Private Equity Firms in Texas

APAA Investments, LLC is a Dallas, Texas-based investment firm committed to acquiring real estate assets, debt, and businesses. The firm actively seeks investment opportunities, focusing on an acquisition approach to capitalize on market conditions. They are capable of purchasing portfolios, assets, and notes outright for cash up-front, emphasizing their ability to close deals quickly. APAA Investments aims to deploy over $25 million in investment opportunities within a 365-day period.The firm's investment criteria are broad within the real estate sector, targeting income-producing properties with specific parameters such as double-digit cap rates, properties below replacement cost, and locations with high barriers to entry. They are interested in various real estate asset types including Retail, Multifamily, Self-Storage, Office, Industrial, Hospitality, and Land Investments, including residential lots and master-planned communities. Additionally, APAA Investments pursues "Change of Use" and redevelopment opportunities, and well-located "Trophy" commercial and residential properties. Their strategy involves adding value through aggressive lease-up, repositioning, renovation, or effective management.Beyond equity investments in real estate, APAA Investments is also active in debt acquisition, focusing on senior position performing, sub-performing, and non-performing whole loans secured by real estate collateral. They provide short-term commercial loans ranging from $1 million to $15 million for acquiring commercial real estate and businesses, repurchasing debt, or purchasing third-party non-performing notes. The firm also seeks joint venture equity opportunities with an equity requirement between $1 million and $25 million. While primarily focused on real estate, their investment criteria also mention interest in Oil & Gas and other private equity-type investments, companies, and businesses.The team at APAA Investments includes Alex von Gontard as Regional Partner, Peter von Gontard as Senior Investment Analyst, Adie von Gontard IV as Investment Manager, and Andrew von Gontard, Esq. as Director: Legal & Aviation. The firm's operations are based out of Dallas, Texas, and their investment activities span nationwide across the United States, with a preference for primary and strong secondary markets in debt acquisition.

Astria Elevate is a growth and operations-focused private investment firm dedicated to partnering with founders and family-owned businesses to accelerate their growth. The firm primarily engages in control transactions, seeking companies based in the US or Canada with EBITDA ranging from $3 million to $30 million and EBITDA margins exceeding 10%. They target businesses characterized by recurring revenue and low capital expenditure requirements, aiming to provide more than just capital by actively engaging in operational and strategic enhancements.Astria Elevate was formally launched in June 2025, co-founded by Shaun R. Gordon and John S. Ehlinger, although PitchBook indicates its founding year as 2024. The firm was established with the mission to bring a hands-on, value-driven approach to lower-middle-market companies. This strategy leverages the extensive backgrounds of its founders and team members as both investors and operators, aiming to unlock transformative growth through operational expertise and strategic vision.The firm's current portfolio includes Entro Communications, a Canadian experiential design company specializing in placemaking and wayfinding; Impact XM, a global experiential marketing agency; and One, Inc., a leading insurance payments platform. Astria Elevate also lists Pristine Environments, a facilities services company, as a successfully exited investment, highlighting the team's track record in building and scaling businesses.The team at Astria Elevate comprises seasoned experts and operators, including Shaun Gordon, who serves as Managing Partner and co-founder, and John Ehlinger, also a co-founder. Shaun Gordon's background includes founding and leading AGI Partners, a private equity firm, and co-founding and serving as Chairman of Pristine Environments, where he drove significant growth and a successful exit. The firm emphasizes its collective operational expertise and strategic vision to empower management teams and drive substantial, sustainable growth.

