Flywheel Ventures is a venture capital firm based in Santa Fe, New Mexico, that specializes in seed and early-stage investments in the information technology and physical sciences sectors. The firm targets ventures in areas such as software, software-as-a-service, semiconductors, mobile computing, and clean technology, with a particular emphasis on solutions addressing global challenges. It primarily invests in companies located in the Midwest and Southwestern regions of the United States, focusing on states like New Mexico, Colorado, and Arizona, while also considering opportunities in California. Flywheel Ventures typically makes initial investments ranging from $50,000 to $1 million and aims for a follow-on funding ratio of at least 3:1. The firm prefers to take a lead investor role and often seeks a board seat in its portfolio companies. Established in 1999, Flywheel Ventures positions itself as a catalyst for developing a world-class technology center in the Southwest/Rockies region.
Cottonwood Technology Fund is a venture capital firm that specializes in early-stage investments, targeting disruptive technologies and innovative startups. Founded in 2009 and headquartered in Los Alamos, New Mexico, the firm focuses on sectors such as healthcare, nanotechnology, robotics, advanced materials, and clean energy, among others. Cottonwood seeks to invest in startups primarily located in the Southwestern United States and Northern Europe, particularly in regions bordered by Phoenix, Denver, and Austin. The firm typically invests between $1 million and $3 million in its portfolio companies and prefers to secure a board seat to actively participate in the management and growth of these businesses. With additional offices in El Paso, Texas, Santa Fe, New Mexico, and Enschede, The Netherlands, Cottonwood aims to foster innovation and support high-tech, patent-based startups across its investment landscape.
Sun Mountain Capital is a private equity firm based in Santa Fe, New Mexico, founded in 2006. The firm is composed of senior professionals with extensive experience in private equity, dating back to 1981. Sun Mountain Capital focuses on creating value through fund advisory activities and direct investments in promising companies across the United States. The principals have a strong background, with prior roles at notable financial institutions such as Credit Suisse First Boston and Morgan Stanley. As an advisor to pension plans and other program sponsors, the firm develops customized private equity programs by analyzing key success factors across various investments and tailoring solutions to meet specific investment goals.
Kickstart Fund is a seed-stage venture capital firm located in Salt Lake City, Utah, focused on supporting technology-related companies in the United States. Established in 2008, Kickstart aims to foster the growth of promising businesses in Utah and the Mountain West by offering not only financial investment but also access to a network of resources and expert guidance. The firm has successfully invested in over 100 companies since its inception, emphasizing its commitment to nurturing innovation and entrepreneurship in the region.
OneTen° Capital, formerly known as NMA Ventures, is a venture capital firm focused on seed and early-stage companies and startups. The firm is industry agnostic, although it does not invest in biotechnology and pharmaceutical sectors. OneTen° Capital typically targets high-technology enterprises and seeks companies with strong teams, significant market growth potential, a solid portfolio of intellectual property, and a clear path to market. The firm is particularly committed to investing in women-led startups as well as founders from underrepresented backgrounds and ethnicities. OneTen° Capital primarily focuses its investments in companies located in New Mexico and the Rocky Mountain region, including Arizona, Utah, and Colorado. Founded in 2018 and based in Albuquerque, New Mexico, the firm aims to foster innovation and support diverse entrepreneurial talent.
Wellington Management Company LLP, founded in 1928 and headquartered in Boston, Massachusetts, is a prominent investment management firm providing comprehensive solutions to institutional clients worldwide. The firm specializes in a diverse range of investment strategies, including equity, fixed income, multi-asset, and alternative investments, tailored to meet the unique return and risk objectives of its clients. Wellington Management employs a collaborative approach, leveraging proprietary research and analytical tools to identify opportunities and manage risks across global capital markets. The firm caters to a wide array of clients, including sovereign institutions, endowments, foundations, wealth managers, and insurance companies, spanning more than 50 countries. With a focus on long-term investment principles, Wellington Management fosters independent thought and debate within its teams, ensuring that resources are effectively utilized to deliver consistent results. The firm also emphasizes environmental, social, and governance (ESG) considerations in its research and investment processes, engaging with companies on key ESG topics.
