Private Equity Firms in Boca Raton

Coastal Breeze Partners is a middle-market private equity firm headquartered in Boca Raton, Florida. Founded in 2025 by industry veterans Matthias Gundlach and Brian Urbanek, the firm specializes in control investments in companies with revenues exceeding $20 million and EBITDA between $4 million and $20 million. Their focus is on businesses poised for growth, particularly those that are founder or family-owned or corporate carve-outs. The firm's investment strategy is sector-specific, targeting essential business services, materials and chemicals, specialty industrials, and value-added distribution. Coastal Breeze Partners emphasizes operational transformation, organic growth initiatives, and strategic add-on acquisitions to enhance the value of their portfolio companies. Their hands-on approach and deep sector expertise enable them to develop tailored investment theses that drive business transformation and long-term value creation. With a combined experience of over 50 years and a track record of more than 80 investments, the founding partners bring extensive principal investment, transactional, and operational experience to the firm. Coastal Breeze Partners is committed to building great middle-market businesses by partnering with talented management teams and aligning interests to achieve full potential.

Founded in 1984 by Richard Kayne and John Anderson, Kayne Anderson Capital Advisors is a leading alternative investment management firm headquartered in Los Angeles, California. The firm specializes in niche, cash flow-oriented strategies across energy infrastructure, real estate, credit, and growth equity. With a disciplined investment approach, Kayne Anderson focuses on sectors where its deep industry knowledge and sourcing advantages can drive superior risk-adjusted returns. As of early 2025, Kayne Anderson manages approximately $31.7 billion in assets under management (AUM) for a diverse clientele, including institutional investors, family offices, and high-net-worth individuals. The firm's investment philosophy emphasizes long-term value creation through active management and strategic partnerships. Kayne Anderson's portfolio includes investments in upstream oil and gas companies, renewable energy infrastructure, specialized real estate, and middle-market credit opportunities. Beyond its investment activities, Kayne Anderson is committed to social responsibility through the Kayne Anderson Capital Advisors Foundation. Established in 2011, the foundation supports various philanthropic initiatives, including education, mentorship, and community development programs. The firm's dedication to sustainability and community engagement reflects its broader mission to generate positive, lasting impact alongside financial returns.

Pulte Capital Partners LLC is a strategic investment firm that focuses exclusively on investing in leading building products businesses. The firm targets middle-market companies and lower-priority divisions of national companies within the rapidly evolving construction and building products industries. Their investment criteria include businesses with strong market shares, established brands, robust sales and distribution capabilities, and potential for expansion into new products, services, and technologies. Pulte Capital specializes in flexible transaction structures, including strategic partnerships and recapitalizations, often allowing management teams to retain significant ownership stakes.Founded in 2011, Pulte Capital Partners was established by Bill Pulte, whose family founded PulteGroup, one of America's largest homebuilders. This background provides the firm with deep industry expertise, leveraging experience from building nearly one million homes internationally. Bill Pulte, who serves as CEO, transitioned from a journalism degree to lead the private equity firm, focusing on investments that drive transformational growth in the building sector.The firm's portfolio includes investments in a diverse range of companies within the building products and related services sectors. Notable past investments include Carstin Brands (countertops), Southern Home Services, Advanced Air Conditioning & Heating, and Capsule (Social/Platform Software). Pulte Capital seeks to consolidate fragmented industries, aiming to achieve both cost and revenue synergies through additional acquisitions.Pulte Capital Partners' team brings extensive experience in the homebuilding and construction industries, enabling them to be highly selective in identifying and developing market-leading companies of lasting value. Their expertise spans various segments of the building products industry, from specialty materials like countertops, tile, cabinets, and drywall to HVAC, roofing, siding, windows, doors, and even specialty homebuilders. The firm's operational approach emphasizes identifying platforms with strong growth potential and supporting their expansion.

The New York Family Office is a multi-family office that provides comprehensive professional services to German-speaking families, primarily those residing in Europe, who are looking to optimize and safeguard their investments in the United States and Canada. The firm distinguishes itself through its deep understanding of its clients' culture, language, and mindset, offering independent guidance free from conflicts of interest. Their core mission is to uphold and implement the personal and financial goals of their clientele with transparency and discretion.Established in 2011, The New York Family Office offers a wide array of services designed to manage complex family wealth. These services include asset analysis, asset planning and structuring, coordination and organization, asset controlling and reporting, indirect and direct investments, financing, legacy planning, and insurance. The firm acts as a trusted local contact, collaborating with existing client advisors and leveraging a network of external experts for specialized matters.In terms of investments, The New York Family Office actively supports its clients in the acquisition, management, and disposition of real estate and stakes in companies within the U.S. and Canada. They guide foreign investors through the challenges of direct investments in these markets, emphasizing transparency, control, and trust in unregulated segments. Their approach to direct investments typically involves a higher level of active involvement and decision-making compared to standardized indirect investments like mutual funds.While specific team members are not publicly listed, the firm emphasizes its role as a reliable and trustworthy partner on-site, possessing comprehensive knowledge of client expectations. They are committed to providing personalized attention and a holistic understanding of their clients' unique needs, ensuring their financial and other affairs are managed effectively.