Carson Private Capital

Overview

Carson Private Capital is a private investment firm based in Dallas, Texas, specializing in private equity investments. The firm connects high net worth individuals and family offices with exclusive investment opportunities, leveraging its decades of expertise and strong industry relationships. Founded in 1997, Carson Private Capital has sponsored over 62 investment funds and direct co-investment partnerships, representing combined capital commitments of $1.7 billion from clients. The firm focuses on providing access to compelling and diversified investment opportunities typically not accessible to individual investors. Carson Private Capital invests exclusively with top-performing global private equity sponsors, with whom it has established long-term relationships, trust, transparency, and alignment of economic interests. The firm's sponsors have excellent realized track records, hands-on senior partners, significant financial and operating expertise, and adhere to strict investment criteria and rigorous investment processes. Carson Private Capital currently manages partnerships invested with four primary and secondary sponsors with diversified and differentiated strategies. The firm's team is dedicated and experienced, maintaining a high level of discipline while conducting investment due diligence and providing transparent communications and accounting on behalf of clients. The management and employees take an owner's view and are excited to work for a firm that has deep roots in the financial industry and close relationships with its clients. Carson Private Capital's mission is to consistently provide clients with unique, exclusive, and diversified investment opportunities. The firm leverages its reputation and strong relationships to provide clients access to investment opportunities with top-performing private equity sponsors typically accessible only to institutional investors. The Carson Private Capital team is one of the largest investors in each of its investment partnerships, demonstrating the close alignment of interests with clients.

Investment Focus

• Privately owned businesses
• Culture of high integrity
• Owner seeking to fully exit or a reduced role
• Strong local market presence
• Located in the United States
• Revenue of $10 million - $50 million
• Annual cash flow (net income) generation of $2.0 million or more
• 3 years of consistent profitability
• Low maintenance CapEx needs
• Recurring or re-occurring revenue
• Highly fragmented industry
• Large and growing addressable market
• Resistance to economic cycles

Portfolio Companies