Palm Beach Capital Group

Palm Beach Capital is a prominent private equity investment firm established in 2001, primarily focusing on the capital needs of private, growth-oriented companies within the U.S. lower middle market. The firm's investment strategy typically involves buyouts and growth equity investments, targeting businesses with high cash flow in asset-light services and distribution sectors. Their areas of interest span a diverse range of industries, including healthcare, business services, logistics, value-added distributors, business process outsourcing, infrastructure, transportation, consumer products, technology, energy, construction and engineering, environmental services, and aerospace and defense.

Founded by Shaun McGruder and Nathan Ward, Palm Beach Capital has built a reputation for partnering with founders, business owners, and management teams to execute critical growth initiatives. The firm has a committed capital base, currently investing from its sixth fund, and emphasizes a playbook driven by a proprietary sourcing model, deep industry expertise, and thematic industry consolidation strategies. Their partners make significant personal commitments to each fund, aligning their interests closely with those of their Limited Partners.

Over its history, Palm Beach Capital has made numerous investments across various sectors. Notable portfolio companies and investments include Growve, a leader in the health and wellness industry; Pape-Dawson Engineers, LLC, which has expanded through acquisitions in the engineering sector; and MBI Companies, Inc., an architecture and engineering design firm. Other investments highlight their focus on business services, transportation & logistics, and consumer products distribution, such as Westwood Business Services, Value Truck of AZ, Universal Engineering, Blue Team Restoration, Earth Systems, Florida Wingmen, and National Convenience Distributors. Recent investments also include Brungardt Honomichl & Company, Prism Engineering, B2 Environmental, Coffman Associates, and GEOMAT, further diversifying their portfolio within construction, environmental, and aerospace sectors.

The firm's team comprises experienced professionals, including Managing Partners and Co-Founders Shaun McGruder and Nathan Ward, along with other Managing Partners, Partners, a Chief Financial Officer, Directors, and analysts. This team brings extensive experience in private equity and mergers & acquisitions, actively participating in all aspects of fund raising, investment, and portfolio management. Their collective expertise allows Palm Beach Capital to work closely with middle-market companies to foster growth and build industry-leading enterprises.