What Peak Rock Capital does

Peak Rock Capital is a privately-held, middle-market private investment firm founded in 2009 and headquartered in Austin, Texas, with a regional office in London. The firm invests equity and debt capital in companies across four core verticals—Healthcare, Technology, Industrial, and Consumer—with a stated focus on partnering with family and founder-owned businesses and executing corporate carve-outs, leveraged buyouts, growth capital, and turnaround transactions in the $50M–$1.5B enterprise value range (and $30–$500M for add-on acquisitions).

Peak Rock operates multiple fund vehicles and strategies, having closed four successive flagship private equity funds growing from $700M (Fund I, 2013) to $1.3B (Fund II, 2018) to $2.0B (Fund III, 2021) to $2.5B (Fund IV, 2025), with over $3B raised in aggregate for PE and credit funds in September 2025 and $7B+ in total assets under management. The firm has completed 70+ portfolio investments across strategies, including software platforms (Aegis/Simio industrial MES, PureEHS employee health and safety, Spatial Business Systems, Amtech, Seagull Scientific, Mojix), healthcare and pharma services (Asembia, HuFriedyGroup, BrightStar Care, 626 Imaging, Paragon Healthcare), consumer and food (Ziyad Brothers, California Custom Fruits & Flavors, Dalziel, TNT Crust, Pretzels Inc.), and industrial/infrastructure (SAM Companies, TAPCO, Tranzonic, Rochester Midland, Hasa).

The firm earns revenue from conventional private equity economics: recurring management fees on committed and invested fund capital, supplemented by realized carried interest from successful exits such as the sales of Paragon Healthcare to Elevance Health (2024), Amtech to Vista Equity Partners (2025), Shipley Do-Nuts to Levine Leichtman Capital Partners (2025), and SAM Companies to New Mountain Capital (2026). The firm is led by CEO Anthony DiSimone, President Steve Martinez, and CFO Jung Choi, and is registered as an investment adviser with the U.S. Securities and Exchange Commission.

Name

Peak Rock Capital

Legal name

Peak Rock Capital LLC

Website

http://peakrockcapital.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

51–100 employees

Short description

Peak Rock Capital is a middle-market private investment firm founded in 2009, managing over $7 billion across private equity, credit, and real assets strategies. It invests in family/founder-owned businesses and corporate carve-outs across healthcare, technology, industrial, and consumer sectors.

Ownership category

akta.pro rank

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Core offering

Peak Rock Capital is a middle-market private investment firm that makes equity and debt investments in companies, partnering with management teams to drive rapid growth and performance improvement. The firm invests across private equity, credit (structured debt and non-control capital solutions), and real assets (opportunistic equity and debt transactions in recession-resilient properties), with particular focus on family and founder-owned businesses and corporate carve-outs.

Product overview

Peak Rock Capital is a private equity investment firm, not a product company. Its portfolio consists of companies across healthcare, technology, industrial, and consumer sectors. Key software/technology portfolio companies include PureEHS (employee health and safety software platform combining PureOHS, OHM, SYSTOC, and LearnShare), Aegis Software (manufacturing execution systems with digital twin capabilities from Simio acquisition), Spatial Business Systems (intelligent design software for utilities), Asembia (specialty pharmacy technology), SAM Companies (geospatial and inspection services), Amtech Software (packaging industry software), Mojix (supply chain SaaS), and Seagull Scientific (label software).

Differentiator

Problem solved

Functional benefit

Brands

• Peak Rock Capital Fund IV: Latest private equity fund raised by Peak Rock Capital at $2.5 billion.
• Peak Rock Capital Fund III
• Peak Rock Capital Fund II
• Peak Rock Capital Fund I
• Peak Rock Capital Europe

Products and services

• Private Equity Investing Equity investments partnering with management teams to drive rapid growth and performance improvement in middle-market companies, with unique capabilities for family and founder-owned businesses and corporate carveouts across Consumer, Technology, Industrial, and Healthcare sectors.
• Credit Investing Structured debt and non-control capital solutions, coupled with strategic value-added partnership, to help founders, families, and entrepreneurs accelerate their businesses, focused on growing family and founder-owned businesses.
• Real Assets Investing Opportunistic equity and debt transactions in recession-resilient and attractive properties and geographies, spanning industrial, infrastructure, and special situations.
• Peak Rock Capital Europe European operations based in London extending Peak Rock's private equity capabilities into the European market.

Segments7 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• H.I.G. Capital: H.I.G. Capital is a global middle-market private investment firm focused on both debt and equity across similar enterprise value ranges ($50M-$1B+). Like Peak Rock, it emphasizes family/founder-owned businesses, carve-outs, and operational value creation through sector expertise.
• Audax Group: Audax is a middle-market PE firm running a diversified PE and credit franchise with similar $50M-$1.5B EV deal sizes and a buy-and-build approach across healthcare, industrial, consumer and technology — directly comparable to Peak Rock's stated playbook.
• Wind Point Partners: Wind Point is a Chicago-based middle-market PE firm investing in the same $50M-$500M enterprise value range, with a similar focus on partnering with founder/family-owned companies and corporate carve-outs across consumer, industrial, and business services.
• Court Square Capital Partners: Court Square is a middle-market PE firm focused on control buyouts of growth-oriented businesses across healthcare, technology, business services and consumer — closely matching Peak Rock's middle-market equity strategy and EV range.
• Levine Leichtman Capital Partners: LLCP is a middle-market PE firm with both equity and credit strategies; it directly intersected Peak Rock by acquiring Shipley Do-Nuts from them in 2025. Operates in similar sectors and deal sizes.
• New Mountain Capital: New Mountain is a middle-market investment firm with a buy-and-build PE and credit platform that bought SAM Companies from Peak Rock in 2026. Operates in similar healthcare, software, and business services verticals.
• Clayton, Dubilier & Rice (CD&R): CD&R is an upper middle-market PE firm focused on operational improvements in similar sectors (industrial, consumer, healthcare, technology/services), often partnering with corporate carve-outs — a comparable operating-partner model to Peak Rock.
• Madison Dearborn Partners: MDP is a middle-market private investment firm with a similar sector mix (consumer, healthcare, industrials, tech-enabled services) and focus on family/founder transitions and corporate carve-outs.

Broad incumbents

• Bain Capital: Bain Capital is a much larger global alternative asset manager with private equity, credit, and real asset strategies that overlap with Peak Rock's three-platform structure, but operates at a meaningfully larger scale and broader geographic footprint.
• The Carlyle Group: Carlyle is a publicly-traded global investment firm with private equity, credit, and real assets divisions — directly overlapping Peak Rock's strategy taxonomy but at far greater scale and across more geographies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Customer concentration

• LinkedInlinkedin.com/company/peak-rock-capital-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries19 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A40 records

Investments8 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Peak Rock Capital