LO3 Capital
Overview
LO3 Capital is a minority-owned private investment firm dedicated to assisting lower-middle market companies in the United States by offering transformative capital solutions. The firm operates from offices in Nashville, New York, and Dallas, targeting businesses with over $3 million in EBITDA across various industries. LO3 Capital partners with management teams, business owners, and private equity firms to finance organic growth, acquisitions, recapitalizations, and ownership transitions. Previously a division of Live Oak Growth Capital, the firm continues to manage the Live Oak Growth Capital funds. The firm's investment strategy encompasses providing both private equity and debt financing to support businesses at different stages, including growth, buyout, turnaround, and distressed situations. LO3 Capital's diverse industry focus includes sectors such as technology, healthcare, real estate, financial services, consumer goods, industrial, energy, business services, media, telecommunications, transportation, logistics, retail, education, and hospitality. This broad approach enables the firm to tailor its investments to the unique needs and opportunities within each sector. LO3 Capital's portfolio features a range of companies across these industries, reflecting its commitment to fostering growth and operational excellence. Notable investments include Royal Oak Recycling, Diamond Builders, KeyServ Company, Santmyer Companies, Inspired Beauty Brands, and CCRA International. Through these partnerships, LO3 Capital aims to create long-term value and support the strategic objectives of its portfolio companies, leveraging its extensive experience and resources to drive success in the lower-middle market segment.
Investment Focus
- Businesses with over $3 million in EBITDA
- Companies seeking financing for organic growth, acquisitions, recapitalizations, or ownership transitions
Portfolio Companies
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Unlock full contacts →Frequently asked questions about LO3 Capital
What sectors does LO3 Capital invest in?
LO3 Capital invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in North Carolina, United States. LO3 Capital is listed as a private investment firm in the ConnectSafely investor database.
What stage does LO3 Capital invest at?
LO3 Capital backs companies at Growth, Buyout, Turnaround and Distressed.
Which regions does LO3 Capital invest in?
LO3 Capital invests across United States.
Who are the partners at LO3 Capital?
Team members listed for LO3 Capital include Glenn Harrison (Managing Partner LO3 Capital) and Rick Gernert (Managing Director).
What companies has LO3 Capital invested in?
LO3 Capital's portfolio includes Royal Oak Recycling, Diamond Builders, KeyServ Company, Santmyer Companies, Inspired Beauty Brands, CCRA International, FastTrack Staffing and HR and Insurance Services Company.
How do I contact LO3 Capital?
LO3 Capital's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
