GARJA
2020 Initial Georgia Agribusiness and Rural Jobs Act Report
Table of Contents
Overview Page 3 Accomplishments Page 4
Summary Pages 5-6 GARJA's Certified Capital Received Page 7 GARJA's Certified Capital Received Initial Page 7 Reporting Status Schedule of Tax Credits Page 7
Granted Qualified Investments in Eligible Business Pages 8-9
Location and Industry Sector of Pages 10-12 Companies Receiving GARJA Investment
Pie Chart of Investments by Industry Page 13 Sector
Map of Investment Activity in Georgia Page 14
2
Overview
Senate Bill 133, known as the "Georgia Agribusiness and Rural Jobs Act" (GARJA), was approved by the Georgia General Assembly during the 2017 legislative session, and subsequently signed into law by then Governor Nathan Deal. The GARJA Program is administered by the Georgia Department of Community Affairs (DCA). Requirements of GARJA are outlined in Section 33-1-25 of Chapter 1 of Title 33 of the Official Code of Georgia annotated.
GARJA is intended to provide access to capital for Georgia businesses in some of the State's most rural areas. A rural area means any county in Georgia that has a population of less than 50,000. Eligible businesses must have less than 250 employees with their principal business operation in one or more rural areas. The business must be in an eligible industry sector including agricultural, manufacturing, health care, technology or transportation.
DCA approved five Rural Funds (entities created by private companies) in June 2018 to participate in the GARJA Program. $100 million was certified by DCA in capital investment authority among the five Rural Funds. Each Rural Fund received approval of $20 million in capital investment authority, which was required to be used for loans or equity investments to eligible small businesses by June 30, 2020. The Rural Funds must maintain qualified investments equal to 100 percent of their capital investments for an additional three years until June 30, 2023. Please refer to Page 7 for GARJA's Certified Capital Received and Initial Reporting Status.
The Rural Funds raised capital from rural investors in exchange for tax credits earned against a rural investor's state tax liability. Amount of the credit claimed by a rural investor cannot exceed the amount of such entity's state tax liability for the tax year for which the credit is claimed. Also, at least 50 percent of the capital raised by the Rural Funds was composed of capital from sources other than the amount of capital received from the tax credit investors. Please refer to Page 7 for the Schedule of Tax Credits Granted.
The purpose of this publication is to summarize the information provided on the Initial Reports submitted by all Rural Funds for the initial deployment of their collective $100 million in capital investments.
3
Accomplishments
At the end of the initial two-year deployment period for GARJA (June 30, 2020), the five Rural Funds deployed a total of 38 investments for a total of $101,355,000 in 23 counties in 4 of the 5 eligible industry sectors. Together, they expect to create 702 jobs and retain 608 jobs with these investments. Please see Page 8 for the Qualified Investments in Eligible Businesses.
# Rural Inv Fund
Term Loan
LOC
Total
Jobs
Jobs *
Equity Investment Created Retained Co.
4 Appalachian $18,000,000 Fund 1, LLC
$2,000,000 $20,000,000
122
299
3
16 Enhanced $20,880,000 Capital Georgia,
Rural Fund, LLC
$200,000 $21,080,000
269
6
Georgia
$12,915,000 $7,150,000 $210,000 $20,275,000
54
Rural
Investment
Fund, LLC
6 Southeast $18,799,980 Community Development Fund X, LLC
$1,200,020 $20,000,000
169
6 Stonehenge $19,450,000 Georgia
Rural Fund, LLC
$550,000 $20,000,000
88
38
$90,044,980 $7,150,00 $4,160,020 $101,355,00
702
197
9
23
4
21
6
68
6
608
* Number of Counties
Agricultural investments were 23.78% of the total, or $24,105,000. By statute, at least 10% of total capital investments had to be in this industry sector, and at least 10% of agricultural investments had to be equity investments. There were $2,810,000 in equity investments, or 11.65%.
Healthcare was 7.45%, or $7,550,000 Manufacturing was 50.02% or $50,700,000 Transportation and Warehousing was 17.76% or $18,000,000 Other was .99% or $1,000,000. This was Soap Creek Marina in Lincolnton that was
attached to boat manufacturing and is used to showcase for boat sales Technology is not represented
4
Summary
CHALLENGES
The Rural Funds reported that investments in the technology industry were particularly challenging since they received very few inquiries from technology companies. The technology companies reviewed were difficult to underwrite since they were startups or early stage companies. Several of the Rural Funds were unfamiliar with the State and who to partner with or where to go to find the small businesses in need of capital, which slowed their deployment of GARJA funds. Restricting the size of eligible businesses to 250 employees or less was another challenge for the Rural Funds.