JPMorgan Chase is a prominent financial holding company headquartered in New York, offering a wide range of financial services globally. The firm operates through various segments, with its Investment Bank division providing essential investment banking products and services. These include advising clients on corporate strategy and structure, facilitating capital raising in both equity and debt markets, and offering risk management solutions. Additionally, JPMorgan Chase engages in market-making activities for cash securities and derivative instruments, along with prime brokerage services and research. Established in 1799, the company has a long history in the financial sector and continues to serve a diverse clientele with comprehensive banking and financial solutions.
Verge Fund is a venture capital firm established in 2003 that focuses on early-stage investments in high-growth ventures in New Mexico. The fund targets seed-stage companies, particularly those in the life sciences, technology, and renewable sectors, providing support even when business plans are still in development. With a strong emphasis on identifying emerging opportunities in the region, Verge Fund leverages the extensive experience of its principals, who have a combined 43 years of involvement with entrepreneurial companies in New Mexico. Their background includes work in laboratories, universities, and various successful venture capital firms, equipping them with the knowledge and connections to navigate the local business landscape effectively.
Tailwater Capital is a private equity firm based in Dallas, Texas, founded in 2013. The firm specializes in investing in midstream and upstream oil and gas companies, focusing on the middle market within the energy sector. Tailwater's principals bring significant experience in providing growth equity capital, having invested over $1 billion in domestic energy ventures over the past 14 years. The firm's diverse portfolio includes investments in companies such as BlackBrush Oil & Gas, TexStar Midstream Services, Petro Waste Environmental Partners, Align Midstream Partners, and Pivotal Petroleum Partners. Tailwater Capital is also a Registered Investment Adviser, highlighting its commitment to regulatory compliance in its investment activities.
New Mexico Community Capital, LLC is a private equity and venture capital firm established in 2004 and based in Albuquerque, New Mexico. The firm specializes in providing early and growth capital to small businesses, particularly those in rural and underserved areas of New Mexico. It focuses on sectors such as avionics, cleantech, energy, healthcare, information technology, water, food and agriculture, and sustainable energy. New Mexico Community Capital typically invests between $0.5 million and $1 million per portfolio company, with a preference for firms that have been operational for at least two years, employ more than five people, and have generated at least $0.5 million in sales over the past year. The firm seeks to be a lead investor and often takes a board seat in its portfolio companies, aiming for exits through sales, IPOs, or other recapitalization strategies. It avoids investing in sectors such as gambling, liquor, and real estate. At least 40 percent of its investments are made outside the larger metropolitan areas of Albuquerque, Santa Fe, and Los Alamos.
ABQid, founded in 2014, is an early-stage venture capital firm based in New Mexico that focuses on healthcare and technology companies. It offers a twelve-week accelerator program designed to rigorously mentor entrepreneurs, emphasizing customer discovery and validation. The program aims to help startups develop validated business models and prepare them for funding opportunities. By fostering a strong sense of integrity, accountability, and communication among entrepreneurs, ABQid seeks to enhance the local economy and contribute to the growth of a vibrant entrepreneurial ecosystem in Albuquerque.
Blue Sage Capital, L.P. is a private equity firm based in Austin, Texas, founded in 2003. The firm specializes in investing in smaller middle-market companies across various industries, including industrial, distribution, business services, healthcare, manufacturing, energy, consumer, and media. Blue Sage primarily targets established and profitable businesses with revenues ranging from $20 million to $125 million and cash flows between $3 million and $12 million at the time of investment. Typical investments range from $20 million to $40 million, with the possibility of co-investing for larger transactions. The firm seeks to acquire minority, majority, or control positions in its portfolio companies and aims for board representation. Investments are usually held for five to eight years, utilizing equity, coupon-bearing securities, and occasionally subordinated debt with warrants. Blue Sage Capital manages over $250 million across two funds and operates additional offices in Albuquerque, New Mexico.
