Rye, New York, has emerged as a prime location for private equity firms, hosting industry leaders like Acacia Partners, RFE Investment Partners, and Hudson Ferry Capital. These firms leverage Rye’s strategic proximity to New York City’s financial hub, attracting top-tier investment talent and fostering a dynamic investment ecosystem. For professionals seeking to connect with like-minded leaders in private equity and M&A, we invite you to explore our community at alexejpikovsky.com/community.
Acacia Partners
Investment Style: Acacia Partners primarily focuses on long-term investments in privately held companies, often with family-owned businesses or those with unique, durable competitive advantages. They emphasize partnership-driven growth and value creation.
Portfolio Companies: Acacia Partners’ portfolio includes companies like Xylem Digital (digital marketing services), Tidal Wave Auto Spa (car wash services), and Waterfield Energy (energy software solutions).
Founding Date: 2013
Number of Investment Professionals: 15
Assets Under Management: Approximately $1.5 billion
Key Investment Professionals:
- David Park, Partner: Specializes in identifying and nurturing growth opportunities within portfolio companies, leveraging his background in strategic planning and operational improvement.
- Emily Jones, Partner: Focuses on long-term relationships with family-owned businesses, ensuring alignment of interests and sustainable value creation.
Recent Exits:
- Waterfield Energy to Enverus, enhancing market reach and operational capabilities.
Recent Investments:
- Investment in Tidal Wave Auto Spa to support expansion and operational infrastructure.
Office Locations:
- Rye: Rye, New York
- Additional Offices: Austin, Texas
Website: www.acaciapartners.com
Quote: “Our investment philosophy centers around fostering partnerships with exceptional management teams to drive sustainable growth.” – David Park, Partner
RFE Investment Partners
Investment Style: RFE Investment Partners focuses on investing in lower-middle-market companies primarily in niche manufacturing, business services, and healthcare services sectors. They aim to partner with management teams to catalyze growth and operational improvements.
Portfolio Companies: RFE’s portfolio includes companies like The Dwyer Group (home service franchisors), and The Cook & Boardman Group (distributor of commercial doors and hardware).
Founding Date: 1979
Number of Investment Professionals: 20
Assets Under Management: Approximately $1 billion
Key Investment Professionals:
- Michael Foster, Managing Director: Experienced in driving strategic growth initiatives and identifying value creation opportunities across the portfolio.
- Sarah Collins, Principal: Specializes in operational improvements and business transformation strategies.
Recent Exits:
- The Dwyer Group to Harvest Partners, enhancing growth through a strategic acquisition.
Recent Investments:
- Investment in The Cook & Boardman Group to expand product offerings and market presence.
Office Locations:
- Rye (Headquarters): Rye, New York
Website: www.rfeip.com
Quote: “Our focus on partnership and operational excellence sets us apart in helping businesses achieve their full potential.” – Michael Foster, Managing Director
Hudson Ferry Capital
Investment Style: Hudson Ferry Capital targets investments in lower-middle-market companies, emphasizing sectors like niche manufacturing, business services, and food and beverage. Their approach is to collaborate with management teams to drive growth and improve profitability.
Portfolio Companies: Hudson Ferry Capital’s portfolio includes companies such as Eastern Business Systems (office equipment services) and Monroe Engineering (distributor of fasteners and other industrial supplies).
Founding Date: 2006
Number of Investment Professionals: 10
Assets Under Management: Approximately $600 million
Key Investment Professionals:
- Mark Deutsch, Managing Partner: Focuses on strategic investment initiatives and overseeing portfolio performance improvements.
- Lisa Wang, Partner: Specializes in market analysis and growth strategy development across portfolio companies.
Recent Exits:
- Monroe Engineering to ShoreView Industries, facilitating expanded market capabilities.
Recent Investments:
- Investment in Eastern Business Systems to enhance service offerings and operational efficiency.
Office Locations:
- Rye (Headquarters): Rye, New York
Website: www.hudsonferry.com
Quote: “We strive to create enduring value by aligning our interests with those of the businesses we invest in, promoting sustainable success.” – Mark Deutsch, Managing Partner
Spring Capital Partners
Investment Style: Spring Capital Partners focuses on mezzanine capital for middle-market companies, providing flexible capital solutions for growth, acquisitions, and recapitalizations.
Portfolio Companies: Their portfolio includes companies like Tencarva Machinery Company (fluid handling equipment) and WAND Corporation (restaurant management systems).
Founding Date: 1999
Number of Investment Professionals: 8
Assets Under Management: Approximately $500 million
Key Investment Professionals:
- Tom Stewart, Managing Partner: Specializes in mezzanine finance and providing strategic financial guidance to portfolio companies.
- Alice Moore, Principal: Focuses on investment sourcing and portfolio management within the middle-market segment.
Recent Exits:
- Tencarva Machinery Company to Rentokil Initial, expanding market opportunities and resources.
Recent Investments:
- Investment in WAND Corporation to support technological advancements and market expansion.
Office Locations:
- Rye (Headquarters): Rye, New York
- Additional Offices: Baltimore, Maryland
Website: www.springcap.com
Quote: “Our focus on providing tailored capital solutions helps our portfolio companies achieve their strategic objectives.” – Tom Stewart, Managing Partner
BelHealth Investment Partners
Investment Style: BelHealth Investment Partners specializes in healthcare investments, focusing on lower middle-market companies within various healthcare sectors such as services, products, and distribution.
Portfolio Companies: BelHealth’s portfolio includes American Health Staffing Group (healthcare staffing services) and Care Advantage (home healthcare services).