STRATEGIES
Rural Funds were surveyed regarding how they partnered with other economic professionals throughout the State to achieve their success with the first phase of the program. Some indicated success by partnering with Economic Developers and Chambers, local lunch and learns, local and state representatives and senators for referrals, and the University of Georgia Small Business Development Centers. Others mentioned proprietary relations or direct calling with little assistance from economic professionals. Several mentioned that the most helpful leads came from DCA and commented that the credibility of DCA was the most effective tool they had to get the word out regarding the GARJA Program. DCA worked diligently with local regional representatives to promote GARJA, making it a top priority to discuss at all speaking engagements and meetings with local development authorities in rural areas of eligibility. Regional representatives referred small businesses to the Rural Funds in hopes that they could make their investments in their communities. Open communication among the Rural Funds and DCA has been essential to the success of the program, to date. DCA continues to market the program on behalf of the Rural Funds.
Most of the Rural Funds made the reporting process much easier by submitting their initial detailed reports on each investment as the investment was made instead of waiting until the end of the initial two-year deployment period to submit them. This enabled DCA to monitor the progress of the program over the initial deployment period, as well as generate the initial statistics for management more quickly. The Initial Reports then verified the grand totals and provided compliance certifications necessary to satisfy statute requirements.
5
Summary, continued
SUCCESSES
DCA determined the Rural Funds deployed the initial $100 million of capital investments in compliance with the rules and regulations of the program. In one instance, a Rural fund was able to revolve investments before the initial deployment date deadline. Another Rural Fund found it necessary to add their own investments to make a project work to the advantage of the small business. Four of five of the targeted industry sectors had significant job creation. Please refer to Pages 10-12 for the Location and Industry Sector of Eligible Businesses Receiving GARJA Investments along with the Pie Chart of Investments by Industry Sector on Page 13 and a Map of Investment Activity in Georgia on Page 14. DCA observed that almost all of the GARJA investments were first lien investments with turn-down letters from local banks. Without the advantage of the GARJA Program, these small businesses would not have been able to secure any financing. The Rural Funds were able to provide affordable, patient capital at reasonable rates. The success of the GARJA Program has gotten the attention of other states. DCA has received calls to discuss the details of the GARJA Program from states working to establish a similar, successful program.
A DCA website is available for other states to view along with the contact information of the Rural Funds.
https://www.dca.ga.gov/community-economic-development/incentive-programs/ georgia-agribusiness-rural-jobs-act
The website has been helpful to market to all development authorities and professional economic developers throughout Georgia.
6
GARJA's Certified Capital Received and Initial Reporting Status
GARJA Rural Fund
Amount of Certified Capital Received
Appalachian Fund I, LLC
$20,000,000
Enhanced Capital Georgia Rural Fund, LLC Georgia Rural Investment Fund, L.L.C. Southeast Community Development Fund X, L.L.C. Stonehenge GA Rural Fund, LLC Total Invested in GARJA
$20,000,000 $20,000,000 $20,000,000 $20,000,000 $100,000,000
Initial Amount of Certified Capital Deployed
Initial Reporting
$20,000,000 $21,080,000
In Compliance In Compliance
$20,275,000
In Compliance
$20,000,000
In Compliance
$20,000,000
In Compliance
$101,355,000
Schedule of Tax Credits Granted
GARJA Rural Fund
Tax Credits Authorized 2020
Appalachian Fund I, LLC
$3,000,000
Enhanced Capital Georgia Rural Fund, LLC Georgia Rural Investment Fund, L.L.C.
