Lometa Capital Partners

Overview

Lometa Capital Partners is a multi-family office investing in strategically viable lower middle market companies in the business services and niche manufacturing industries. They focus on companies with an EBITDA between $2 million and $10 million, targeting transaction sizes ranging from $10 million to $75 million. Their investment approach is patient, with no predetermined timeframe to exit investments, allowing for long-term value creation. The firm employs a flexible capital strategy, capable of structuring deals in both control and non-control transactions. They concentrate their time and resources on a select number of companies, aiming to expand upon each company's competitive advantage and pursue strategic acquisitions to create industry-leading enterprises over time. Lometa's investors are influential leaders across various industries, providing a consistent source of deal flow and enabling them to be fair, quick, and flexible with sellers and intermediaries. Lometa Capital Partners' unique fund model and approach to investing have been recognized by portfolio companies. For instance, Carlos Nodarse, CEO of Applied Business Software, stated that Lometa's approach was a perfect fit for their family-run business, providing the experience and resources to accelerate growth into adjacent markets.

Investment Focus

• EBITDA between $2 million and $10 million
• Transaction size between $10 million and $75 million
• Entrepreneur, family, or employee-owned businesses
• Headquartered in North America
• Focus on business services, manufacturing & industrials, and enterprise software sectors

Portfolio Companies