Aretex Capital Partners

Aretex Capital Partners is a private equity firm founded in 2018, with offices in New York and London. The firm specializes in investing in companies primarily located in North America and Europe, focusing on sectors such as energy, financial services, consumer products, consumer services, and healthcare. Aretex collaborates with entrepreneurs and management teams that have demonstrated success, aiming to enhance business value by facilitating access to international markets and promoting sustainable growth. As a Registered Investment Adviser, Aretex is committed to providing strategic support to its portfolio companies to help them thrive in a competitive landscape.

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
Italy-based renewable energy producer Building Energy.

Surgical Specialties

Private Equity Round in 2018
Surgical Specialties is a global medical device company specializing in high-performance wound closure products and surgical knives. The company manufactures a diverse range of surgical products, including microsurgical knives, sutures, and knotless tissue closure devices, which are utilized across various medical fields such as dental, ophthalmic, plastic surgery, dermatology, orthopedics, urology, microsurgery, and trauma. Surgical Specialties employs a multi-channel sales strategy that includes its own branded products alongside OEM and private label offerings. With operations in the United States, China, the United Kingdom, Germany, and Mexico, as well as additional global sales and administrative offices, the company is well-positioned to address 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 robotics, artificial intelligence and healthcare technology company.

ETF Trends

Venture Round in 2018
ETF Trends is a prominent provider of news and insights focused on exchange-traded funds (ETFs), aimed at educating financial advisors and investors. The company features a platform that delivers timely news stories and actionable content to help its audience stay informed about specific ETFs and broader economic trends. Through various digital mediums, including its website, webcasts, research, surveys, and virtual summits, ETF Trends empowers users to integrate low-cost financial products into their investment strategies. The dedicated team of writers, editors, and financial experts at ETF Trends works diligently to ensure that the latest developments in the ETF market are accessible and informative for its audience.
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