Citation Capital
PE
2023
$2 100 M
Dallas, Texas, United States
Profile
Citation Capital is a private equity firm based in Dallas, Texas, and was founded in 2023 by Tiffany K. Hagge and Lydie B. Hudson, alongside original partners Spencer Almy and Santiago Castelazo. The firm specializes in partnering with founder- and family-led businesses, predominantly in the mid-cap space, bringing a team with decades of private equity investing experience. They focus on long-term growth and value creation, applying a values-driven approach to investments.
Citation Capital focuses on investing in the mid-cap space through control buyout transactions within the services, industrials, and selected consumer sectors across North America. They manage over $2.1 billion in assets, including their inaugural fund, Citation Fund I, with $1.2 billion in commitments. Their investment strategy is supported by various investors, including pension plans, sovereign wealth funds, and family offices.
Notable investments by Citation Capital include Cibo Vita, Aptive Environmental, Gallo Mechanical, and World Travel Holdings, companies that span multiple sectors. The firm aims to support and propel the growth of these family- and founder-owned businesses through strategic partnerships and capital investments.
Industry
Citation Capital Funds
| Name | Type |
|
|
|
Size | AUM | Launch date |
|---|---|---|---|---|---|---|---|
|
Citation Fund I
|
Private Equity (PE)
|
Business Services (B2B)
Consumer Products
Industrial
|
Late Stage (Series C+)
|
North America
|
$100+ m
|
$1200 M
|
July 2026
|
Contacts
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