Altamont Capital Partners

Altamont Capital Partners is a private equity firm based in Palo Alto, California, specializing in investing in change-intensive middle-market businesses. Founded in 2010, the firm manages approximately $500 million in capital and focuses on a diverse range of industries, including business services, financial services, industrials, healthcare, and consumer products. Altamont targets companies that face constraints in realizing their full potential, aiming to collaborate with management to implement strategic and operational changes. The firm typically invests between $15 million and $150 million in companies with EBITDA up to $100 million and enterprise values ranging from $50 million to $1 billion. Altamont seeks control or shared control positions in its investments and emphasizes partnerships with like-minded investors.

James Allen

Vice President

Richard Asprey

Operating Partner

Morgan Baylor

Senior Associate

Gene Becker

Operating Partner

Chase Beeler

Principal and Executive, Investment

Wyatt Brothers

Principal

Timothy G. Bruer

Operating Partner

Brian Samuel Cohen

Operating Partner

Claire Dennis

Senior Associate

Rebecca Deubler

Principal

Randall Eason

Co-Founder and Managing Director

Tony Faulkner

Operating Partner

Sam Gaynor

Managing Director

Jiahui Hu

Senior Associate

Shriya Iyer

Associate

Jim Kunihiro

Managing Director, Portfolio Operations

Jun Liang

Principal

Jordan Mallen

Vice President

Kevin Mason

Managing Director and Executive, Investments

Eddie Medina

Associate

Billy Medof

Operating Partner

Peter Meyerdirk

Managing Director, Capital Markets

Kabir Mundkur

Principal and Executive, Investment

Daniel Muth

Operating Partner

Chris Nicholson

Technology Partner

Richard Niu

Associate

David Odenath

Operating Partner

Wande Olabisi

Principal

Scott Olivet

Operating Partner

George Orlov

Operating Partner

Kelly Heape Parsons

Operating Partner

Carol Pereira

CFO

Jerome Rhodes

Operating Partner

Jesse Rogers

Co-Founder and Managing Director

Dan Rudolph

Operating Partner

Cole Schmitz

Associate

Keoni Schwartz

Co-Founder and Managing Director

Casey Shamma

Principal, Private Equity

William Shamma

Associate

Timothy Shanley Sr.

Operating Partner

Matt Sonnenblick

Senior Associate

Andrew Summerville

Senior Associate

Michael Xiao

Senior Associate

Salma Zavala

Associate

Joseph Zuk

Operating Partner

K.C. Moylan

Operating Partner

38 past transactions

Accelerant

Private Equity Round in 2022
Accelerant Holdings Ltd. is a wholesale insurance managing general agent (MGA) that primarily serves the small and medium-sized enterprise (SME) market. Founded in 2018 and headquartered in London, United Kingdom, the company operates as an underwriting group, focusing on a carefully selected and managed network of members. By providing tailored insurance solutions, Accelerant aims to address the unique needs of SMEs, fostering a strong support system within this sector.

Horizon Investments

Funding Round in 2021
Horizon Investments, LLC is an employee-owned investment manager based in Charlotte, North Carolina, founded in 1995. The firm specializes in modern goals-based investment management, offering a range of services to individuals, investment companies, pension plans, and other investment advisers. Horizon Investments manages equity, fixed income, and balanced mutual funds, employing a combination of fundamental and quantitative analysis. Its investment strategy incorporates both bottom-up and top-down stock selection, focusing on achieving clients' real-world financial goals. In addition to investment management, Horizon provides financial consulting and advisory services to a variety of financial institutions, independent advisors, brokers, and retirement plan sponsors. As of late 2021, Horizon operates as a subsidiary of Altamont Capital Management, LLC.

Intermix

Acquisition in 2021
INTERMIX is a multi-brand fashion retailer with a compelling and unique point-of-view. INTERMIX offers a curated mix of on-trend, irresistible pieces that celebrate each customer’s personal sense of style with an intimate, individualized approach at more than 30 boutiques across the United States and Canada and online at www.intermixonline.com. The assortment focuses on the most exciting fashion trends and the finest mix of emerging and established designers.

