Profile
Source Capital is a private investment firm based in Atlanta, Georgia. Founded in 2002, the firm specializes in providing flexible equity and debt capital to lower middle market companies. With over 100 years of combined experience, their team is dedicated to forming strong partnerships with entrepreneurs and private equity investors. This collaborative approach helps them offer tailored solutions and strategic resources for business growth.
The firm invests across a range of sectors including Business Services (B2B), Financial Services, Healthcare Services, Industrials, and Technology. They offer a hands-on capital partnership approach, working with entrepreneurs, founders, and independent sponsors to support lower middle-market companies. They do not specify a typical check size but focus on strategic, scalable funding solutions.
Notable investments by Source Capital include partnerships with various platform businesses and entrepreneurs like Mike Shein of Chartwell Investments, Vijay Tanamala of BlueAlly, and Stockton Croft at Eagle Merchant Partners. They have a track record of over 150 closed investments, driving significant growth and value creation in their portfolio companies.
Industry
Source Capital Funds
| Name | Type |
|
|
|
Size | AUM | Launch date |
|---|---|---|---|---|---|---|---|
|
Source Capital Mezzanine Fund II LP
|
Private Equity (PE)
|
Business Services (B2B)
Consumer Products
Consumer Services (B2C)
Healthcare Services
Industrial
Transportation
Technology
Logistics
|
Series B
|
North America
|
$5-10 m
|
—
|
November 2014
|
|
Source Capital SBIC Fund V
|
Private Equity (PE)
|
Business Services (B2B)
Consumer Products
Consumer Services (B2C)
Healthcare Services
Industrial
Software
Transportation
Technology
|
Series B
Late Stage (Series C+)
|
North America
|
$5-10 m
|
$315 M
|
June 2024
|
|
Source Capital SBIC Fund IV
|
Private Equity (PE)
|
Consumer Products
Consumer Services (B2C)
Healthcare Services
Industrial
Technology
Logistics
|
Series B
|
North America
|
$5-10 m
|
—
|
December 2020
|
Contacts
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