$3,000,000 $3,000,000
Southeast Community Development Fund X, L.L.C. Stonehenge GA Rural Fund, LLC
$3,000,000 $3,000,000
Total Tax Credits Authorized for 2020 $15,000,000
7
Qualified Investments in Eligible Businesses
GARJA Rural Fund
Appalachian Fund I, LLC
Investment Name of Business Date
12/31/19
Eagle Railcar Services
Appalachian Fund I, LLC
12/31/19
Elixir Extrusions, LLC
Appalachian Fund I, LLC
6/17/20
Appalachian Fund I, LLC
6/17/20
Amount of Certified Capital Invested
FarmGrowth Management Services, LLC
Gordon Switching Company
Amount of Certified Capital Invested
$6,500,000 $6,500,000 $2,000,000
$5,000,000
$20,000,000
Enhanced Capital Georgia Rural Fund, LLC
12/12/18
Enhanced Capital Georgia Rural Fund, LLC
10/30/19
Enhanced Capital Georgia Rural Fund, LLC
5/20/20
Enhanced Capital Georgia Rural Fund, LLC
1/7/19
Enhanced Capital Georgia Rural Fund, LLC
7/2/19
Enhanced Capital Georgia Rural Fund, LLC
4/10/20
Enhanced Capital Georgia Rural Fund, LLC
4/30/20
Enhanced Capital Georgia Rural Fund, LLC
2/21/20
Enhanced Capital Georgia Rural Fund, LLC
4/17/19
Enhanced Capital Georgia Rural Fund, LLC
3/8/19
Enhanced Capital Georgia Rural Fund, LLC
4/10/20
Enhanced Capital Georgia Rural Fund, LLC
9/17/18
Enhanced Capital Georgia Rural Fund, LLC
6/4/20
Enhanced Capital Georgia Rural Fund, LLC
12/12/19
Enhanced Capital Georgia Rural Fund, LLC
3/29/10
Enhanced Capital Georgia Rural Fund, LLC
3/20/20
Amount of Certified Capital Invested
Blackdirt Farm Management, $2,000,000 LLC
Blackdirt Farm Management, $587,850 LLC
Blackdirt Farm Management, $500,000 LLC
Cabinet Concepts
$1,500,000
Cabinet Concepts
$325,000
Cornucopia Farms Avera, LLC
Habersham Vintners, Inc.
$345,000 $800,000
Highline Structures, LLC
$1,500,000
Horton Cargo Haulers, LLC $2,000,000
Keith Griffin Farms
$1,800,000
Lake Country Brewing, LLC $250,000
Luther Griffin Farm
$3,800,000
Luther Griffin Farm
$1,072,150
Second Century AG, LLC
$3,000,000
Soap Creek Marina & Resort, $1,000,000 LLC
White Oak Pastures, Inc.
$600,000
$21,080,000
8
Qualified Investments in Eligible Businesses
GARJA Rural Fund
Investment Date
Georgia Rural Investment Fund, L.L.C.
5/15/19
Georgia Rural Investment Fund, L.L.C.
5/15/20
Georgia Rural Investment Fund, L.L.C.
5/29/19
Georgia Rural Investment Fund, L.L.C.
6/25/19
Georgia Rural Investment Fund, L.L.C.
4/9/20
Georgia Rural Investment Fund, L.L.C.
12/27/19
Amount of Certified Capital Invested
Name of Business
Bhugesh Investments, LLC Bhugesh Investments, LLC Georgia Earth and Pipe, LLC Hellman-Chang, LLC Revive Milling, LLC Soteria Solar Services, LLC
Amount of Certified Capital Invested
$2,960,000 $2,300,000 $2,320,000 $2,595,000 $3,600,000 $6,500,000 $20,275,000
Southeast Community Development Fund X, L.L.C.
Southeast Community Development Fund X, L.L.C.
Southeast Community Development Fund X, L.L.C.
Southeast Community Development Fund X, L.L.C.
Southeast Community Development Fund X, L.L.C.
8/21/19 6/17/20 5/15/20 11/1/19 3/13/19
Southeast Community Development Fund X, L.L.C.
12/10/20
Amount of Certified Capital Invested
1115 Smith OpCo LLC
Cady Bag Company LLC
GAXtracts LLC
Global Environmental Enterprises, LLC Meridian Holdings Group, Inc. & Danimer Scientific Holdings, LLC StruXure Outdoor, Inc.
$4,250,000 $5,000,000 $2,000,000 $500,000 $6,500,000
$1,750,000 $20,000,000
Stonehenge GA Rural Fund, LLC Stonehenge GA Rural Fund, LLC Stonehenge GA Rural Fund, LLC Stonehenge GA Rural Fund, LLC
6/10/20 12/20/19 4/26/19 1/17/20
Stonehenge GA Rural Fund, LLC 3/25/19
Stonehenge GA Rural Fund, LLC 11/16/20 Amount of Certified Capital Invested
CFactor Leasing Corp.
$4,100,000
Custom Structures, Inc.
$5,100,000
Door Kraft Products, Inc.