Wave Electronics

Private Equity Round in 2021
WAVE Electronics, Inc. is a consumer electronics distributor based in Houston, Texas, specializing in a wide range of audio, video, cable, control, commercial, network, and security products. The company offers an extensive selection of audio equipment, including amplifiers, speakers, receivers, sound bars, and accessories. Its video product line features screens, switchers, displays, and related equipment. Additionally, WAVE Electronics provides various cable products, control systems, commercial solutions, and security devices such as cameras and intrusion alarms. The company supports its customers with delivery, financial assistance, sales training, marketing, and inventory services. WAVE Electronics serves custom installation dealers, integrators, and showrooms primarily in the Eastern and Southern United States, as well as through online channels. Founded in 2002, WAVE Electronics operates as a subsidiary of AVAD LLC.

Kinetic Advantage

Private Equity Round in 2021
Kinetic Advantage is an independent floorplan finance company that specializes in serving independent auto dealers across the United States. Led by experienced industry veterans, the company emphasizes a customer-centric approach, offering an alternative to traditional financing providers. Kinetic Advantage is dedicated to helping its dealer partners succeed by providing them with innovative solutions and robust support. The company prioritizes transparent communication and aims to create an exceptional user experience for its partners and team members throughout their growth journey.

Cornerstone Advisors

Private Equity Round in 2020
Cornerstone Advisors brings some of the brightest and most seasoned professionals to the new world of banking. For more than 15 years, their team has focused on one goal: to deliver tangible business impact to their clients. Unlike any other firm in the banking and credit union industries, they have taken hundreds of clients from ambitious strategy to gritty execution and high performance. In a partnership with Cornerstone, clients can leverage their leading industry research and benchmarks, access their deep line of business and operational expertise and take advantage of their unmatched vendor and contract pricing knowledge. Armed with this deep information and expertise, their clients level the playing field against national banks and negotiating effective partnerships.

Topa Insurance

Acquisition in 2019
Topa Insurance Company is an insurance company specializing in wholesale brokerage services.

Accelerant

Private Equity Round in 2019
Accelerant Holdings Ltd. is a wholesale insurance managing general agent (MGA) that primarily serves the small and medium-sized enterprise (SME) market. Founded in 2018 and headquartered in London, United Kingdom, the company operates as an underwriting group, focusing on a carefully selected and managed network of members. By providing tailored insurance solutions, Accelerant aims to address the unique needs of SMEs, fostering a strong support system within this sector.

Juice Plus

Private Equity Round in 2018
Juice Plus+ is whole food based nutrition, including juice powder concentrates from 30 different fruits, vegetables and grains.

Bayou Companies

Acquisition in 2018
The Bayou Companies provides pipe coating and welding services.

Alamo Drafthouse

Private Equity Round in 2018
Alamo Drafthouse Cinemas, Ltd. operates a chain of movie theaters that combine film screenings with dining experiences. Founded in 1997 and headquartered in Austin, Texas, the company has expanded its presence across several states, including Texas, Virginia, Louisiana, Colorado, Michigan, Missouri, California, New York, Nebraska, and Arizona. Alamo Drafthouse is known for its commitment to high-quality film presentation and a diverse array of programming, making it a favored destination for movie enthusiasts. The theaters offer a full menu of food and beverages, along with gift cards and venue rental services, creating a unique environment where patrons can enjoy movies with cold beer and delicious meals. The brand has received numerous accolades for its innovative approach to cinema, highlighting its status as a beloved fixture in the film community.

Sequel Youth and Family Services

Private Equity Round in 2017
Sequel Youth and Family Services, LLC specializes in providing behavioral health services for children, adolescents, and adults facing various challenges. The organization develops and operates both residential and community-based programs tailored for at-risk and delinquent youth, addressing behavioral, emotional, and physical needs. Its offerings include outpatient counseling, therapeutic foster care, specialized treatment for sexual offenders, in-home support, and small group home programming for youth with mental and medical complications. Additionally, Sequel provides targeted case management for children, onsite therapeutic behavioral services, bio-psychosocial assessments, individual and family therapy, behavioral health assessments, psychiatric evaluations, and medical management. Through these comprehensive services, Sequel aims to support individuals facing mental health and substance use issues, fostering a path toward recovery and resilience.

Colorado Boxed Beef

Funding Round in 2017
Colorado Boxed Beef is a protein supplier in the southeast but has proudly become one of the suppliers of protein products in the U.S.