Brand Asset Management Group, Inc., operating as Brand AMG, is a wealth management firm and family office dedicated to providing personalized financial advisory solutions. The firm focuses on helping legacy-minded families and business owners secure and grow their wealth for future generations. Their comprehensive approach addresses the intricate dynamics of family wealth, aiming to foster continuity rather than disruption across generations.Established in 2013, Brand Asset Management Group offers a suite of services tailored to the unique needs of various client segments, including business owners, affluent families, corporate executives, and physicians. Their core offerings encompass investment management, financial planning, philanthropic planning, estate planning, advanced tax planning, family cash flow planning, guidance on private investments, risk management, and consolidated reporting. The firm also specializes in succession planning for family-owned businesses, assisting with business valuation and strategies to strengthen financial foundations for generational transitions.The firm is a Registered Investment Adviser (RIA) with the Securities and Exchange Commission, and is notice filed in various states across the U.S. Brand AMG emphasizes a fiduciary standard, engaging in fee-based relationships with clients and receiving no compensation from investment providers. This commitment ensures that the firm acts in the best interests of its clients, providing transparent and objective financial guidance.The Brand AMG team comprises experienced professionals with diverse expertise, including Certified Financial Planners (CFP®), Certified Exit Planning Advisors (CEPA®), Chartered Financial Analysts (CFA®), and Financial Paraplanner Qualified Professionals (FPQP®). Led by President, CEO & Partner Todd Brand, the team is committed to guiding clients toward lasting financial success through disciplined planning and exceptional execution, fostering peace of mind regarding their financial futures.

Bregal Sagemount is a leading growth-focused private capital firm founded in 2012, specializing in flexible capital solutions and strategic partnerships for market-leading companies in high-growth sectors. The firm, backed initially by Bregal Investments (part of the Cofra Group), manages over $7.5 billion in committed capital across multiple funds and has invested in more than 70 companies, with a current portfolio of around 33 active investments. With offices in New York, Palo Alto, and Dallas, Bregal Sagemount targets middle-market growth companies, providing equity or debt for organic growth, mergers and acquisitions, buyouts, recapitalizations, and shareholder liquidity. It invests in both control and minority stakes, typically ranging from $15 million to $400 million in firms generating over $15 million in revenue, drawing on a team of domain experts from Goldman Sachs, Great Hill Partners, and other top firms. Led by Managing Partner Gene Yoon, along with co-founders including Partners Adam Fuller, Mike Kosty, and Pavan Tripathi, the firm emphasizes founder-friendly approaches, value creation, and ESG standards such as carbon reduction, diversity, and cybersecurity. Bregal Sagemount focuses on industries such as software, tech-enabled business services, healthcare technology, fintech, and various other sectors that align with its investment philosophy.

Capital Technologies, LLC operates as the single family office for the Bosarge family, known as The Bosarge Family Office. The firm is responsible for the administration, management, investment, and philanthropic endeavors of the family. Its investment activities are broad, reflecting the diverse interests and expertise of its founder, Dr. W.E. “Ed” Bosarge Jr. The firm's strategic approach encompasses various sectors, leveraging Dr. Bosarge's extensive background in finance, science, and technology.The firm was established in 1983, with Dr. W.E. “Ed” Bosarge Jr. at its helm as Founder and Chief Executive Officer. Dr. Bosarge is a distinguished entrepreneur and philanthropist, recognized for his pioneering work in applying advanced mathematics to finance, medicine, and energy. His career includes significant contributions to NASA's Saturn rocket program, the development of technologies for the first human heart-lung transplant, and the founding of Quantlab Financial, a prominent high-frequency trading firm. This rich history underpins the family office's multifaceted investment philosophy.While specific portfolio companies are not extensively detailed in public records for Capital Technologies as a family office, the firm's investment focus is inferred from Dr. Bosarge's ventures. These include significant involvement in regenerative medicine through Black Beret Life Sciences, LLC, and pioneering efforts in renewable energy, such as the development of the world's first wind- and solar-powered "green" island, Over Yonder Cay. The firm's investment management activities span private equity, venture capital, and real estate, aligning with the family's diverse asset allocations.The team at Capital Technologies, led by Dr. W.E. “Ed” Bosarge Jr., brings a wealth of experience across scientific, financial, and entrepreneurial domains. Dr. Bosarge's expertise in quantitative analysis, innovative medical science, and environmental initiatives guides the firm's investment strategies. The family office structure allows for a flexible and long-term investment horizon, supporting ventures that align with the family's vision for technological advancement, medical innovation, and sustainable development.

