Socius Capital

Socius Capital, LLC is a private equity firm established in 2005 and headquartered in Tampa, Florida, with additional offices in Sun Valley, Idaho, San Francisco, California, and Denver, Colorado. The firm specializes in investing in middle-market companies, focusing on sectors such as manufacturing, distribution, business services, industrial services, and healthcare. Socius Capital primarily targets companies with capital needs ranging from $3 million to $15 million and a minimum EBITDA of $1.5 million. It does not engage in investments related to startups, turnarounds, real estate, or traditional retail. The firm offers mezzanine financing and seeks to be a majority or minority shareholder, often acquiring equity from departing shareholders or through leveraged recapitalization. Socius Capital typically aims to hold investments for four to six years, seeking a board seat and exiting through an outright sale or repurchase of equity by company or partner shareholders.