About Us

Source Capital, LLC is a private investment firm which manages control equity investments and debt investments in U.S.-based lower middle market companies across a range of industries. We were founded in 2002 and are headquartered in Atlanta, GA.

Source Capital’s multi-family office approach to investing centers around: (i) patient capital; (ii) a focus on long-term value creation; (iii) collaborative partnerships with management teams and founders; and (iv) strategic and operational resources we bring to our portfolio companies. Our investment strategy targets healthy growing companies seeking a hands-on, growth-oriented partner.

Source Capital has completed investments across a broad selection of industries, including: business services, industrial services, niche manufacturing, technology-enabled services, transportation and logistics, consumer products & services, healthcare, and value-added distribution.

Equity

Structure

Preferred or common equity

Investment Type

Management-backed recapitalizations, corporate divestitures, growth financings

Size

Companies with EBITDA greater than $2 million

Direct Lending

Structure

Senior, unitranche and 2nd-lien debt

Investment Type

Growth capital, working capital expansion, refinancings & recapitalizations, management buyouts, independent sponsor transactions

Size

Investment sizes from $4 – 20 million

Source Capital focuses on providing flexible and creative capital solutions, both equity and debt, where we are a value-added strategic partner to our investment companies. Our valuable investment perspective is informed by a long and successful track record of focused investing in the lower middle market. We seek to achieve superior outcomes across all economic cycles where our years of experience, stewardship, resources and relationships will have a direct impact on the result of each investment.

Building Successful Long-Term Partnerships: Source Capital is committed to building successful long-term partnerships with our investors, investment companies, and colleagues based on mutual trust, respect, and collaboration.

Reputation for Fairness: Source Capital strives to be fair, polite, and prompt in all of our dealings with our partners, teams and deal sources.

Long and Successful Track Record in the Lower Middle Market: Since 2002, Source Capital has achieved a successful investment strategy focused exclusively in the lower middle market.

Experienced and Multi-Faceted Team of Professionals: Source Capital has assembled a team of talented professionals who bring diverse backgrounds of investing, capital markets and operating experience to the firm. The investment professionals have invested successfully through various economic cycles and market conditions.

Flexibility and Expediency: Investments are structured with the consistent goal of customizing open-minded solutions that achieve mutual objectives. Source Capital prides itself on being a nimble firm and being able to move quickly in any type of process.