CenterGate Capital is a private equity firm founded in 2014 and based in Austin, Texas. The firm specializes in partnering with lower middle‑market companies across North America, delivering flexible capital and strategic support to drive growth and operational transformation. CenterGate manages approximately US $750 million in assets, deploying strategic investments in companies with EBITDA between $5 million and $30 million, across enterprise values ranging from $20 million to $250 million. Its targeted sectors include business services, manufacturing, healthcare, consumer and industrial markets. The firm cultivates close collaborations with management teams, leveraging operational expertise, tailored deal structures, and buy-and-build strategies. CenterGate has completed dozens of transactions, including recent investments in Pacific Gulf Wire Rope, Marena, and JRTech Solutions, while exiting portfolio companies such as Mid‑State Industrial Maintenance.

CenterOak Partners is a private equity firm headquartered in Dallas, Texas, specializing in control-oriented investments in lower-middle-market companies across the United States. The firm focuses on business services, industrial growth (including industrial services), and consumer (including consumer essential services) sectors, targeting companies with enterprise values of $50-500M and EBITDA of $5-35M. Formed by partners with over 20 years of successful collaboration, CenterOak emphasizes partnering with family-owned, founder-led, and private equity-backed businesses to drive value through operational improvements, organic growth, strategic acquisitions, and financial initiatives.The firm's approach is rooted in core values of excellence, integrity, and respect for company legacy, fostering long-term relationships with management teams, sellers, and advisors. CenterOak has managed over $2B+ in equity capital commitments across Funds I-III (including $1.1B for oversubscribed Fund III), predecessor funds, and completed 100+ platform and add-on acquisitions totaling $4.7B in transaction value. Their track record includes supporting portfolio companies like Shamrock Environmental, CollisionRight, and Guardian Access Solutions through buyouts, recapitalizations, and expansions.CenterOak's team prioritizes collaborative processes, sector expertise, and people-focused culture to enhance efficiency and growth. They often provide first institutional capital to closely-held businesses, with a history of over 170-180 transactions. Recent activities include forming platforms in foundation repair and environmental services.

Cerberus Capital Management, L.P., founded in 1992, is a leading global alternative investment firm headquartered in New York City. With approximately $65 billion in assets under management, Cerberus specializes in private equity, credit, and real estate strategies. The firm leverages its integrated investment platforms and proprietary operating capabilities to drive long-term value for investors. The firm is known for its flexible and disciplined investment approach, often targeting distressed assets and underperforming businesses across the capital structure. Cerberus has built a strong track record through value-driven turnarounds, including high-profile investments such as Chrysler and various non-performing loan portfolios worldwide. With a presence across North America, Europe, Asia, Australia, South America, and Africa, Cerberus operates through a global network of affiliate and advisory offices. Its diversified strategies and operational depth allow it to navigate complex markets and deliver consistent returns across asset classes and geographies.