$5,500,000
Georgia Dental Management, $3,300,000 LLC
Holton Cattle & Consulting, $1,500,000 LLC
Conner Holdings, LLC
$500,000
$20,000,000
Total GARJA Certified Capital Deployed $101,355,000
9
Location and Industry Sector of Eligible Businesses Receiving GARJA Investments
GARJA Rural Fund
Enhanced Capital Georgia Rural Fund, LLC Southeast Community Development Fund X, L.L.C. Stonehenge GA Rural Fund, LLC
Enhanced Capital Georgia Rural Fund, LLC
Stonehenge GA Rural Fund, LLC
Appalachian Fund I, LLC
Georgia Rural Investment Fund, L.L.C. Georgia Rural Investment Fund, L.L.C. Georgia Rural Investment Fund, L.L.C.
Enhanced Capital Georgia Rural Fund, LLC Enhanced Capital Georgia Rural Fund, LLC Enhanced Capital Georgia Rural Fund, LLC Southeast Community Development Fund X, L.L.C.
Stonehenge GA Rural Fund, LLC
Enhanced Capital Georgia Rural Fund, LLC Enhanced Capital Georgia Rural Fund, LLC
Enhanced Capital Georgia Rural Fund, LLC Enhanced Capital Georgia Rural Fund, LLC Enhanced Capital Georgia Rural Fund, LLC
Business Name County
Highline Structures, LLC
Cady Bag Company LLC
CFactor Leasing Corp.
White Oak Pastures, Inc.
Appling Atkinson Bryan Clay
Conner Holdings, LLC.
Clinch
Elixir Extrusions, LLC Coffee
Soteria Solar Services, LLC
Georgia Earth and Pipe, LLC
Hellman-Chang, LLC
Coffee Dawson Dawson
Keith Griffin Farms Decatur
Luther Griffin Farm Decatur
Luther Griffin Farm Decatur
Meridian Holdings Group, Inc. & Danimer Scientific Holdings, LLC
Georgia Dental Management LLC
Lake Country Brewing, LLC
Second Century AG, LLC
Decatur
Dodge Greene Irwin
Blackdirt Farm Management, LLC
Blackdirt Farm Management, LLC
Blackdirt Farm Management, LLC
10
Jefferson Jefferson Jefferson
2017 NAICS*
321992 339999 333120 11211
113310 331318
493110 327320 337122
112111 112111 112111 339999
621210 312120 115114
115116 115116 115116
NAICS Title/Sector
Prefabricated Wood Building Manufacturing All Other Miscellaneous Manufacturing Construction Machinery Manufacturing Beef Cattle Ranching and Farming, including Feedlots Logging
Other Aluminum Rolling, Drawing, and Extruding General Warehousing and Storage Ready-Mix Concrete Manufacturing Nonupholstered Wood Household Furniture Manufacturing Beef Cattle Ranching and Farming Beef Cattle Ranching and Farming Beef Cattle Ranching and Farming All Other Miscellaneous Manufacturing
Offices of Dentists
Breweries
Postharvest Crop Activities (except Cotton Ginning) Farm Management Services Farm Management Services Farm Management Services
Location and Industry Sector of Eligible Businesses Receiving GARJA Investments
GARJA Rural Fund
Enhanced Capital Georgia Rural Fund, LLC
Stonehenge GA Rural Fund, LLC
Business Name County 2017 NAICS*
Cornucopia
Jefferson 11141
Farms Avera, LLC
Custom Structures, Inc.
Laurens 332311
Enhanced Capital Georgia Rural Fund, LLC
Southeast Community Development Fund X, L.L.C.
Soap Creek Marina & Resort, LLC
StruXure Outdoor, Inc.
Lincoln 713930 Lumpkin 33232
Stonehenge GA Rural Fund, Holton Cattle & Mitchell 112111
LLC
Consulting, LLC
Georgia Rural Investment Fund, L.L.C.
Bhugesh
Morgan 336320
Investments, LLC
Georgia Rural Investment Fund, L.L.C.
Bhugesh
Morgan 336320
Investments, LLC
Appalachian Fund I, LLC
Southeast Community Development Fund X, L.L.C. Enhanced Capital Georgia Rural Fund, LLC
FarmGrowth Management Services, LLC GAXtracts LLC
Cabinet Concepts, LLC
Morgan 115116
Oconee 111421 Putnam 337110
Enhanced Capital Georgia Cabinet
Rural Fund, LLC
Concepts, LLC
Putnam 337110
11
NAICS Title/Sector
Food Crops Grown Under Cover Prefabricated Metal Building and Component Manufacturing Marinas
Ornamental and Architectural Metal Products Manufacturing Beef Cattle Ranching and Farming Motor Vehicle Electrical and Electronic Equipment Manufacturing Motor Vehicle Electrical and Electronic Equipment Manufacturing Farm Management Services
Nursery and Tree Production Wood Kitchen Cabinet and Countertop Manufacturing Wood Kitchen Cabinet and Countertop Manufacturing
Location and Industry Sector of Eligible Businesses Receiving GARJA Investments
GARJA Rural Fund
Business Name County
Stonehenge GA Rural Fund, Door Kraft
LLC
Products, Inc.
