Insignia Capital Group
Insignia Capital Group is a Walnut Creek-based private equity firm founded in 2012 that invests in lower middle-market, founder-led consumer and business services companies in North America through control and minority buyouts, currently investing from a $500M+ Fund III.
- Company typePrivate
- Founded2011
- HeadquartersWalnut Creek, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Insignia Capital Group firmographics
Firmographics- Name
- Insignia Capital Group
- Legal name
- Insignia Capital Group, L.P.
- Website
- http://www.insigniacap.com/
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Insignia Capital Group is a Walnut Creek-based private equity firm founded in 2012 that invests in lower middle-market, founder-led consumer and business services companies in North America through control and minority buyouts, currently investing from a $500M+ Fund III.
- Ownership category
- akta.pro rank
Insignia Capital Group industry classification
Industry- Product category
- Private Equity Fund Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Micro-PE / Lower Middle Market ETA Funds (FSANALAG)
- akta.pro secondary industry
- Sector-Focused Venture Capital (Vertical Specialists) (FSANAAAD)
Keywords
Where Insignia Capital Group is headquartered
LocationHeadquarters
- HQ city
- Walnut Creek
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Insignia Capital Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Others
Revenue model
- Private Equity Fund Management: Insignia Capital Group generates revenue through traditional private equity fund management, including management fees and carried interest (performance fees) from their investment funds. The firm has closed three funds with total capital commitments exceeding $500 million for Fund III, surpassing its $375 million target and closing at its hard cap.
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Insignia Capital Group product offering
Product offeringCore offering
Insignia Capital Group is a private equity firm that makes control and influential minority investments in North American lower middle-market companies, targeting founder-led businesses with $5M+ EBITDA and $20M+ revenue in tech-enabled business services, consumer products, and consumer value chain services. The firm invests through its fund vehicles (most recently Fund III with over $500 million in capital commitments), partnering with management teams to drive organic growth and strategic add-on acquisitions.
Differentiator
Problem solved
Functional benefit
Products and services
- Insignia Capital Partners, L.P. (Fund I)
Quantifiable outcome
- 80% of companies grew EBITDA more than 2x during Insignia investment
- +3 more outcomes
Companies that use Insignia Capital Group
Customer profileNamed customers2 records
Segments5 records
Ideal customer profiles2 records
Insignia Capital Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Insignia Capital Group partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Trooh MediacoreInsignia made a strategic investment in Trooh Media, a digital-out-of-home media platform connecting brands with Gen Z audiences across U.S. college campuses. Founder Martin Poitras continues as CEO while Toby Sturek joins as President. The partnership aims to accelerate Trooh's growth phase with Insignia's support.
- Kirkland & Ellis LLPminorKirkland & Ellis LLP acted as legal counsel for Insignia Capital Group's Fund III closing.
- Tidal Financial GroupcoreInsignia concluded a recapitalization with Tidal Financial Group, an ETF services platform. The transaction supports Tidal's growth with over 270 ETFs and $45B+ in AUM. Tony Broglio joined Tidal's board as part of the transaction.
Scale indicators11 records
Recent moves7 records
Expansion highlights6 records
Insignia Capital Group competitors and assessment
Company assessmentDirect peers
- Serent Capital: Lower middle-market growth equity firm focused on founder-led, tech-enabled business services and consumer companies. Directly comparable to Insignia in check size, sector focus, and founder-friendly partnership approach.
- WestView Capital Partners: Boston-based lower middle-market PE firm investing in growth-oriented, founder-led companies in business services and consumer sectors. Comparable to Insignia in fund size, equity check range, and partnership-style execution.
- Sentinel Capital Partners: Lower middle-market PE firm focused on management buyouts and founder-led businesses in business services, consumer, and healthcare. Highly comparable to Insignia in target company profile and transaction structures.
- Trinity Hunt Partners: Lower middle-market growth-focused PE firm partnering with founder-led companies in business services and consumer industries. Similar equity check size and sector overlap with Insignia.
- Hammond Kennedy Whitney: Lower middle-market PE firm focused on founder/family-owned business services and consumer companies with EBITDA of $5-25M. Directly comparable to Insignia's investment criteria and partnership model.
- Peak Rock Capital: Lower middle-market PE firm making control investments in business services and consumer companies with EBITDA of $5-50M. Comparable to Insignia in target profile and equity check sizing.
- Martis Capital: Lower middle-market PE firm focused on founder-led business services and consumer companies. Comparable in fund size, founder alignment philosophy, and growth-oriented value creation approach.
- Blue Point Capital Partners: Lower middle-market PE firm investing in founder/family-owned industrial, business services, and consumer companies. Comparable to Insignia in check size and operational value-add approach.
Broad incumbents
- Friedman Fleischer & Lowe: Larger middle-market PE firm where Insignia's founding partners previously built their careers. Highly relevant pedigree comparison given shared DNA in consumer and business services investing.
- Lake Capital: Chicago-based PE firm where Insignia co-founder Tony Broglio previously served as a Principal. Relevant for pedigree comparison given prior shared investment approach in growth-oriented consumer and service businesses.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks4 records
Key highlights6 records
Customer concentration
Insignia Capital Group social profiles
Digital presenceInsignia Capital Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Insignia Capital Group leadership team
Management profileNumber of profiles
Profiles11 records
Insignia Capital Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Insignia Capital Group M&A and investment
M&A and investmentM&A7 records
Investments8 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Insignia Capital Group
What does Insignia Capital Group do?
Insignia Capital Group is a private equity firm that makes control and influential minority investments in North American lower middle-market companies, targeting founder-led businesses with $5M+ EBITDA and $20M+ revenue in tech-enabled business services, consumer products, and consumer value chain services. The firm invests through its fund vehicles (most recently Fund III with over $500 million in capital commitments), partnering with management teams to drive organic growth and strategic add-on acquisitions.
Is Insignia Capital Group a public or private company?
Insignia Capital Group is a private company. It is classified as management employee owned and is currently operating.
When was Insignia Capital Group founded?
Insignia Capital Group was founded in 2011. It employs 11 to 50 people.
Where is Insignia Capital Group based?
Insignia Capital Group is headquartered in Walnut Creek, United States, in the North America region.
How does Insignia Capital Group make money?
One revenue line is on record: private Equity Fund Management.
Who are Insignia Capital Group's main competitors?
Direct peers on record are Serent Capital, WestView Capital Partners, Sentinel Capital Partners, Trinity Hunt Partners, Hammond Kennedy Whitney, Peak Rock Capital, Martis Capital and Blue Point Capital Partners. Broad incumbents are Friedman Fleischer & Lowe and Lake Capital.
Does Insignia Capital Group have an API?
No public API is recorded for Insignia Capital Group.
What industry is Insignia Capital Group in?
Insignia Capital Group's product category is Private Equity Fund Management. Its primary akta.pro industry code is FSANALAG, Micro-PE / Lower Middle Market ETA Funds, with a secondary code of FSANAAAD, Sector-Focused Venture Capital (Vertical Specialists). Its NAICS code is 523940 and its SIC code is 6282.