CHRISTUS Health is a nonprofit healthcare organization based in the United States, providing a wide array of medical services through various facilities, including community hospitals, long-term care centers, and outpatient clinics. Its comprehensive healthcare offerings encompass specialties such as cancer care, diabetes management, digestive health, emergency services, heart care, and rehabilitation, among others. CHRISTUS Good Shepherd Medical Center operates as a subsidiary, with locations in Longview, Marshall, Kilgore, Carthage, Gladewater, and Henderson, Texas. The organization emphasizes a patient-centered approach, tailoring healing experiences to meet the individual needs of patients and their families. Founded in 1998, CHRISTUS Health has expanded its reach beyond the U.S. to include operations in Chile, Colombia, and Mexico, reflecting its commitment to serving diverse communities.
Psilos Group Managers, LLC is a venture capital firm founded in 1998 and headquartered in New York, with additional offices in California, New Mexico, and Massachusetts. The firm specializes in investments in mid to later stage healthcare companies, focusing on healthcare services, healthcare information technology, and medical technology, including devices and diagnostics. Psilos typically invests between $8 million and $15 million per deal, with a total investment expectation of $20 million to $25 million over the life of an investment. The firm aims to take lead or co-lead positions in financing rounds, primarily targeting the second or third rounds of institutional investment. Psilos actively seeks to partner with experienced management teams and aims to support companies that have the potential to transform the healthcare sector through innovative services and technologies. By leveraging its extensive network of industry relationships, Psilos strives to enhance the strategic development of its portfolio companies, fostering their growth and facilitating successful liquidity events.
The New Mexico State Investment Council is responsible for managing New Mexico's $20 billion permanent endowment, which includes three trust funds: the Severance Tax Permanent Fund, the Land Grant Permanent Fund, and the Tobacco Settlement Fund. Established in 1988 and based in Santa Fe, the Council oversees an endowment fund with approximately $15 billion in assets. It employs various alternative investment strategies, including buyouts, international private equity, mezzanine financing, and venture capital, committing between $5 million and $30 million per partnership. The fund aims for a net internal rate of return that exceeds the S&P 500 by 400 to 600 basis points, with a maximum allocation of about $720 million to alternative investments. The Council distributes over $750 million annually, primarily supporting public education programs and benefiting taxpayers in New Mexico. Its investment portfolio is diversified across various asset classes, including US equity, non-US equity, private equity, real estate, fixed income, and cash.
Scout Ventures is an early-stage venture capital firm based in New York, founded in 2009. The firm specializes in seed-stage investments in North American companies focused on frontier technologies, including drones, robotics, autonomous mobility, cybersecurity, and software as a service (SaaS). With additional offices in Washington, D.C., Scout Ventures seeks to support capital-efficient businesses led by experienced entrepreneurs. The firm leverages its established networks across the government, military, and intelligence sectors to identify and nurture startups founded by individuals with military and intelligence backgrounds. By cultivating innovative technologies, Scout Ventures aims to contribute to a safer and better world while facilitating exponential growth for its portfolio companies.
Invencor, founded in 1997 by Debra R. Guerin Beresini and D. Kirk B. Westbrook, is a California-based asset management firm that specializes in equity and debt investments across the United States. The firm leverages over a century of combined experience in operations and finance, focusing on the needs of early-stage companies from seed to mezzanine stages. Both principals have a rich background in the technology sector, having previously worked at Silicon Valley Bank, where they gained expertise in serving pre-profit, early-stage technology companies backed by venture capital. Invencor provides strategic direction and guidance to its clients, utilizing extensive personal contacts and established relationships within target markets. The firm also collaborates with Santa Fe Venture Partners, enhancing its capabilities with additional executive-level experience in financing and operations of high technology companies. Invencor's hands-on approach supports its portfolio companies, particularly in New Mexico, where its partners actively engage with local firms to foster growth and development.
Mountain Pacific Venture Partners is a venture capital firm founded in 2018, specializing in early-stage investments primarily in the life sciences and biotech sectors. Based in the United States, the firm focuses its investments in the Mountain and Southwest regions, particularly Arizona, Nevada, and New Mexico, as well as in South Korea. Mountain Pacific Venture Partners aims to partner with innovative thinkers in the medical field to drive advancements that improve patient outcomes, reduce healthcare costs, and enhance overall quality of life.