Fireside Capital Advisors is a Dallas, Texas-based investment advisory firm established in 2015. Operating as a fiduciary, the firm is committed to providing independent, fee-only financial guidance, ensuring that client interests are always prioritized without the influence of commissions or product sales. They specialize in comprehensive financial planning, multi-generational wealth management, and institutional investment management, catering to a diverse clientele including young professionals, mid-career professionals, retirees, nonprofits, and foundations. The firm's approach is centered on building enduring relationships and delivering tailored financial solutions.The firm's story began with J. Stephen Penner, a seasoned institutional consultant and co-founder of LCG Associates. Penner founded Fireside Capital Advisors in 2015 with the mission of offering high-caliber, unbiased investment advice to individuals and organizations often overlooked by larger firms. In 2019, Tim Dwight, CFA, joined the firm through a merger with SpringVest Wealth Management, expanding its focus to multi-generational families and institutions. The leadership team further grew in 2025 with Rebecca Wynne, a long-time client and financial services leader, becoming a partner, bringing a combined vision to honor the firm's foundation while broadening its capabilities.Fireside Capital Advisors employs a disciplined, objective, and long-term investment philosophy. They emphasize thoughtful diversification across various asset classes, including stocks, bonds, cash, and real estate, and consider different investment styles, regions (U.S., developed international, emerging markets), and company sizes (large, mid, and small caps). Their strategy is grounded in research and risk awareness, aiming to improve outcomes by aligning investment decisions with clients' specific goals, time horizons, and comfort levels, while also focusing on keeping investment costs low.The team at Fireside Capital Advisors brings extensive experience to their roles. J. Stephen Penner, the founder, leverages decades of institutional consulting expertise. Tim Dwight, Partner and Chief Executive Officer, has over 25 years of experience as an investor, portfolio manager, and advisor. Rebecca Wynne, Partner and Chief Operating Officer, oversees day-to-day operations and client experience, having been a client herself. Mercedes Penner serves as Chief Administrative Officer, focusing on seamless client experiences and operational support. This collective expertise allows the firm to offer personalized attention and strategic guidance across a wide spectrum of financial needs.

Founded in 2021 by Brian Sheth, Haveli Investments is a private equity firm based in Austin, Texas. The firm focuses on investing in high-quality technology companies, particularly in the software and gaming sectors. Haveli seeks to unlock value for entrepreneurs and operators while driving returns for investors through differentiated investing strategies. Haveli's investment approach includes acquiring minority and control positions in midsize enterprise software businesses. The firm targets providers of software to specific industries, cross-sector tools, infrastructure software, and cybersecurity services. Notable investments include the $1.5 billion acquisition of AI-driven database firm Couchbase and the purchase of travel accommodation software provider Accommodations Plus International. With a strong commitment to sustainability and diversity, Haveli integrates ESG considerations into its investment decisions. The firm's experienced team of investors and industry experts provides operational and strategic support to portfolio companies, enabling them to focus on innovation and growth. Haveli's strategic partnership with Apollo Global Management, which includes a $500 million investment, further enhances its capabilities in the technology investment landscape.

Jump Trading is a prominent global proprietary trading firm specializing in algorithmic and high-frequency trading strategies across a wide array of asset classes, including futures, options, equities, and cryptocurrencies. The firm leverages advanced research, sophisticated infrastructure, and a culture of innovation to develop and deploy scalable trading models. Their operations are deeply rooted in technological advancement, utilizing AI/ML stacks for real-time inference and custom hardware solutions to maintain a competitive edge in global financial markets.Founded in 1999 by former Chicago Mercantile Exchange (CME) pit traders Paul Gurinas and Bill DiSomma, Jump Trading transitioned from open-outcry trading to become a leader in electronic markets. The founders recognized the future trend of automated trading and invested heavily in technology and infrastructure. Over two decades, the firm has evolved into a powerhouse of traders, engineers, and researchers dedicated to solving complex problems in the financial world.Beyond its core trading activities, Jump Trading has diversified its interests through affiliated entities. Jump Capital, established in 2012, operates as a venture capital firm investing in data-driven technology companies across sectors such as financial technology, IT and data infrastructure, B2B SaaS, and media. Jump Crypto, formally launched in 2021, focuses on venture investing, market making, and infrastructure development within the blockchain, cryptocurrency, and Web3 ecosystems, with notable involvement in projects like Solana, Wormhole, and various DeFi and NFT initiatives. The firm's investment approach is characterized by a commitment to scientific rigor and technological innovation.Jump Trading fosters a collaborative environment where cross-disciplinary teams work from first principles to develop robust models and systems. The firm actively recruits top talent in mathematics, physics, and computer science, providing a platform for professionals and new graduates to engage with challenging, real-world problems in finance and technology. Their team expertise spans quantitative research, software engineering, and custom hardware development, all aimed at enhancing their trading capabilities and broader technological ventures.

