Financial Services Private Equity Firms

14 mid-market firms that invest in financial services companies. Each profile covers check size, target EBITDA, strategy, and add-on appetite, sourced from the firms' own published criteria.

  • Aldrich Capital Partners Vienna, VA · $5M-$15M EBITDA · Buyout and growth

    A Virginia firm investing in founder-owned software, healthcare IT, and fintech companies from $2M to $25M of EBITDA.

  • Audax Private Equity Boston, MA · $5M-$15M EBITDA · Buyout

    One of the most prolific buy-and-build investors in private equity, with roughly $19B in AUM.

  • Berkley Capital Miami, FL · $15M-$40M EBITDA · Buyout and growth

    Miami-based with a specialty manufacturing and aerospace focus, writing checks from $5M in growth situations up to $75M+ for buyout platforms.

  • Braemont Capital Dallas, TX · Size not disclosed · Growth

    A relationship-driven growth investor in Dallas with a ~$525M debut fund spanning business services, technology, and financial services.

  • Bregal Sagemount New York, NY · Size not disclosed · Buyout and growth

    Sagemount invests $20M to $400M in growth companies across software, tech-enabled services, healthcare IT, and fintech, needing only $7M of revenue to engage.

  • Brookside Equity Partners Stamford, CT · $15M-$40M EBITDA · Buyout

    A Stamford holding-company-style investor in manufacturing, food ingredients, and services businesses with $5M to $25M+ of EBITDA.

  • Edison Partners Princeton, NJ · Size not disclosed · Buyout and growth

    A Princeton growth investor with ~$1.6B AUM writing $10M to $30M checks into fintech, healthcare IT, and vertical SaaS companies with $10M to $40M of revenue.

  • Falfurrias Capital Partners Charlotte, NC · $15M-$40M EBITDA · Buyout and growth

    A Charlotte firm founded by former Bank of America executives, running both buyout ($5M to $50M EBITDA) and growth ($4M to $20M ARR) strategies across software, fintech, and information services.

  • LLR Partners Philadelphia, PA · Size not disclosed · Buyout and growth

    A Philadelphia growth firm investing $10M to $200M in software and tech-enabled companies across healthcare IT, fintech, edtech, and vertical SaaS.

  • Mainsail Partners Austin, TX · Size not disclosed · Growth

    An Austin and San Francisco growth firm with a $1.535B seventh fund, investing $10M to $75M exclusively in bootstrapped B2B software companies.

  • Riverwood Capital Menlo Park, CA · Size not disclosed · Buyout and growth

    A Menlo Park firm investing $25M to $250M+ in technology companies with $10M to $100M of ARR, global in reach with deep Latin America roots.

  • Spectrum Equity Boston, MA · Size not disclosed · Growth

    A Boston and San Francisco growth firm with a $1.5B ninth fund investing $25M to $150M+ in internet-enabled software and information services businesses.

  • TVC Capital San Diego, CA · Size not disclosed · Growth

    A San Diego growth firm investing $8M to $25M in software and software-enabled services companies with $3M to $20M of ARR.

  • Volition Capital Boston, MA · Size not disclosed · Growth

    A Boston growth firm investing $5M to $50M in founder-owned software and internet companies with $5M to $20M+ of revenue.

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