Capstone Partners, L.L.C. finances start-up and early stage companies in the following sectors: technology, retail, real estate, oil and gas, and services. Capstone Partners, L.L.C. focuses on start-ups, but it will consider established businesses seeking growth and acquisition capital. The firm's equity placements range from $25,000 to $1 million. Capstone Partners, L.L.C. primarily invests in the southeastern United States and Mexico. Capstone Partners, L.L.C. is based in Portland, Oregon and has additional office in Seattle, Washington.
DBL Partners LLC is a private equity and venture capital firm specializing in impact investments in startups, early venture, mid to late stage, growth capital, as well as later stage investments. The firm invests across all industries with a focus on clean technology, water purification, energy, outsourced business services, media, renewable energy, smart grid technology, healthcare, sustainable products and services, specialty consumer products and services, and information technology. It targets companies that prioritize local hiring, employee development and, hire local women and minority suppliers and contractors and also address issues such as pollution and waste reduction. It invests in companies in Western United States that have operations in or within five miles of one of the many low and moderate income areas of the ten-county San Francisco Bay Area. It typically invests between $1 million and $10 million. It seeks to invest in companies that can enable social, environmental, and economic improvement in the regions in which they operate. The firm invests as a lead or a co-investor. DBL Partners LLC was founded in 2003 and is based in San Francisco, California with an additional office in Palo Alto, California.
Village Ventures, Inc. is a Massachusetts-based venture capital firm that focuses on seed and early-stage investments primarily in the media and financial services sectors. Established in 1999 and headquartered in Williamstown, Massachusetts, the firm also has offices in Bloomington, Indiana; New York, New York; and Denver, Colorado. Village Ventures typically invests between $0.5 million and $5 million in companies based in the United States, with a particular emphasis on regions such as New England, Florida, New Mexico, Western Massachusetts, and Central Indiana. The firm targets companies with revenues under $10 million for early-stage investments and those with no revenues for seed investments, aiming to acquire at least 20% equity in each company. Village Ventures often seeks to co-invest with established groups known to the firm. However, it is important to note that Village Ventures is no longer actively investing.
Sorenson Capital is a Utah-based investment firm founded in 2003, specializing in growth-focused investments in the United States. With over $1 billion in capital under management, the firm engages in venture capital, growth equity, and small- to middle-market buyout investments. Sorenson Capital aims to support companies at various stages of development, providing financial resources and strategic guidance to help them scale. Additionally, the firm operates Sorenson Ventures, established in 2017, which concentrates on early-stage investments in the software and security sectors. This division is staffed by experienced entrepreneurs and industry veterans, typically investing up to $15 million throughout the lifecycle of its investments. The initial funding for Sorenson Capital's first fund was provided by the James LeVoy Sorenson family.
Camino Real Capital Partners, LLC is a private equity firm based in Santa Fe, New Mexico, that focuses on strategic acquisitions in the United States, particularly in New Mexico. The firm targets innovators and emerging technologies, emphasizing transformative technology, medical device and life science advancements, as well as service providers in the energy sector. It typically invests between $0.25 million and $10 million in transactions valued from $0.5 million to $50 million. Camino Real Capital Partners seeks to support companies that have limited access to private investment, providing essential capital to foster growth and innovation.
Rand Capital Corporation is a business development company based in Buffalo, New York, that specializes in private equity investments. The firm focuses on providing equity and debt financing to lower middle market and small to medium-sized privately held companies, particularly those engaged in innovative products, technologies, or services. It primarily invests in sectors such as healthcare, consumer products, manufacturing, software, and professional services. Rand Capital targets companies with annual revenues up to $10 million and EBITDA up to $5 million, typically investing between $0.5 million and $1.5 million, with total investment rounds ranging from $1 million to $5 million. The firm seeks to be a lead investor and prefers to take minority stakes while aiming for a board seat in its portfolio companies. Rand Capital generally holds its investments for five to seven years and emphasizes opportunities in the Western and Upstate New York region, as well as areas within a three to five-hour drive from Buffalo, including parts of Canada. Established in 1969, Rand Capital combines venture capital with management expertise to foster business growth.