Maxi Canada

Acquisition in 2016
Maxi Canada Inc. is a Canadian company that specializes in the production and supply of processed and frozen chicken products. Established in 1970 and headquartered in Saint-Lin–Laurentides, it offers a range of items including chicken breast nuggets, patties, fries, rings, and teasers. Maxi Canada markets its products to grocery stores across the United States, Mexico, and Canada, emphasizing both taste and nutritional value in its offerings. As a significant player in the frozen food sector, the company is recognized for its commitment to quality and innovation in the processed chicken market.

Kuvare

Private Equity Round in 2016
Kuvare is committed to building insurance companies. They provide a combination of distribution, financing, and asset management solutions to unlock new growth at established platforms. Their goal is to amplify a company’s existing strengths and activate new areas for expansion. Kuvare is backed by investors with a history of building great businesses. They provide strategic support and substantial resources to help their companies pursue sustainable growth opportunities.

Planet Fitness

Acquisition in 2016
Planet Fitness, founded in 1992 in Dover, New Hampshire, is a prominent franchisor and operator of fitness centers, recognized for its expansive membership base and numerous locations across the United States and beyond. With over 1,000 facilities in 47 states, as well as in the District of Columbia, Puerto Rico, Canada, and the Dominican Republic, the company aims to improve lives by offering a quality fitness experience in a welcoming atmosphere known as the Judgement Free Zone®. Its business model comprises three main segments: franchising operations, corporate-owned stores, and equipment sales. While the franchise segment encompasses its operations across various countries, the corporate-owned segment is primarily focused on facilities in the U.S. and Canada, contributing significantly to the company’s revenue. More than 90% of its locations are independently owned and operated, reflecting Planet Fitness's commitment to empowering local entrepreneurs.

Access

Venture Round in 2016
Access is a full-service insurance managing general agency that serves the non-standard auto market through a network of independent insurance producers. The company provides full-service sales distribution, underwriting, policy administration, and claims to process for its insurance company partner. Founded in 1994, Access is headquartered in Atlanta, Georgia.

ACCESS

Acquisition in 2016
Access Insurance Company, founded in 1994, specializes in providing property and casualty automobile insurance programs through a network of independent insurance producers. The company focuses on delivering tailored insurance solutions to meet the diverse needs of its clients. In addition to its insurance services, Access offers a web-based platform designed to enhance real estate transactions. This platform aggregates various digital assets related to property listings, such as photos, virtual tours, floor plans, and videos, into a cohesive presentation. By leveraging technology, Access aims to streamline the home selling process and improve engagement with potential buyers, helping real estate professionals to effectively showcase their listings and strengthen their brand presence in a competitive market.

CHE Behavioral Health Services

Private Equity Round in 2015
CHE Behavioral Health Services, founded in 1995 and based in Brooklyn, New York, offers a comprehensive range of psychological services. These services include diagnostic assessments, individual and group psychotherapy, family therapy, behavior management, health and behavioral interventions, pain management programs, Alzheimer's screening, neuropsychological testing, and cognitive skills development. The organization caters primarily to skilled nursing homes, rehabilitation centers, long-term care facilities, community-based adult homes, assisted living centers, and adult day care centers, focusing on enhancing mental health care within these environments.

Cotton Patch Cafe

Acquisition in 2015
A scratch-made Southern food restaurant concept with 45 locations in Texas, Oklahoma and New Mexico

Hybrid Apparel

Venture Round in 2014
Hybrid is a complete and vertical operation; designing, merchandising, developing, sourcing, producing and distributing branded, licensed, generic and private label apparel to all tiers of distribution.

Renegade Brands

Private Equity Round in 2014
Renegade Brands, Inc. is a manufacturer of high-performance cleaning products based in Beachwood, Ohio, established in 2012. The company specializes in non-toxic and biodegradable solutions, including products designed to remove gasoline and diesel stains and odors from various surfaces, as well as laundry and commercial cleaning items. Renegade Brands is operated by a team of six athletes who emphasize integrity and passion in their approach to product development. Their offerings, such as Sweat X and Gas Off, are formulated to ensure exceptional performance without causing any adverse effects on human skin or the environment.

