Aretex Capital Partners

Aretex Capital Partners, established in 2018, is a global private equity firm headquartered in New York with an additional office in London. The company focuses on mid-market investments, primarily in North America and Europe. Aretex partners with experienced management teams and entrepreneurs, aiming to create value by facilitating access to international markets and driving sustainable business growth. The firm's investment preferences include the energy, financial services, consumer products, consumer services, and healthcare sectors.

David Badham

Director and Partner

Sergio D’Angelo

Director

Andrew Feller

Co-Founder and Managing Partner

8 past transactions

Next Evolution Options Strategies Investments

Private Equity Round in 2024
NEOS Investments specializes in options-based investment strategies, focusing on generating high monthly income through Exchange Traded Funds (ETFs). The company offers a range of ETFs that aim to provide tax-efficient income by investing in the constituents of major indices like the S&P 500 and Nasdaq-100. NEOS Investments employs data-driven call option strategies to enhance income potential for investors. The firm emphasizes careful consideration of investment objectives, risks, charges, and expenses associated with ETFs.

VettaFi

Venture Round in 2023
VettaFi is a finance company that provides investment advice, indexing, and distribution services, primarily aimed at financial advisors, asset managers, and institutional investors. The company specializes in offering data, analytics, and interactive online tools that facilitate research and innovation in the investment space. With a focus on enhancing the capabilities of its clients, VettaFi delivers comprehensive index research and exchange-traded funds (ETFs) research services, enabling clients to effectively scale their businesses in a competitive market.

ETFLogic

Venture Round in 2021
LOGICLY is a cloud-hosted, web-based platform that automates, simplifies, and streamlines portfolio management with a custom-indexing hybrid approach that uses ETFs and single stocks to diversify exposures. Investors, financial advisors, and portfolio managers get institutional-caliber ETF and fund screening tools, investment policy alerts, rebalancing notifications, and trade ideas to improve cost, performance, risk, and potential tax liability.

Building Energy

Private Equity Round in 2018
Building Energy, headquartered in Italy, is a renewable energy producer that operates as a vertically integrated, multi-technology independent power producer. It generates electricity from diverse sources including wind, solar, hydro, and biomass, offering this power under long-term revenue contracts. The company actively pursues new and innovative power-generation opportunities to expand its production base, aiming to create sustainable value for its customers, shareholders, and the communities it serves.

Surgical Specialties

Private Equity Round in 2018
Surgical Specialties is a global medical device company that specializes in high-performance wound closure products and surgical knives. The company manufactures a range of surgical tools, including microsurgical knives, sutures, and knotless tissue-closure devices, which are utilized in various medical fields such as dental, ophthalmic, plastic surgery, dermatology, orthopedics, urology, microsurgery, and trauma care. Surgical Specialties employs a multi-channel sales strategy, offering both its own branded products and OEM and private label lines. The company operates in multiple countries, including the United States, China, the United Kingdom, Germany, and Mexico, along with additional global sales and administrative offices, enabling it to effectively meet the increasing demand for precision surgical devices.

Alerian

Acquisition in 2018
Alerian is an independent provider of Master Limited Partnership (MLP) and energy infrastructure market intelligence. Its benchmarks, including the flagship Alerian MLP Index (AMZ), are widely used by industry executives, investment professionals, research analysts, and national media to analyze relative performance. As of April 28, 2017, over $18 billion is directly tied to the Alerian Index Series through exchange-traded funds and notes, separately managed accounts, and structured products.

ROBO Global

Venture Round in 2018
ROBO Global is a venture capital investment firm founded in 2013 and based in Dallas, Texas. The company focuses on investing in the sectors of robotics, artificial intelligence, and healthcare technology. By identifying and supporting innovative companies within these rapidly evolving fields, ROBO Global aims to capitalize on advancements that drive efficiency and improve outcomes in various industries.

ETF Trends

Venture Round in 2018
ETF Trends is a dedicated platform that provides comprehensive news and insights on exchange-traded funds (ETFs), aiming to educate financial advisors and investors. The team, composed of writers, editors, and financial experts, offers timely updates and actionable stories, ensuring users are informed about economic trends and specific ETFs. Through various digital mediums, including web articles, webcasts, research reports, surveys, and virtual summits, ETF Trends facilitates the integration of low-cost financial products into investment portfolios. The platform serves as a valuable resource for those seeking to navigate the evolving landscape of ETFs and enhance their investment strategies.
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