Tregaron Capital

Tregaron Capital is a private equity firm based in Palo Alto, California, focused on mezzanine debt and equity investments in small to mid-sized companies primarily located in the western United States. Established in 2001, the firm targets companies with enterprise values ranging from $6 million to $30 million and revenue levels between $4 million and $100 million, specifically seeking businesses with EBITDA between $1 million and $5 million. Tregaron Capital invests in various sectors, including business services, information technology, healthcare, franchising, and light manufacturing. The firm provides capital for acquisition financing, growth initiatives, leveraged recapitalizations, and management buy-outs, often taking a leading role as an outside equity investor and aiming for a majority stake in its portfolio companies. Tregaron typically invests between $1 million and $15 million, utilizing personal capital, balance sheet resources, and family office funds to support its investment strategy.

Todd Collins

Managing Director

Joseph (Joe) Li

Associate

JR Matthews

Managing Director

David Pickerd

Principal

John Thornton

Managing Director

Matthews, J. R.

MD

5 past transactions

Sculpture Hospitality

Private Equity Round in 2015
Sculpture Hospitality is a leader in hospitality inventory management, headquartered in Toronto, Canada. The company specializes in providing inventory management systems and related services tailored for bar and restaurant owners. Its offerings include liquor and food inventory systems, draft beer management programs, and sales and training products. By assisting in the detection and resolution of challenges throughout all phases of inventory management, Sculpture Hospitality enables clients to make informed decisions more efficiently. The company primarily operates in the United States, focusing on enhancing operational effectiveness for its customers in the hospitality sector.

TGaS Advisors

Acquisition in 2014
TGaS Advisors, LLC is a benchmarking and advisory services firm focused on the pharmaceutical, biotech, and life sciences sectors. Established in 2003 and headquartered in East Norriton, Pennsylvania, the company specializes in providing business strategy consulting across various domains, including contract management, digital marketing, executive commercial operations, and sales training. TGaS Advisors collects proprietary data and insights from industry users, offering a fact-based perspective and facilitating ongoing access to a network of peers. The firm serves a diverse clientele, including both established and emerging life sciences companies, and boasts a team of over 60 seasoned professionals with extensive experience in the industry. As of September 2018, TGaS Advisors operates as a subsidiary of Trinity Partners, LLC.

Prime Marketing Holdings

Acquisition in 2014
Prime Marketing is a financial services organization offers consumers better personal finance solutions. Prime Marketing was established in 2008. Over the years, Prime has continued to strive for excellence in customer experience, and has helped more than 100,000 consumers improve their financial situation.

UST

Acquisition in 2014
UST is a manufacturer and marketer of over-the-counter vitamins, dietary supplements, and homeopathic drug products, catering to both small and large companies. The company's diverse product offerings include multivitamins, herbal products, probiotics, and various forms of supplements such as capsules, tablets, and powder blends. Additionally, UST provides contract manufacturing services and multidisciplinary microbiological laboratory testing. Founded in 2000 and headquartered in Layton, Utah, UST also serves as a global digital transformation solutions provider. It partners with clients across multiple sectors, including healthcare, retail, and technology, delivering consulting, technology build, and managed services. With a workforce of over 26,000 employees in 25 countries, UST focuses on driving innovation and agility within organizations to enhance business value and impact.

Copeland Supply

Private Equity Round in 2013
Copeland Supply Co. has experienced in providing the very best drill pipe for the mining, oil, gas, water well, and foundational drilling industries. Copeland Supply is known for being the quality provider in the west. Our complete machine shop and repair services provide custom fabrication and fast turn-around to meet your needs. We currently supply drill pipe, blast hole drill pipe and drilling components to some of the largest mines in the world.