldings.com

Tel: 617-281-7038

The information contained herein is confidential information regarding DelCam Holdings LLC (“DelCam”). By accepting this information, the recipient agrees that it will, and it will cause its directors, partners, officers, employees, attorney(s), agents and representatives, to use the information only to evaluate its potential interest in the investments and strategies described herein and for no other purpose and will not divulge any such information to any other party. Any reproduction of this information, in whole or in part, is prohibited. These contents are proprietary information of DelCam and may not be reproduced or disseminated in whole or part without the prior written consent of DelCam. Each person accepting this document hereby agrees to return it promptly upon request. General solicitations, prospecting by mail and advertising are strictly prohibited.

The information contained herein has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or to participate in any trading strategy or potential fund to be sponsored by DelCam. If any offer of securities is made, it will be pursuant to a definitive offering memorandum prepared by DelCam that contains material information not contained herein and which supersedes this information in its entirety. Any decision to invest in the strategy or fund managed by DelCam should be made after reviewing such definitive offering memorandum, conducting such investigations as the investor deems necessary and consulting the investor’s own investment, legal, accounting and tax advisors in order to make an independent determination of the suitability and consequences of an investment. An investment in DelCam’s strategy involves significant risks, including loss of the entire investment.

 

All performance and internal rates of return contained herein are subject to revision by DelCam and are provided solely as a guide to current performance expectations. Past performance does not guarantee future results. Actual results may vary. As of the date hereof, DelCam has not made any investments. There can be no assurance that DelCam’s strategy will achieve any targets or that there will be any return on capital. Historic performance is not necessarily indicative of future performance, which could vary substantially. The performance figures contained herein are provided on a net basis. The performance is calculated in U.S. dollars.

As used herein with respect to an individual investment, “IRR” is intended to represent the net compounded annual internal rate of return on the realized investment. The IRR is calculated from the time each investment is made until the date such investment was disposed of, fully or partially, and is based on the aggregate capital contributions made to, and on the aggregate realized proceeds (including all cash received from the disposition of the investment and any other cash received from the investment, including payments of principal, interest, dividends, if applicable) from, the respective realized investment.

The information presented herein, including, but not limited to, DelCam’s investment experience, returns or performance, investment strategies, risk management, market opportunity, representative strategies, portfolio construction, capitalizations, expectations, targets, parameters, guidelines, and positions may involve DelCam’s views, estimates, assumptions, facts and information from other sources that are believed to be accurate and reliable and are as of the date this information is presented—any of which may change without notice. DelCam has no obligation (express or implied) to update any or all of the information contained herein or to advise you of any changes; nor does DelCam make any express or implied warranties or representations as to the completeness or accuracy or accept responsibility for errors. The information presented is for illustrative purposes only and does not constitute an exhaustive explanation of the investment process, investment strategies or risk management.

Certain information contained in the presentation constitutes forward looking statements which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “target,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negative thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results or the actual performance of DelCam may differ materially from those reflected or contemplated in such forward-looking statements.

Investments in DelCam’s strategy or fund are not deposits or obligations of, or guaranteed or endorsed by, any bank or other insured depository institution, and are not federally insured by the Federal Deposit Insurance Corporation, the Federal Reserve Board or any other governmental agency.

No person (other than DelCam and its principals and employees) has been authorized to make any statement concerning DelCam and any such statements, if made, may not be relied upon.

PRESS RELEASES

DELCAM HOLDINGS ANNOUNCES LAUNCH OF INNOVATIVE NEW INVESTMENT FUND TARGETING SMALL BUSINESSES IN OPPORTUNITY ZONES

DelCam Holdings is creating a socially-responsible tax advantaged investment with a focus on revitalizing small businesses in Opportunity Zones and structuring those businesses for long-term success. 

July 23, 2019, NEWTON, Massachusetts--DelCam Holdings, LLC, a management company focused on private Opportunity Zone investments, announced the launch of a new investment vehicle, DelCam Opportunity Zone Fund I.  The 2019 Fund is positioned to raise $10M from investors to acquire and revitalize small manufacturing companies in Opportunity Zones in the Northeast and Mid-Atlantic, with plans to secure its first acquisition in January of 2020. 

The object of DelCam’s Opportunity Zone Fund I is to generate superior IRR’s and offer attractive preferred returns for investors. Returns will be completely tax mitigated to investors via Opportunity Zone tax laws if the investments are held 10 years. DelCam’s fund will be a Qualified Opportunity Zone Fund as designated by the IRS and an SEC Regulation D: Rule 506(c) private placement compliant fund.

DelCam Holdings executives include founder, Stephen Trotta, a 15+ year finance executive currently running his own real estate focused private equity firm, and formerly a Senior Director in his 11 year tenure at Fidelity Investments on the institutional side of the business. DelCam is also represented by Richard Gibble, CFA, as Managing Director and CFO,  who brings 20 years of investment experience, with previous roles at fund companies, as well as executive director of a renowned academic capital markets research center and a professor at Bentley University. 

“After much analysis and spending time with small manufacturing companies, we’ve concluded that many are ripe for growth, often losing business because they do not have funds, systems or tools in place to meet demand,” said Stephen Trotta, founder of DelCam’s Opportunity Zone Fund. “We’ve identified 1,600 small manufacturing companies in Opportunity Zones that we’ll narrow down from a strategic management perspective and acquire 4-6 businesses that have opportunity for advancement.”

DelCam’s focus will be on the growth of these small manufacturing companies and executing on value creation plans that drive significant job development in communities that need it most. In comparison to many simple, common real estate transactions in Opportunity Zones, DelCam is planning business investments that will be the sustainable driver for beneficial community growth in Opportunity Zones for the future. 

“Our forecasts suggest we will create a minimum of 100 solid, middle-class wage jobs over a 10-year period and at the same time we’ll offer opportunities for upward mobility, management training and other benefits many of our employees might never have been exposed to.  We think this is precisely what the Opportunity Zone program was designed for, and we intend to deliver on that,” Rich Gibble, DelCam’s Managing Director & CFO said.

DelCam’s fund is one of the few Opportunity Zone funds focused on operating businesses. “We are on the leading edge of a tremendous opportunity in this country for investors and the communities in Opportunity Zones,” Trotta said. 

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DelCam Holdings, LLC, a management company centered on private Opportunity Zone investments is headquartered in Newton, MA.  The company systematically identifies value creation opportunities for its partners with a forward thinking approach to investing with a focus on social responsibility and community improvement. Lead by accomplished finance and investment executives, DelCam utilizes modern technology and rigorous research in combination with the experience of its leadership. The company’s first fund, Opportunity Zone Fund I, is set to launch in late 2019. Visit  www.DelCamHoldings.com or contact  DelCam Holdings at 617.281.7038 or STrotta@DelCamHoldings.com

General Solicitation Legend: The information contained herein regarding DelCam’s Opportunity Zone Fund I may be considered to be a general solicitation of and general advertising for the sale of exempted securities to accredited investors under Rule 506(c) of the Securities Act of 1933, as amended. As such, prior to the sale of any security to any investor, DelCam Holdings must take reasonable steps to verify that all potential investors are accredited investors. The SEC has not passed upon the merits of or given its approval to the securities to be offered, the terms of the offering or the accuracy or completeness of any offering materials.