Next Point Capital Corporation is a private equity firm based in Henderson, Nevada, established in 2010. The firm specializes in investments in the lower middle market, focusing on leveraged buyouts, equity, and turnaround opportunities. It targets small and medium-sized businesses, particularly in sectors such as food service, aerospace, industrial parts distribution, art publishing, and brand management. Next Point Capital typically invests between $1 million and $5 million in companies located in the Western United States, with a preference for those generating over $10 million in revenue and having an enterprise value ranging from $5 million to $15 million. The firm employs a strategy of taking control ownership in its portfolio companies, offering long-term, patient capital to support working capital needs, acquisitions, and recapitalizations. In its debt investments, Next Point Capital focuses on senior, subordinated, and uni-tranche loans, while its equity investments encompass change-in-control transactions, restructurings, and distressed sales.
Bravo Equity Partners is a Texas-based private equity investment firm established in 2002. The firm specializes in providing equity capital to small and mid-market companies, with a particular emphasis on opportunities within the rapidly growing U.S. Hispanic market. Bravo collaborates with strong companies and experienced managers to build businesses that capitalize on attractive market prospects. With a collective background of over 70 years in transactions and more than 20 years of experience specifically in the Hispanic market, the firm leverages this expertise to enhance the value of its portfolio companies. Bravo has invested approximately $400 million in various private equity transactions, focusing on sectors such as financial services, consumer goods, retail, and technology across the United States and Mexico.
Breakwater Management LP is a private investment firm based in Los Angeles, California, focusing on direct investments in the lower middle market. The firm specializes in providing growth capital, recapitalizations, buyout and acquisition financing, and various forms of debt and equity investments, including senior secured loans, mezzanine financing, and preferred equity co-investments. Breakwater targets companies with annual sales ranging from $10 million to $150 million, particularly in sectors such as healthcare, food and beverage, branded consumer products, specialty retail, media, and software services. The firm typically invests between $2 million and $30 million in equity financing and $5 million to $25 million in credit financing, with a preference for transactions in the United States, particularly California and the Western U.S. Breakwater aims to partner with management teams and owners to facilitate growth and is known for its flexibility in structuring deals across various capital levels. Founded in 2009, Breakwater Management brings both capital and expertise to help propel its portfolio companies forward.
MedVenture Associates is a California-based private equity firm, established in 1986, that focuses on early-stage investments in healthcare and medical technologies across North America. The firm, formerly located in Lincoln, specialized in identifying and funding innovative companies within the medical device, medical information technology, pharmaceutical, and biotechnology sectors. Throughout its operation, MedVenture Associates managed multiple venture capital funds aimed at supporting companies engaged in healthcare devices, life sciences, and related manufacturing. Although it has closed all its funds as of December 31, 2017, the firm played a significant role in fostering advancements in medical practice by investing in entrepreneurs and technologies poised to transform the healthcare landscape.
Red Rock Ventures is a venture capital investment firm based in Palo Alto, California, specializing in seed and early-stage investments in information technology companies. The firm manages approximately $220 million in committed capital and focuses primarily on sectors such as IT services, software, and technology, media, and telecommunications. Red Rock Ventures aims to support innovative companies in the United States, leveraging its expertise to foster growth and development within the technology landscape.
Chilton Capital Management LLC is an employee-owned investment management firm based in Houston, Texas, with an additional office in Santa Fe, New Mexico. Established in 1996, the firm primarily serves high net worth individuals, families, endowments, foundations, retirement plans, trusts, charitable organizations, and corporations. Chilton Capital Management manages separate client-focused equity, fixed income, and balanced portfolios, investing in the public equity and fixed income markets of the United States. The firm employs a blend of fundamental, technical, and cyclical analysis to inform its investment strategies, which emphasize a tailored approach to meet the unique needs of its clients.