Brixton

Venture Round in 2014
Brixton, LLC is a retailer and manufacturer of streetwear apparel and accessories for both men and women, founded in 2004 and headquartered in Oceanside, California. The company's product range includes jackets, tops, tees, bottoms, jumpsuits, and swimsuits, alongside a variety of accessories such as hats, snapbacks, beanies, and scarves. Brixton sells its products through stockists worldwide and operates an online platform, making its lifestyle apparel accessible to a broad audience. The company is committed to providing quality clothing and accessories at competitive prices.

HUF

Funding Round in 2014
HUF is an apparel & fashion company providing footwear.

Legacy ER & Urgent Care

Funding Round in 2014
Legacy ER & Urgent Care is a hospital & health care company that offers emergency medical and urgent services.

Girl Distribution Company

Private Equity Round in 2014
Girl Distribution Company distributes skateboard hard goods, skateboard videos and films, and soft goods.

Cascade Windows

Debt Financing in 2014
Cascade Windows is a manufacturer specializing in high-quality vinyl windows and sliding glass doors for both residential and commercial sectors. The company provides a range of energy-efficient vinyl window options and various styles of sliding doors, catering to the needs of clients seeking customizable solutions for new construction and retrofit projects in the single and multi-family housing market.

Celestite

Private Equity Round in 2014
Celestite manages a general agency focused on the nonstandard auto insurance market. The company was founded in 2007.

Wunderlich Securities

Venture Round in 2013
Founded in 1996 in Memphis, Tennessee, Wunderlich is a full-service investment firm serving the needs of individuals, corporations and institutional clients through our wealth management, investment banking and capital markets divisions. Additionally, we offer inter-dealer institutional fixed income trading services through Fundamental Broker Inter-Dealer (FBI) and operate registered investment advisory subsidiaries. Our firm was ranked among the fastest growing private companies in America by Inc. Magazine from 2010 through 2013. In 1996, then 26-year old Gary Wunderlich coupled his investment banking background with an entrepreneurial vision when he acquired a small broker/dealer in Memphis, Tennessee, and launched Wunderlich Securities. During a time of broad consolidation among the larger, regional investment firms, Wunderlich sought to fill a void with his new venture. Initially, Wunderlich Securities focused only on serving individual investors in the Memphis area. But within two years, the industry took notice and Wunderlich’s Private Client Group welcomed a team of like-minded advisors in Houston, Texas, which became the firm’s first of many branch locations. By 2002, the firm was well-established with 60 experienced financial advisors. Over the next six years, Wunderlich expanded its reach into institutional sales, trading and research with the launch of its Fixed Income division, followed shortly by an Equity Capital Markets division. During this time, the firm’s growth and business model attracted the attention of Coil Investment Group, a Norwegian-based private equity and venture capital firm, which then became a financial partner in 2007. This investment fueled continued expansion for Wunderlich in the years ahead. As the Private Client Group added advisors and new locations in Tennessee and Michigan, the Equity division expanded into investment banking as a result of two banking boutique acquisitions. By 2011, the firm’s equity research effort had grown to 16 analysts following over 200 companies. Considered by this time a full-service financial services firm as a result of a broad offering of individual and institutional services, Wunderlich was recognized by Inc. Magazine as one of the fastest growing private companies of 2010. This honor was repeated again in 2011, 2012 and 2013 as the firm continued to chart steady growth across all divisions. By 2013, Wunderlich’s Private Client Group had surpassed 200 financial advisors with $8 billion in client assets. During that year, the firm received a second capital investment through Altamont Capital Partners, a California-based private equity firm with over $1 billion in capital. Yet another notable milestone was Wunderlich Investment Company’s 2015 acquisition of Dominick & Dominick, an esteemed firm with a history spanning more than a century on Wall Street. This group of advisors continues to serve high-net worth investors from offices in New York, Miami and Atlanta as a division of the Wunderlich Securities Wealth Management division. Within a few months, the firm also added a Dallas-based investment advisory firm, Fiduciary Financial Services of the Southwest, with over $400 million in assets under management to our company. At the conclusion of its 2015 fiscal year in June, Wunderlich had 500 associates working in more than 25 locations across 17 states to manage $10+ billion of client assets. As Wunderlich looks forward to the 20th anniversary of its founding, the firm is committed to the vision that has led to its success thus far – remaining ever diligent in its focus to serve Wunderlich's clients well.

