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Source Capital – 2018 Mid-Year Update

June 2018

We are pleased to provide the following mid-year update. We have closed five new investments during the first half of 2018, including three equity platforms and two debt investments. In addition, we had three successful realizations, and we completed the second close for Source Capital Credit Opportunities Fund III.

We look forward to connecting with you soon as we continue to seek new equity and debt investment opportunities.


Source Capital is a private equity firm that invests in mature, lower middle-market companies across a range of industries. Source Capital's investment strategy targets growing companies with greater than $2 million in EBITDA seeking a growth-oriented partner. Since its founding in 2002, Source Capital has made 22 equity platform investments, 34 add-on acquisitions and 20 debt investments. Source Capital has offices in Atlanta and San Francisco. To learn more about Source Capital or to discuss a new equity or debt investment opportunity, please reach out to a member of our investment team.

We are actively seeking new debt and equity investment opportunities. Please click below to learn more about our investment criteria:

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With Source Capital

Source Capital, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). However, registration as an investment adviser with the SEC does not imply a certain level of skill or training. This website is for informational purposes only and does not constitute a complete description of our investment services. Past performance is no guarantee of future results. Investing involves risk. Principal loss is possible. This website does not constitute an offer to sell or a solicitation of an offer to buy any security. Additional information about Source Capital, LLC and its affiliated investment advisers is available on the SEC's website at www.adviserinfo.sec.gov and in our Form ADV Part 2A Firm Brochure and Form ADV Part 2B Brochure Supplements.

Source Capital LLC

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