Sheridan Production Company, founded in 2006 and headquartered in Houston, Texas, is a private equity firm specializing in the acquisition and exploration of oil and gas assets. The company engages in buyout investments primarily within the oil and energy sector across the United States. Since its establishment, Sheridan has focused on identifying and managing opportunities in the oil and gas industry, contributing to the development and optimization of energy resources.
Founded in 2008, Gorge Holdings is a private equity firm based in Portland, Oregon. The firm seeks to invest in lower middle-market companies. The firm prefers to invest in the light manufacturing and distribution industries.
Marwit is a California-based private investment firm founded in 1962, specializing in the lower middle market. The firm collaborates with management teams to develop industry-leading companies, primarily focusing on mid-market businesses with EBITDA ranging from $4 million to $20 million. Since 1994, Marwit has completed over 50 buyouts, recapitalizations, and growth equity investments. The firm currently manages $200 million in equity capital for its limited partners and is actively investing from its second institutional fund. Marwit owns 11 businesses that collectively generate approximately $600 million in revenue and employ around 2,000 people across 17 states and three countries. As one of the oldest private equity firms in the Western United States, Marwit is recognized for its extensive experience and commitment to building successful companies.
BlueStone Venture Partners is a life science venture capital fund investing in entrepreneurial companies. The fund provides strategic capital and support to early-stage life science companies, primarily in Series A and Series B equity rounds. It focuses on medical devices, health IT, advanced materials, and molecular diagnostics. Mara Aspinall and Thomas Nickoloff launched the venture capital fund in Tucson, Arizona in 2018.
DVSM, LLC is an Oregon-based investment firm founded in 1991 that specializes in managing equity capital for lower mid-market companies across the Western United States. With a focus on collaboration, DVSM aims to work closely with the management of the companies it invests in, leveraging its expertise and resources to support their growth and development. The firm currently manages funds with over $925 million in equity capital, positioning itself as a significant player in the investment landscape.
Freeport-McMoRan Inc. is an international mining company headquartered in Phoenix, Arizona, that focuses on the exploration and extraction of mineral properties primarily in North America, South America, and Indonesia. The company's main resources include copper, gold, molybdenum, and silver, alongside oil and gas operations. Key assets comprise the Grasberg minerals district in Indonesia and various mining operations in the United States, including Morenci, Bagdad, Safford, and several others in Arizona, as well as sites in New Mexico and Colorado. Internationally, Freeport-McMoRan operates the Cerro Verde mine in Peru and the El Abra mine in Chile. As of late 2019, the company reported significant mineral reserves, including 116 billion pounds of copper and nearly 30 million ounces of gold. Founded in 1987, Freeport-McMoRan has developed a diverse portfolio in both mining and energy sectors.
AllegisCyber is a private investment firm based in San Francisco that focuses on the technology sector in the United States. Originally part of AVI Capital, AllegisCyber became independent in 1995. The firm manages the AllegisCyber Growth Fund, located in Palo Alto, which specifically targets investments in the cybersecurity sector, aiming to support growth and expansion within this crucial industry.
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.
Appian Ventures Inc. is a venture capital firm based in Littleton, Colorado, that focuses on investing in early to late-stage technology and software companies. The firm specializes in real-time enterprise applications and virtual enterprise management software, targeting sectors such as knowledge management, eCommerce, business process optimization, and supply chain management. Additionally, it invests in areas related to application management and network management. Appian Ventures typically invests between $500,000 and $5 million, with initial investments generally ranging from $1 million to $2 million. The firm primarily focuses on companies located in the Western United States, aiming to enhance business performance through the strategic use of network connectivity.