Putnam
2017 NAICS* 337110
Enhanced Capital Georgia Horton Cargo
Rural Fund, LLC
Haulers, LLC
Putnam
336214
Southeast Community
1115 Smith OpCo Thomas
Development Fund X, L.L.C. LLC
623312
Southeast Community Development Fund X, L.L.C.
Georgia Rural Investment Fund, L.L.C.
Global Environmental Enterprises, LLC
Revive Milling, LLC
Washington 326199 Washington 115114
Enhanced Capital Georgia Rural Fund, LLC Appalachian Fund I, LLC
Habersham Vintners, Inc.
Eagle Railcar Services
White
111332
Wilkinson 488210
Appalachian Fund I, LLC
Gordon Switching Company
Wilkinson 488210
NAICS Title/ Sector Wood Kitchen Cabinet and Countertop Manufacturing Travel Trailer and Camper Manufacturing Assisted Living Facilities for the Elderly All Other Plastics Product Manufacturing Postharvest Crop Activities (except Cotton Ginning) Grape Vineyards
Support Activities for Rail Transportation Support Activities for Rail Transportation
*NAICS is the North American Industry Classification System
12
Georgia Agribusiness and Rural Jobs Act
Investments by Industry Sector in 23 Counties (as of 6/30/2020)
Key:
Manufacturing: $50,700,000 Agricultural: $24,105,000 Transportation & Warehousing: $18,000,000 Healthcare: $7,550,000 Other: $1,000,000
Total Amount: $101,355,000
.99%
17.76%
23.78%
50.02%
7.45%
13
Georgia Agribusiness and Rural Jobs Act Program
Investment Activity as of 6/30/2020
GARJA Loan Totals
Dade
Catoosa Whitfield
Fannin
Towns Rabun Union
Under $1 million
Walker Chattooga
Murray Gilmer
Gordon
Pickens
Lumpkin WhiteHabersham
(1)
Stephens
Dawson
(2)
Hall Banks Franklin Hart
$1 - $4 million $4 - $8 million $8 - $12 million
Floyd
Bartow Cherokee Forsyth
Over $12 million
Jackson Madison Elbert
Polk Paulding Cobb
Gwinnett Barrow Clarke Oglethorpe
Haralson Carroll Heard
Douglas
DeKalb
Oconee
Walton
(1)
Wilkes (2)
Fulton
Rockdale
Clayton
Newton
Morgan (3)
Greene Taliaferro
Lincoln (1)
Columbia
Henry
McDuffie
Fayette
Warren
Coweta
Spalding
Butts
Jasper
Putnam (4)
Hancock Glascock
Richmond
GARJA non-eligible GARJA eligible
Troup
Meriwether
Pike Lamar Monroe
Jones Baldwin
Jefferson Washington (4)
Upson
(2)
Harris
Talbot
Bibb
Wilkinson
Crawford
Twiggs
Johnson
Burke Jenkins Screven
Muscogee ChattahoocheeMarion
Taylor
Peach
Houston Bleckley
Macon
Laurens (1)
Emanuel
Treutlen
Candler
Bulloch
Effingham
Schley
Stewart Webster Sumter
Quitman Randolph Terrell Lee
Dooly Crisp
Pulaski Wilcox
Dodge (1)
Montgomery
Wheeler (1)
Toombs
Evans
Tattnall
Telfair
Bryan (1)
Turner
Ben Hill
Jeff Davis Appling (1)
Liberty Long
Chatham
Clay (1) Calhoun
Dougherty
Worth
Irwin (1) Tift
Coffee (2)
Early
Baker
Miller
Seminole Decatur (4)
Mitchell (1)
Colquitt
Atkinson
Berrien
(1)
Cook
Grady (1)
Thomas (1)
Brooks
Lanier
Clinch (1)
Lowndes Echols
Bacon
Wayne
Pierce
McIntosh
Ware
Brantley
Glynn
Charlton
Camden
14