SOURCE CAPITAL
Equity
30+
Equity Platform Investments
60+
Add-On Acquisitions
20+
Number of Realizations
Industry
Diversified
Geography
US and Selectively in Canada
Investment Structures
Preferred or Common Equity
EQUITY CAPITAL FOR
Lower Middle Market Businesses
Source Capital is a private investment firm that invests in lower middle market companies across a range of industries. Since our founding in 2002, we have made more than 90 equity platform and add-on acquisitions while employing a patient, long-term approach to value creation across our portfolio.
Target Business Profile
Asset light businesses with strong competitive positions in niche and/or fragmented industries
Strong regional businesses
Tech-enabled services and opportunities to develop new products and services
Opportunity for market consolidation through add-on acquisitions
Companies with re-occurring revenues, attractive cash flow characteristics and meaningful growth opportunities
Investment Types
- Management-backed leveraged buyouts
- Recapitalizations
- Buy & Build Platforms
- Growth Capital
- Corporate Divestitures
- Add-on Acquisitions
Business/ Industrial Services
Niche Manufacturing
Healthcare Services
Value-Added Distribution
Consumer Products and Services
Tech-enabled Services
Transportation Logistics
SOME OF OUR EQUITY
Industry Experience
Our firm specializes in providing equity investments to lower middle market companies across a diverse range of industries. We understand the unique challenges and opportunities that these companies face and work closely with management teams to help them achieve their growth and strategic objectives. By partnering with us, companies can access the capital and expertise needed to take their businesses to the next level. Our team has a proven track record of success and is committed to helping our portfolio companies succeed in today's competitive marketplace.
Hear From Our Partners1
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.