Lineage Capital

Overview

Lineage Capital is a private investment firm based in Boston, Massachusetts, focusing on partnering with family-controlled and owner-managed middle-market businesses across the United States. The firm employs a unique partnership model that allows business owners to achieve significant liquidity while retaining control over their companies. This approach enables owners to realize up to 85% of their business's value in cash at closing, retain control of the board of directors, and maintain a meaningful investment in their companies. The firm's investment strategy targets companies with enterprise values ranging from $20 million to $150 million and earnings before interest, taxes, depreciation, and amortization (EBITDA) exceeding $4 million. Lineage Capital's diverse portfolio includes businesses in sectors such as consumer, industrial, service, and distribution. The firm emphasizes a partnership approach that provides liquidity to business owners while allowing them to retain operating control and a meaningful investment in their companies. Founded in 2003, Lineage Capital has been involved in more than seventy transactions across various industries, investing over $600 million in equity capital. The firm's core values of trust, respect, teamwork, and commitment are integral to its operations and relationships with partners. These values form the foundation of Lineage Capital's strong partner relationships and its commitment to facilitating the future growth and success of its portfolio companies.

Investment Focus

• Owner-managed businesses
• Enterprise value between $20 million and $150 million
• EBITDA greater than $4 million