Dakine

Acquisition in 2013
Dakine is an outdoor sports and lifestyle brand offering snow, surf and biking bags, backpacks, gear and accessories to outdoor enthusiasts.
Billabong International Limited is a company specializing in the marketing, distribution, and retail of apparel, accessories, eyewear, wetsuits, and equipment for board sports. Founded in 1973 and based in Burleigh Heads, Australia, the company offers a range of products under well-known brands such as Billabong, Element, RVCA, Kustom, Palmers, Honolua, Xcel, and Von Zipper. Billabong's merchandise includes surf, skate, and snow apparel, along with associated accessories and hardware. The company operates both physical retail outlets and an online e-commerce platform, distributing its products through specialized board sports retailers and its own branded stores. As of mid-2017, Billabong International managed 372 retail locations under various brand banners. In 2018, it became a subsidiary of Boardriders, Inc., further expanding its reach in the global board sports market.

Tall Tree Foods

Private Equity Round in 2013
Tall Tree Foods is a food holding company backed by Altamont Capital Partners. In June 2013, Tall Tree Foods acquired the Blue Ribbon Bacon and Sausage business in Southeast Texas, and Richard's Cajun Foods, a leading manufacturer of authentic sausage and ready-to-eat meals sold in Louisiana, Texas and other southeastern states. In May 2014, Tall Tree Foods acquired Klement's Sausage Company, a Milwaukee-based manufacturer of European-heritage meat products.

ModernHEALTH

Private Equity Round in 2012
ModernHEALTH is a largest independent providers of specialty pharmacy services. The company employs approximately 500 associates who provide comprehensive specialty pharmacy services including IVIG for patients who require IV-based therapies for autoimmune and primary immune deficiency diseases, and comprehensive medication management for HIV, Cystic Fibrosis, Transplant, Hepatitis C, Rheumatoid Arthritis and Dermatology.
MetaBank, its traditional retail banking operation; Meta Payment Systems, its electronic payments division; AFS/IBEX, its insurance premium financing division; and Refund Advantage, EPS Financial, and Specialty Consumer Services, its tax-related financial solutions divisions.

McGraw-Hill Education

Private Equity Round in 2012
McGraw-Hill Education provides learning solutions. It offers iBooks and mobile applications in the areas of science, mathematics, social studies, reading, languages, arts, music, college and career readiness, engineering, and professional development; and digital solutions, including online learning systems, e-books, digital curriculum, adaptive learning programs, and hybrid or blended learning solutions. The company also offers webinars and resources for K-12 educators. It offers its products and services in the areas of elementary and secondary education; advanced placement, honors, and electives; adaptive learning; intervention; supplemental education; adult basic education; and professional development. McGraw-Hill Education is based in Columbus, Ohio.

McLarens

Private Equity Round in 2011
McLarens, Inc. is a global provider of claims management, loss adjusting, pre-risk surveying, and auditing services, focusing on various sectors including property, aviation, casualty, technical services, marine, and agriculture. Established in 1931 and headquartered in Atlanta, Georgia, the company operates worldwide with offices in multiple regions, allowing it to deliver both consistent and localized services. McLarens specializes in managing a range of claims, such as property losses in hospitality, healthcare, and commercial sectors, as well as casualty claims covering liability and environmental issues. Additionally, it offers risk and asset management services for aviation, marine, and cargo, along with crime and specie loss adjustment. The company is recognized as the only global, employee-owned loss adjusting firm, with its adjusters bringing an average of over 20 years of experience, which enhances its reputation for delivering high-quality services. McLarens, previously known as McLarens Young International, rebranded in 2012 following its acquisition of Airclaims in 2014, further expanding its capabilities in the aviation sector.

Decor Holdings

Private Equity Round in 2011
The Robert Allen Group is a designer and marketer of decorative fabrics and furnishings to the interior design trade.

Byrider Service

Acquisition in 2011
We offer a full range of services to vehicle owners in Easton, PA. Our professionals know how to handle a wide range of car services. Whether you drive a passenger car or medium sized truck or SUV, our technicians strive to ensure that your vehicle will be performing at its best before leaving our service center.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.