Page 154 - TACC 2023 Program
P. 154
Investing since 1968
Enabling management teams to achieve extraordinary results
UNION CAPITAL OVERVIEW:
Union Capital has a long history of providing investment solutions to business owners and management
teams of lower middle market businesses. By focusing exclusively on the lower middle market segment
for nearly fifty years, our team has a deep understanding of the issues faced by these management
teams as well as the paths to assist them in accelerating growth. The firm is investing out of its latest
fund with over $300 million of committed capital.
SELECTED CURRENT AND RECENT INVESTMENTS:
Business Services / Process Food & Specialty
Outsourcing Manufacturing Franchise Restaurants
INVESTMENT CRITERIA: WHY UNION CAPITAL:
Type Long Tenured Team
▪ Control equity investments, although willing to ▪ Firm founded over fifty years ago and completed
consider minority equity investments over 40 platform investments with owner/founders
Geography ▪ Partners have been together for over a decade
▪ Based in the continental US and Canada Operational Focus
Company Attributes ▪ Our team includes four CEOs from former Union
▪ Defensible niche with tailwinds Capital portfolio companies that exclusively work
with new investments to help management teams
▪ Addressable operational or growth challenges
develop and execute growth plans
▪ Prefer to be first institutional capital
“Roll up the sleeves” Approach
Size
▪ Core expertise in conducting due diligence in cases
▪ Revenues: $20 - $200 million where information is difficult to obtain
▪ EBITDA: $3 - $20+ million ▪ Flexibility to partner with owners/existing
▪ Equity Investment: $10 - $40+ million management team or to bring in new team members
to facilitate owner / founder retirement
CONTACT US:
Jay Landauer William Ogden Reis Alfond
Managing Partner Managing Partner Managing Partner
Tel: 203-580-5742 Tel: 203-580-5741 Tel: 203-580-5743
Email: [email protected] Email: [email protected] Email: [email protected]
485 West Putnam Avenue | Greenwich, CT 06830
