Milton Street Capital

Milton Street Capital, LLC is a private equity firm established in 2016 and based in Houston, Texas. The firm specializes in investing in lower middle market companies, focusing on sectors such as industrial, manufacturing, distribution, and services. Milton Street Capital targets businesses with enterprise values under $100 million and EBITDA ranging from $5 million to $20 million, often seeking majority stakes. The firm is particularly interested in opportunities that involve complex situations, operational improvements, and B2B models, while favoring investments in companies with limited technology or regulatory risks. With a preference for equity investments between $10 million and $50 million, Milton Street Capital aims to drive value creation in the firms it acquires, primarily within the United States and with a bias toward the southwest region.

Tim Bernica

Partner and Investment Committee Member

Francis Carr

Co-Founder, Managing Director, Investment Committee Member and Managing Partner

Robert Hogan Jr.

Managing Partner and Investment Committee Member

Bob Hogan

Managing Partner

Hunter Nelson JD

Co-Founder, Senior Partner and Investment Committee Member

Don Shaver

Senior Partner

Reid Shows

Vice President

3 past transactions

PurgeRite

Acquisition in 2023
PurgeRite is a contractor specializing in mechanical flushing and filtration services for water-based HVAC and geothermal systems. The company delivers turnkey flushing services designed to enhance the performance, efficiency, and durability of hydronic systems. In addition to mechanical flushing, PurgeRite offers geothermal purging, remediation, and consulting services, which collectively aim to improve the lifespan and reliability of these systems. By focusing on these critical services, PurgeRite helps clients achieve significant energy savings and maintain optimal operational performance.

Woodsage

Acquisition in 2021
Woodsage Corporation is a manufacturer specializing in steel tube fabrication and laser cutting, offering precision-engineered products for various industries. The company produces tapered and grooved steel rollers, which are essential components in conveyor systems used across material handling, automotive, motorcycle, and lawn and garden sectors. By focusing on high-quality fabrication, Woodsage enhances the performance and reliability of conveyor systems, catering to niche markets with tailored solutions. Additionally, the company supplies rollers for exhaust systems, further diversifying its product offerings.

IC Biomedical

Acquisition in 2020
IC Biomedical is a manufacturer of biomedical equipment and storage products, specializing in cryogenic technology. The company designs and produces a range of items, including cryobiological containers, storage dewars, nitrogen vapor shipping vessels, and liquid nitrogen cryostats. These products are essential for the research, laboratory, and medical industries, providing effective solutions for the storage and transportation of biological specimens. Through its innovative equipment, IC Biomedical aims to enhance the capabilities of storage facilities in these sectors.
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