Juniper Capital is a Houston-based energy investment firm specializing in providing private equity capital to middle-market oil and gas companies. The firm focuses on demonstrating the value and productive potential of oil and gas properties, primarily within the continental United States. With approximately $1.7 billion of cumulative equity commitments as of March 2026, Juniper Capital actively seeks opportunities in the energy sector.Juniper Capital Advisors, L.P. was incorporated in 2003, with Richard Gordon founding Juniper I in the same year. The firm has since grown, with its leadership involved in the formation and investment activities of subsequent funds, including Juniper II, Juniper III, and Juniper IV.Juniper Capital's investment portfolio includes companies across various basins. Current investments feature High Noon Resources and Forge Energy III in the Permian Basin, and Pedevco Corp. in both the Powder River Basin and DJ Basin. Partially realized investments include 1920 Energy and DGP Energy, while realized investments encompass Pecos River Exploration, Grey Wolf Oil & Gas, Diversified Minerals Company, and Rocky Creek Resources.The firm's leadership team brings extensive experience from diverse backgrounds in the energy industry. Edward Geiser, Managing Partner and Head of the Investment Committee, previously served as a Managing Director at Och-Ziff, focusing on private energy investments, and worked in investment banking at Merrill Lynch and Morgan Stanley. Josh Schmidt, Partner and Chief Operating Officer, has over 15 years of energy industry experience, including roles as a portfolio manager at Whiteside Energy and a natural gas and electricity trader at Citigroup Energy. Kevin Cumming, Partner, co-founded Expedition Water Solutions and held positions at Select Energy Services and White Deer Energy. Tim Gray, Partner, General Counsel & Chief Compliance Officer, has over 20 years of transactional legal experience, including eight years at Och-Ziff. Richard Gordon, Senior Advisor, founded Juniper I in 2003.

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.

Lone Star Funds is a leading private equity firm that specializes in acquiring and managing distressed assets and companies across various sectors. Founded in 1995, the firm has established a strong reputation for its strategic approach to investment and operational improvement. With a focus on creating value through active management, Lone Star has successfully navigated complex market environments to deliver superior returns to its investors. The firm primarily targets investments in the real estate, financial services, and industrial sectors. Lone Star Funds employs a disciplined investment strategy that emphasizes thorough due diligence, operational enhancements, and strategic repositioning of portfolio companies. By leveraging its extensive industry expertise and operational capabilities, Lone Star aims to unlock value and drive growth in its investments. Notable achievements of Lone Star Funds include: Successfully managing a diverse portfolio of investments across multiple sectors, demonstrating resilience and adaptability in various market conditions. Executing high-profile acquisitions, such as the recent agreement to acquire Hillenbrand, Inc. for approximately $3.8 billion, showcasing the firm's ability to identify and capitalize on attractive investment opportunities. Building a strong track record of delivering significant returns to its investors, with a focus on long-term value creation. The firm’s investment philosophy is rooted in its commitment to operational excellence and collaboration with portfolio companies. Lone Star Funds works closely with management teams to implement best practices, streamline operations, and enhance profitability. This hands-on approach has proven effective in driving growth and improving the competitive positioning of its investments. In addition to its investment activities, Lone Star Funds is dedicated to maintaining strong relationships with its stakeholders, including investors, management teams, and the communities in which it operates. The firm believes in the importance of transparency and communication, ensuring that all parties are informed and engaged throughout the investment process. As a global investment firm, Lone Star Funds has a presence in key markets around the world, allowing it to identify and pursue investment opportunities across borders. The firm’s extensive network and industry connections provide valuable insights and access to potential deals, further enhancing its ability to generate attractive returns for its investors. In summary, Lone Star Funds stands out as a prominent player in the private equity landscape, known for its strategic focus, operational expertise, and commitment to delivering value. With a diverse portfolio and a proven track record, the firm continues to seek out compelling investment opportunities that align with its investment philosophy.

