Carlson Private Capital Partners

Carlson Private Capital Partners is a private investment firm that deploys non-institutional, private, family capital into businesses with the potential for sustainable long-term value creation. The firm distinguishes itself from traditional private equity by offering flexible, patient equity capital and resources, free from short-term investment horizons and institutional constraints. They aim to provide a "third option" for owners and management teams who seek a partner committed to long-term growth and legacy enhancement, rather than a quick sale to a competitor or traditional private equity. Carlson Private Capital Partners focuses on profitable, industry-leading businesses across North America, with revenue targets typically between $50-500 million and EBITDA targets of $8-40+ million.

Carlson Private Capital Partners was founded in 2018 by the Carlson family, building upon a legacy of entrepreneurship that dates back to 1938. The firm was established to invest family capital in businesses that would benefit from a long-term, tailored approach to ownership transitions. The Carlson family's deep roots in family businesses and their commitment to values like integrity, leadership, and caring, as embodied in the "Carlson Credo," underpin the firm's investment philosophy. This heritage drives their mission to support employees and communities, extending beyond mere financial transactions to enhance legacies and accelerate business growth.

Carlson Private Capital Partners has made investments across various sectors. Notable portfolio companies include AZ Wire & Cable, a distributor in the wholesale industry, and AMAG Technology, a global leader in high-security access control and identity management solutions, particularly serving critical infrastructure sectors like data centers and healthcare. Other investments include Quantum Design Oxford, specializing in electronic equipment and instruments, Thermo Systems, which provides building automation and security solutions, and Millennium, another company in the distribution/wholesale sector. The firm has also invested in consumer-focused businesses like Lakeshirts/Blue 84, an apparel company, and Pattern, an e-commerce marketplace platform.

The investment team at Carlson Private Capital Partners brings collective experience in investing several billion dollars of capital across various industries and business cycles. Their professionals possess backgrounds in both family business ownership and institutional investing, allowing them to understand the broader impact of business decisions on people, communities, and legacies, beyond just financial reports. The team includes key members such as Andy Cantwell (CEO and Managing Partner), Taylor Moore (Partner), and Jared Brown (Managing Director), among others. This blend of family business insight and investment expertise enables them to act as facilitators and resources, complementing management teams to foster growth and leverage a global network.