Socius Capital
Overview
Socius Capital is a private equity firm that offers financing solutions to closely-held middle-market companies across the United States. The firm specializes in providing debt and equity financing to businesses seeking a partner to replace an outgoing equity holder or to fund an acquisition strategy. Socius Capital operates from offices in Ketchum, Idaho, Denver, Colorado, and Tampa, Florida, serving companies throughout the western and southern United States. The firm's investment strategy focuses on event-driven transactions, including generational transitions, growth through acquisitions, partnership disputes, and recapitalizations to buy out retiring or inactive shareholders. Socius Capital provides flexible capital structures that utilize combinations of debt and equity financing to minimize dilution to existing owners. The firm supports portfolio companies through active board participation and by facilitating access to world-class functional expertise to create enduring equity value. Socius Capital typically targets capital needs ranging from $3 million to $15 million, with a minimum EBITDA of $1.5 million. The firm aims to take both majority and minority stakes, may acquire equity directly from departing shareholders, and can employ leveraged recapitalizations. Investments are generally held for four to six years, with exits via outright sale or repurchase by the company or selling shareholders. Sectors of focus include manufacturing, distribution, business and industrial services (notably repair and maintenance), healthcare services, and other service-oriented industries within its regional footprint.
Investment Focus
- Proven, profitable companies with manageable execution risk
- Event-driven transactions such as generational transitions, growth through acquisitions, partnership disputes, and recapitalizations
- Flexible capital structures to minimize dilution to existing owners
- Active board participation and access to functional expertise to create enduring equity value
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Socius Capital
What sectors does Socius Capital invest in?
Socius Capital invests in Business Services, Healthcare Services, Manufacturing, Industrial Services and Distribution, and is based in Idaho, United States. Socius Capital is listed as a private equity in the ConnectSafely investor database.
What stage does Socius Capital invest at?
Socius Capital backs companies at Buyout, Turnaround and Distressed, writing cheques of 3M - 15M.
Which regions does Socius Capital invest in?
Socius Capital invests across United States.
What companies has Socius Capital invested in?
Socius Capital's portfolio includes On the Scene Productions Inc., Bell Home Solutions, Western Machine Works, Pioneer Recycling Services, Precision Machine & Manufacturing, Inc., Intertech Plastics, Twist Body Brands and Wazee Companies, LLC.
Last updated · Source: ConnectSafely investor database