Maple Park Capital is a private equity firm specializing in control-oriented investments in service businesses within the experiential economy. Founded in December 2024 by Alexander Blankfein and Andrew Lauck, the firm leverages decades of experience and a deep network of industry relationships to drive value creation in growing small businesses. The firm's investment approach focuses on sectors benefiting from the shift towards experiences over goods, including multi-unit businesses, franchisors and franchisees, location-based entertainment, youth enrichment, travel and hospitality, and business services. Maple Park Capital targets North American companies with EBITDA ranging from $5 million to $20 million, investing equity of $25 million to $75 million per platform. With offices in Dallas and New York, Maple Park Capital partners with exceptional founders and management teams to accelerate growth and achieve long-term success. The firm's portfolio includes investments in companies such as Rita's Italian Ice & Frozen Custard, demonstrating its commitment to scaling experiential service businesses.

Matter Family Office is an independent, privately held multi-family office dedicated to helping ultra-high-net-worth families thrive across generations. The firm offers a comprehensive suite of integrated family office services, including investment management, wealth planning, family operations, family learning and communication, and project management. Their client-centric approach aims to simplify the complexities of wealth, provide strategic guidance, and foster intentional decision-making to support each family's unique goals and values.The firm's journey began in 1990 when Katherine Lintz founded KBL Financial, which later evolved into Matter Family Office in 2012 to better reflect its robust, interdisciplinary offering for multigenerational families. In 2025, Matter Family Office merged with IWP Family Office, a national multi-family office based in Denver, further expanding its talent, expertise, and service offerings. This merger brought together over 90 professionals and combined assets under advisement exceeding $10 billion for more than 140 client families.Matter Family Office provides disciplined asset management, creating portfolios across diverse asset classes and entities, and offering day-to-day management, rebalancing, liquidity planning, and trade execution. They identify institutional-caliber investment solutions across both public and private markets, utilizing active and tax-efficient index strategies. While specific notable investments or portfolio companies are not extensively publicized, their focus is on long-term investments with potential to achieve family objectives and support legacies, including direct private investments and real estate strategies.The Matter team comprises a broad base of talent and family office expertise, with professionals dedicated to creating exceptional experiences for the families they serve. The firm emphasizes a culture of trust, sincerity, and continuous learning, leveraging diverse perspectives and skill sets to provide comprehensive financial and human capital support. Their team works collaboratively to build authentic relationships and deliver tailored solutions that address the evolving needs of multigenerational families, entrepreneurs, corporate executives, and families in transition.

Milton Street Capital is a Houston-based private equity firm specializing in control investments within the North American lower middle market industrial sector. The firm was founded in 2016 by a team with over a decade of experience at a leading institutional private equity fund manager. Milton Street seeks to generate market-leading returns by actively transforming industrial companies through strategic, operational, and commercial improvements, partnering closely with management teams to drive sustainable growth. The firm’s investment model centers on complex transactions and underperforming businesses, with a focus on niche manufacturing, value-added distribution, and commercial and industrial services. Milton Street Capital targets companies with enterprise values under $100 million and typically invests $20–50 million in equity, with flexibility to adjust based on opportunity. Their approach emphasizes hands-on engagement in strategy, human capital, and operational enhancements, leveraging a proven value creation playbook developed over years of collective experience. Milton Street Capital’s team brings diverse backgrounds in law, finance, operations, and accounting, positioning them as a strategic partner for owner-entrepreneurs and management teams seeking transformational growth. The firm is structured to invest its own time and capital, prioritizing long-term value creation and alignment with portfolio company leadership. Their portfolio includes both carveouts and family-owned businesses, reflecting a commitment to supporting companies through pivotal stages of development.