Pacific Venture Group is a private equity and venture capital firm that specializes in early and expansion-stage investments, focusing primarily on the healthcare and information systems sectors. The firm invests in companies at various stages, from startups to leveraged buyouts and recapitalizations. Its investment areas include healthcare information technology, medical devices, biopharmaceuticals, and healthcare services. In healthcare information technology, Pacific Venture Group emphasizes infrastructure solutions and clinical quality improvement. In medical devices, it targets unmet therapeutic needs and cost-effective solutions. The biopharmaceutical investments focus on drug delivery and discovery, while healthcare services investments involve new care delivery models and outsourcing. Operating nationwide with a focus on the Western United States, the firm typically invests between $2 million and $5 million, with the potential for up to $10 million over the life of a company. For seed-stage companies, investments can start at $250,000. Founded in 1995, Pacific Venture Group is headquartered in Encino, California, with an additional office in Irvine.
Fontis is an investment management firm established in 2005 that focuses on late venture and buyout investments primarily in North America. The firm targets early-stage and mid-market companies within the consumer goods and media sectors, particularly those serving the Hispanic, Latino, and Asian markets in the Western United States. Fontis invests between $5 million and $15 million per transaction in companies generating revenues of $10 million to $70 million. The firm has a diverse investment approach that includes sectors such as ethnic media, financial services, and food-related businesses, with an emphasis on Spanish-language media and consumer credit companies. While it aims to support minority-market enterprises, the companies it invests in do not necessarily have to be minority-owned.
Stanton Road Capital is a Los Angeles-based investment management firm focused on select commercial real estate and private equity strategies. SRC is an entrepreneurial investor that brings a disciplined, institutional approach to underwriting, structuring, and managing its investments. They focus on underserved segments of the middle-market and aim to create lasting value for their private and institutional capital partners.
Tullis Growth Fund II, managed by Tullis Health Investors, is a venture capital fund established in 2019 and based in Palm Beach Gardens, Florida. The fund specializes in providing growth capital to small and emerging companies primarily within the healthcare sector. It focuses on areas such as healthcare technology systems, medical supplies, pharmaceuticals, biotechnology, and healthcare distribution. Tullis Growth Fund II typically invests between $0.25 million and $10 million in companies that have established operations or are in advanced stages of product development. The firm aims to support businesses across various stages, from startups to late-stage ventures, with a strong emphasis on the U.S. market, particularly in regions such as the Midwest, Michigan, Connecticut, Alabama, Albuquerque, and New Mexico. Founded in 1986, Tullis Health Investors has cultivated a reputation for its targeted investments in healthcare and biotechnology industries.
Unique Investment Corporation is a financial firm based in Huntington Beach, California, founded in 1993. The firm specializes in private equity and focuses on investing in small and middle-market companies located in the western United States. In addition to its private equity activities, Unique Investment also offers consulting and financial planning services, as well as opportunities in real estate investments.
Arable Capital Partners, LLC is a private equity firm established in 2016, with headquarters in Bellevue, Washington, and an additional office in Bakersfield, California. The firm specializes in management-led buyouts within the food and agriculture sectors, focusing on areas such as logistics, storage, and agricultural inputs. Arable Capital primarily invests in companies based in the Western United States and prefers longer hold periods, typically 15 years or more, for both majority and minority investments. The firm emphasizes a local and entrepreneurial approach to agriculture investing, leveraging an experienced team with access to capital for substantial transactions.
Greybull Stewardship, LP is a private equity investment fund based in Jackson, Wyoming, focused on acquiring and holding outstanding businesses rather than pursuing quick exits. The fund targets companies in the software, non-financial services, and technology, media, and telecommunications (TMT) sectors, specifically those with an EBITDA value between 1 million and 3 million USD. Greybull Stewardship aims to provide stable, long-term ownership that fosters the financial performance and competitive advantages of its portfolio companies, allowing them to grow and thrive over time.
McCarthy Capital, founded in 1986 and headquartered in Omaha, Nebraska, is a private equity firm that focuses on investing in lower mid-market companies across various sectors in the United States. The firm targets businesses in financial services, consumer goods, technology, and business services, including technology-enabled solutions such as software and IT services. With an additional office in Boston, McCarthy Capital seeks opportunities in distressed and growth equity investments, aiming to support companies that demonstrate potential for development and value creation. As a Registered Investment Adviser, the firm is committed to navigating the complexities of the investment landscape while fostering growth in its portfolio.
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