Private Investment Firm | Equity & Direct Lending

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20+ Years

Since Firm's Inception

200+ Years

of Combined Experience

150+

Closed Investments

SOURCE CAPITAL'S
Investment Strategy

Since our founding in 2002, we have closed more than 150 investments while employing a patient, long-term approach to value creation across our portfolio. Our approach to investing centers around collaborative partnerships with entrepreneurs, founders/owners, private equity investors and independent sponsors seeking a hands-on capital partner.

View Our Portfolio

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FOCUSED
Expertise

Since our founding 20+ years ago, we have remained consistently focused on investing in and supporting lower middle-market companies. This requires a unique skillset and perspective that is only gained through years of dedicated focus, reflection, trial and error and a humble appreciation for the challenges and opportunities of a growing business.

TAILORED SOLUTIONS TO FUEL
Growth

Every company, partnership and capital solution is unique. We employ a collaborative and creative approach when structuring our investments to ensure every company enjoys the strategic and financial resources necessary to accelerate growth.

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FORGING LONG LASTING
Partnerships

Our partnerships with entrepreneurs, founders/owners, private equity investors and independent sponsors provide tailored support, access to growth capital, and strategic guidance. We empower our partners to achieve their vision and drive sustainable growth through shared efforts and mutual trust.

I have chosen to work with Source on four recent CHIEF Capital investments - the partnership we have built is critical as we navigate the opportunities and challenges of building leading lower middle-market companies. The team at Source brings a valuable and diverse skillset that is constructive for us as we pursue new deals as well.

Mike Shein

Managing Partner of Chartwell Investments Entrepreneur & Founder Capital (CHIEF Capital)

Since partnering with Source Capital I've been able to grow my company significantly, more than quadrupling its EBITDA and achieving a rollover value that now exceeds my company's original value. The Source Capital team is tremendous! They are not just finance people; instead, they bring a business building mindset that we are together leveraging to quickly and effectively scale our company. And, along the way, we're having a ton of fun!

Vijay Tanamala

Founder & Executive Chairman of BlueAlly

Source has provided capital for two of our recent multi-unit platform investments. They rolled up their sleeves to provide a creative, flexible structure to not only finance the initial platforms but support the ongoing buildout of these businesses with additional capital. We value and appreciate our relationship with Source which goes back many years, and I can't overstate the trust we have developed during that time.

Stockton Croft

Eagle Merchant Partners

1 The endorsement above was not provided by a current client or investor. Source Capital does not provide compensation for any endorsements, however the entity providing the endorsement receives compensation through a business relationship with Source Capital. Therefore, the entity has an incentive to provide a favorable endorsement.

WE ARE SOURCE CAPITAL
Where Partnerships, Growth & Expertise Unite!

SOURCE CAPITAL'S
Investment Strategy