Socius Capital

Founded in 2005, Socius Capital is a private equity firm headquartered in Ketchum, Idaho, with offices in Denver and Tampa. It operates as an independent sponsor that invests in middle-market companies in the Southeast, Mountain States and Pacific Northwest, pursuing growth through acquisitions, recaps, and management-led buyouts, including transactions involving partnership disputes and generational transitions. The firm provides debt and equity financing, including mezzanine capital, and typically targets capital needs of 3 to 15 million with a minimum EBITDA of 1.5 million. It aims to take both majority and minority stakes, may acquire equity directly from departing shareholders, and can employ leveraged recapitalizations. Investments are generally held for four to six years, with exits via outright sale or repurchase by the company or selling shareholders. Sectors of focus include manufacturing, distribution and value-added distribution, business and industrial services (notably repair and maintenance), healthcare services, and other service-oriented industries within its regional footprint.