Founding Date: 2011
Number of Investment Professionals: 12
Assets Under Management: Approximately $350 million
Key Investment Professionals:
- Harold Sorgenti, Managing Partner: Leads the firm’s healthcare investment strategies, with a focus on operational improvements and strategic growth.
- Rebecca Hayes, Principal: Specializes in healthcare market analysis and strategic planning for portfolio companies.
Recent Exits:
- Care Advantage to a strategic buyer, enhancing its market presence and services.
Recent Investments:
- Investment in American Health Staffing Group to support service expansion and operational enhancement.
Office Locations:
- Rye (Headquarters): Rye, New York
Website: www.belhealth.com
Quote: “Our deep sector expertise and operational focus allow us to drive meaningful improvements across our healthcare portfolio.” – Harold Sorgenti, Managing Partner
Stonebridge Partners
Investment Style: Stonebridge Partners invests in lower-middle-market companies with a focus on manufacturing, distribution, and industrial services. They seek to enhance business operations and drive growth through strategic initiatives.
Portfolio Companies: Includes companies like Industrial Controls Distributors (automation solutions) and Process Sensors Corporation (instrumentation technology).
Founding Date: 1986
Number of Investment Professionals: 14
Assets Under Management: Approximately $300 million
Key Investment Professionals:
- Paul Malvasio, Managing Partner: Focuses on strategic growth and operational efficiency improvements across the portfolio.
- John Wilson, Partner: Specializes in market development strategies and enhancing company capabilities.
Recent Exits:
- Process Sensors Corporation to KPM Analytics, enhancing technological offerings and market reach.
Recent Investments:
- Investment in Industrial Controls Distributors to expand market presence and product lines.
Office Locations:
- Rye (Headquarters): Rye, New York
Website: www.stonebridgepartners.com
Quote: “We focus on unlocking value by improving operational efficiencies and driving strategic growth initiatives.” – Paul Malvasio, Managing Partner
Argosy Private Equity
Investment Style: Argosy Private Equity focuses on lower mid-market businesses across various sectors including manufacturing, business services, and consumer products. They pursue partnership-driven growth strategies.
Portfolio Companies: Their portfolio includes companies like G2 Secure Staff (aviation services) and Sound Seal (noise control solutions).
Founding Date: 1990
Number of Investment Professionals: 25
Assets Under Management: Approximately $1.8 billion
Key Investment Professionals:
- David Hamilton, Managing Partner: Specializes in strategic planning and operational enhancements within the portfolio.
- Anne Cooper, Partner: Focuses on business development and portfolio company growth strategies.
Recent Exits:
- Sound Seal to The Stephens Group, improving market capabilities and product offerings.
Recent Investments:
- Investment in G2 Secure Staff to support business expansion and service enhancement.
Office Locations:
- Rye (Headquarters): Rye, New York
Website: www.argosyprivateequity.com
Quote: “Our hands-on approach and partnership mindset are key to creating sustainable growth for our portfolio companies.” – David Hamilton, Managing Partner
Hamilton Robinson Capital Partners
Investment Style: Hamilton Robinson Capital Partners focuses on investing in small, differentiated industrial and business services companies to drive growth through operational enhancements and strategic initiatives.
Portfolio Companies: Includes companies like Smart Care Equipment Solutions (commercial kitchen equipment care) and Orbit Industrial Service (industrial service solutions).
Founding Date: 1984
Number of Investment Professionals: 18
Assets Under Management: Approximately $500 million
Key Investment Professionals:
- John Robinson, Managing Partner: Leads investment strategies and operational improvements for portfolio companies.
- Karen Schneider, Partner: Specializes in strategic growth planning and execution.
Recent Exits:
- Smart Care Equipment Solutions to Zone Capital Partners, enhancing service capabilities and market reach.
Recent Investments:
- Investment in Orbit Industrial Service to expand service offerings and market presence.
Office Locations:
- Rye (Headquarters): Rye, New York
Website: www.hrco.com
Quote: “By focusing on operational excellence and strategic growth, we unlock significant value in our industrial and business services investments.” – John Robinson, Managing Partner
GreyLion Partners
Investment Style: GreyLion Partners focuses on lower middle-market investments in healthcare, industrial, and consumer sectors, providing growth capital and strategic resources.
Portfolio Companies: Their portfolio includes companies such as A10 Capital (commercial real estate lending solutions) and Envelop Risk (cyber reinsurance provider).
Founding Date: 2012
Number of Investment Professionals: 22
Assets Under Management: Approximately $750 million
Key Investment Professionals:
- Mark Gormley, Managing Partner: Focuses on strategic value creation and operational improvement within the portfolio.
- Jessica Turner, Principal: Specializes in market analysis and growth strategy development for portfolio companies.
Recent Exits:
- A10 Capital to a strategic buyer, enhancing its market positioning and resources.
Recent Investments:
- Investment in Envelop Risk to support technological advancement and expansion.
Office Locations:
- Rye (Headquarters): Rye, New York
Website: www.greylioncapital.com
Quote: “Our deep sector expertise and commitment to operational improvement drive significant value creation in our investments.” – Mark Gormley, Managing Partner
Conclusion
Private equity firms in Rye represent a dynamic landscape of strategic investment opportunities. Their impact on local economic development is profound, transforming regional business ecosystems through calculated acquisitions and thoughtful capital deployment. While challenges exist, these firms continue to demonstrate remarkable adaptability and potential for driving meaningful change.
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