Founded in 1939, Neuberger Berman is a private, independent, and employee-owned investment management firm headquartered in New York City. With a commitment to active management and long-term client partnerships, the firm offers a broad range of investment strategies, including equities, fixed income, private equity, hedge funds, and multi-asset solutions. Neuberger Berman serves a diverse clientele comprising institutions, advisors, and high-net-worth individuals globally. The firm's investment philosophy emphasizes fundamental research and a client-centric approach. Its private equity division, NB Private Markets, has a team of over 300 professionals across 17 offices worldwide, focusing on co-investments, secondaries, and direct investments. In 2025, Neuberger Berman closed its NB Strategic Capital Fund II with over $4 billion in commitments, underscoring its leadership in GP-led secondary transactions. Operating from offices in 39 cities across 26 countries, Neuberger Berman's global presence enables it to access a wide array of investment opportunities. The firm's dedication to sustainability is evident through its commitment to the Net Zero Asset Managers Initiative, aiming for net-zero emissions by 2050. With a workforce of approximately 3,100 employees, Neuberger Berman continues to prioritize delivering superior investment outcomes for its clients.

Nexa Equity is a San Francisco-based private equity firm that partners with founder-led vertical SaaS companies. The firm focuses on businesses solving industry-specific problems and provides capital plus hands-on operational support across product, GTM and engineering to accelerate growth and value creation.Nexa Equity specializes in growth equity, control and minority investments, and buyouts. The firm targets lower middle-market software and fintech companies, emphasizing strong recurring revenue and proven product-market fit. With a commitment to responsible investing, Nexa aims to create sustainable value for its portfolio companies.The Nexa team combines investment expertise with deep operational knowledge, allowing them to assist management teams in scaling their businesses effectively. By leveraging their sector expertise and operational resources, Nexa Equity empowers entrepreneurs to expand their market presence and optimize growth.

Providence Investment Partners is a Dallas-based private investment firm specializing in creative, flexible, and patient debt and equity capital for lower middle-market companies with EBITDA between $2 and $10 million. The firm targets investments primarily in Texas and the Southwest, though it invests across the U.S., partnering with management teams, owners, independent sponsors, and funded sponsors. Investment sizes typically range from $5 to $15 million, utilizing structures such as subordinated debt, unitranche debt, preferred equity, or common equity. Providence emphasizes industry-agnostic opportunities with a focus on sectors like consumer, healthcare, business services, and light manufacturing, prioritizing proven management, understandable business models, recurring revenues, and favorable industry trends.The firm was established by partners including Jay Turner and Kevin Glomb to address the underserved need for flexible junior capital in the rapidly growing Texas and Southwest economies. In its early operations, Providence secured a Small Business Investment Company (SBIC) license and closed its debut fund, Providence Investment Partners I LP, at $185 million—exceeding its target with commitments from commercial banks, asset managers, family offices, and high-net-worth individuals. This fundraising success underscores the firm's purpose of enabling stakeholders to flourish through core values of teamwork, virtue, excellence, stewardship, and grit, while reflecting prudent management inspired by the concept of providence.Providence's portfolio features diverse lower middle-market companies, including a manufacturer of custom vinyl-framed replacement windows, a blender of lubricants such as grease and engine oils, a commercial printer in decal screen printing, a debt collection agency, providers of natural food products and X-ray inspection services for food contaminants, a designer of kitchen gadgets, the largest Texas franchisee of Krispy Kreme Doughnuts, specialty western footwear retailers, distributors of high-performance metal alloys, an e-commerce growth agency, towing logistics providers, reverse logistics solutions for supply chains, fabricators of metal components for U.S. Navy vessels, installers of window treatments for hospitality brands, and manufacturers of spray foam insulation rigs.The investment team combines decades of financial and operating experience across large and small companies, led by Partners Jay Turner (CFA) and Kevin Glomb (CFA, CPA), with Director Wilson Waggoner, Senior Associates Tyler Barke and Matt Landers, Analyst Luke Li, Chief Administrative Officer Carrie Cain, and additional support from experienced Ambassadors. New hires like Waggoner, with over 13 years in private equity and operations, and Landers, with investment analysis background, enhance sourcing, underwriting, due diligence, and value creation. The team focuses on building trust-based, long-term relationships and acting as collaborative value-add partners.