Southlake Equity Group

Overview

Southlake Equity Group is a private investment firm that makes equity and debt investments in American middle market companies in manufacturing, distribution, and service industries. They believe in the ingenuity, innovation, and productivity of the American entrepreneur, business manager, and worker, and they back that belief with patient, non-institutional capital that helps companies grow and become industry leaders. They partner with management teams to build industry-leading companies, taking the time and deploying the capital to get the job done right. They develop a long-term strategy for each business, supported by detailed implementation plans, and stay deeply engaged along the way, adjusting to changing business and market conditions. Their approach helps build trust in each other and a shared commitment to building extraordinary businesses. They invest their own capital in partnership with some of America’s leading entrepreneurial families. They understand the hard work and exhilaration that come with building extraordinary businesses. They avoid business jargon and bureaucratic decision-making and instead focus on developing and implementing data-driven, long-term strategic plans for each company. Their experience and values form the basis for honest and results-oriented, long-term partnerships with the management teams they are fortunate enough to work with.

Investment Focus

• Middle market companies in manufacturing, distribution, and service industries in the United States