Socius Capital

Socius Capital, LLC is a private equity firm established in 2005, with its headquarters in Tampa, Florida, and additional offices in Sun Valley, Idaho; San Francisco, California; and Denver, Colorado. The firm specializes in investments related to partnership disputes, generational transitions, and management-led buyouts, focusing primarily on middle-market companies. Socius Capital provides mezzanine financing and typically invests between $3 million and $15 million in debt and equity, targeting companies with a minimum EBITDA of $1.5 million. The firm is particularly interested in sectors such as manufacturing, distribution, business services, industrial services, and healthcare services, while avoiding investments in startups, turnarounds, real estate, and traditional retail. Socius Capital often seeks a majority or minority ownership stake, may acquire equity directly from departing shareholders, and usually holds investments for four to six years before exiting through an outright sale or repurchase by partner shareholders.