The Courtney Group, Incorporated is a private investment firm with a focus on business services, chemical, consumer, distribution, financial services, healthcare, manufacturing, and technology. We have invested in 25 companies since 1999. We are different from some other buyers in that (1) we are flexible about the size of our investment -- from $1 million to $200 million in equity, and (2) that we can own a business for 20 years or more.We seek control and non-control equity investments in businesses with EBITDA of $2 million to $50 million. We often acquire businesses from founders seeking…
Newbury Franklin is an acquirer and builder of businesses operating in niche markets, with loyal customers, high revenue retention, and sustainable cash generation potential. We are differentiated by our credibility as business leaders, not just investors. We leverage a proven organizational approach to drive organic and inorganic growth.We are industry agnostic but dogmatic about the business model and industry characteristics that we seek out, investing only in opportunities that satisfy our key criteria. We have deep experience both facilitating leadership transitions and partnering with…
Tide Rock is a holding company that acquires a controlling interest in differentiated business-to-business companies in the lower middle market ($2-10M EBITDA for platforms). The firm is managed by experienced operators and finance professionals who have scaled businesses in various industries.We approach investment with a long-term perspective and with the goal of growing earnings while making regular distributions to all stakeholders.In partnering with Tide Rock, companies gain access, as needed, to our shared back-office team, which includes outsourced accounting & finance, talent…
SummaryEmpowered Ventures is an employee-owned diversified holding company. We seek to acquire successful lower middle market companies led by a selling owner who cares deeply about their employees and the future for the business. All the employees join our employee ownership program as part of the transaction.About UsEmpowered Ventures buys closely held businesses with track records of success. We invest long term without any intention of selling. Employees join our ownership program, accruing value over time based on the combined performance of our operating companies.Empowered Ventures was…
Star Equity Holdings is a publicly traded diversified holding company with a private equity strategy. We are seeking to become a "Berkshire-Hathaway" type company in the Microcap space. We are currently looking for acquisitions and scale, and are looking across a variety of sectors as well as both public and private businesses.
We're looking to acquire family-owned, well established businesses with $500k to $3mio of EBITDA. Our focus is to invest in profitable companies that have been in business for several years, have an established customer base, don't require significant effort or a large team to operate, and have good margins. We’re initially self funded, but with the objective to partner with investors on multiple acquitions and building a $100mio Holding company in 10 years.
Purpose Group is a holding company that will acquire and operate recurring revenue service businesses in the Southeast, implementing our Purpose Playbook, tech enablement, and an ethos of doing good to fuel long-term, profitable growth.
Founded in 1985, The Anderson Group is an operationally-oriented private equity firm focused on acquiring control positions in middle market companies. Senior professionals at Anderson each have between twenty and thirty years of operational experience in various businesses and industries. Anderson seeks to pursue those transactions where our operational and strategic insights can be leveraged to create significant capital appreciation. Investing our own committed capital for over twenty-five years, The Anderson Group is not burdened with a rigid, short-term return focus and has the freedom…
Cornerstone Capital Holdings is a private investment firm seeking acquisition opportunities in the lower end of the middle market. Formed in 2000 with offices in Los Angeles and Philadelphia, our goal is to acquire controlling interests in leveraged buyout transactions throughout the continental United States.Our primary focus is to acquire low-tech manufacturing and industrial service companies with adjusted operating profits ranging from $1 million to $10 million annually.Ideal acquisition candidates will have: either a niche product or differentiating service;be operating in a mature,…
Charter Oak Equity and its predecessor funds have invested in private equity since 1992. We focus on niche manufacturing, packaging, medical products & services, specialty chemicals, consumer products and financial services companies ranging in size from start up to $150 million enterprise value. To date, over $500 million in control-oriented capital has been invested in 30 portfolio companies through over 50 acquisitions.The general partners average over 10 years of private equity experience having previously worked together at Charter Oak Capital Partners. Prior to joining Charter Oak,…
DFS is a PE Owned holding company actively looking to acquire distribution (non-food), technology, and manufacturing companies in and around the foodservice, hospitality, and beverage space. We have 5 distribution facilities across the U.S. and are looking for acquisitions which expand our presence and/or present opportunities in tangential spaces.
RAF was founded in 1979, with an executive team whose average tenure is greater than 20 years with the firm. Since inception, our focus has been on partnering with strong founders and/or management teams that present a unique vision and strong values. Our small group of value-added in investors, have a permanent commitment to our enterprise. All of our equity capital is fully recyclable.We have a long-term vision and have held a number of our portfolio companies for 10+ years. Our company structure eliminates the need for short-term realization due to liquidity requirements. Our financing is…
Davenport Capital Management, LLC (“DCM”) is a private advisory and investment firm focused on advising, acquiring, managing and growing privately-held businesses. DCM partners with profitable companies that possess a strong industry presence, or a defensible niche position, and are poised to benefit from growth through capital investments, operational efficiencies and/or add-on acquisitions. DCM maintains a cohesive, multi-faceted team with deep operational and finance experience coupled with meaningful industry relationships. The team reflects a differentiated combination of skill-sets…
Lynx Equity buys small and medium-sized businesses from owners looking to retire. With our buy-and-hold strategy in mind, we seek to acquire businesses with long track records of stability in industries that will continue to thrive. Explore our portfolio of businesses in North America, Denmark and the UK.
What does Sweetview Partners do? We arrange for fair Texas small business sales, install new management, sales, and processes, and grow them to the next level.In short, we operate the Texas small businesses that we acquire with an eye to growing sales and profits to the next stage. Generally, that means that we put in someone knowledgeable in your small business' industry as a General Manager, we give him or her an ownership stake in the business, and s/he grows it to the next level.
PE Management Group is a holding company firm focused on small to medium-sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post-acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders.
Western Capital Resources (WCR) is a publicly traded holding company based in Omaha, Nebraska. WCR is focused on growing through the acquisition of established lower middle market businesses with up to $100 million in sales. WCR is industry agnostic and targets leaders in niche industries or geographies as well as opportunistic purchases of businesses that WCR can improve operationally. WCR has a particular interest in situations involving companies facing succession dilemmas, corporate divestitures and businesses in out-of-favor industries. Current holdings include companies in the…
Helio Next is a private holding company that is focused on acquiring & operating scalable businesses. We are mostly industry agnostic when considering potential opportunities, but our current focus is on organizations with sustainable, long-term operations in the following categories: industrial manufacturing, equipment manufacturing, coatings & specialty chemical manufacturing, industrial services, coatings services, aftermarket automotive, and niche e-commerce. We look to leverage our wide range of relevant industry relationships and a growing network of internal resources to strengthen…
Samsara Management is a Miami-based alternative asset management firm that invests in small and mid-sized companies, in the United States and Japan, through leveraged buyouts, recapitalizations and growth equity investments. The company invests in a wide variety of industries and sectors that include real estate as well as educational services, retail, advertising, and recreational vehicles. Samsara has an investment strategy that is both prudent yet dynamic and works in close collaboration with the management team to develop significant operational and growth strategies.
We are investors in small- and medium-sized infrastructure, industrials and digital infrastructure services businesses. We are targeting deal sizes in the $5 - 50MM range. We are backed by family offices and institutional investors. Our partnership is comprised of investors and operators. Our firm is comfortable acquiring 100% of a firm or sellers maintaining a minority stake and becoming a part of the partnership. We love working with passionate founders who believe in their firms' future!
