Developer docs
API playgroundTry for free, no card

Search company profiles

Palm Beach Capital

Full company profile

uuid0002klb

Namestring
Palm Beach Capital
Legal namestring
Palm Beach Capital
Websiteurl
pbcap.com
Company typeenum
Private
Founded yearint
2001
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersWest Palm Beach, United States
HQ citystring
West Palm Beach
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices2 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
private equity investments, middle market buyouts, growth equity capital, management buyouts, recapitalization investments
Industry3 codes
1Small-Cap / Micro-Buyout
CodeFSANABADPrimaryYes
2SME Term Loans & Growth Capital
CodeFSAKAGABPrimaryNo
3Middle-Market Lending
CodeFSANADAIPrimaryNo
NAICS code3 codes
  • Portfolio Management and Investment Advice52394
  • Other Financial Vehicles525990
  • Other Financial Investment Activities5239
SIC code1 code
  • Investment Advice6282
Product category
Private Equity Investment Management
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model2 records
1Fund Management Fees
TypeManaged Services
Description

Private equity firm generating revenue through management fees on committed capital across its six funds, typically charged as a percentage of invested capital or committed fund size.

pbcap.com
2Carry/Performance Fees
TypeTransaction Fee
Description

Carried interest earned on successful portfolio company exits and realizations, aligning investor and management team interests.

pbcap.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Infrastructure, Others
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Palm Beach Capital is a private equity firm that invests committed capital from its six funds into U.S. lower middle market companies through buyouts, recapitalizations, and growth equity investments. The firm targets private, growth-oriented companies with $20M+ revenue and $5M+ EBITDA, with enterprise values between $20M and $300M, primarily in healthcare, business services, logistics, and value-added distribution. It also makes add-on investments to expand existing portfolio companies' product lines, geographic footprint, and customer base.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 4 values shown
  • 9.3x return on Cadre Holdings investment
+3 more records
Product overview1 text field

Palm Beach Capital is a private equity investment firm offering investment fund management and capital deployment through its Fund VI and related vehicles. The firm provides buyout and growth equity investment services to private, growth-oriented companies in the U.S. lower middle market. Their investment strategy focuses on high cash flow businesses in asset-light services and distribution sectors, with portfolio companies spanning consumer products (health and wellness brands), restaurant franchises, engineering and environmental consulting services, and transportation and logistics companies.

Product and service4 records
1Palm Beach Capital Fund VI
CategoryInvestment Fund
2Buyout Investments
CategoryInvestment Service
3Growth Equity Investments
CategoryInvestment Service
4Add-On Investments
CategoryInvestment Service
Scale indicator5 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2025-01-07
Description

Strategic investment to launch Palm Beach Capital's architecture and design services platform. MBI Companies, a leading architecture and engineering firm based in Knoxville, Tennessee with 90+ employees, will serve as the platform foundation for building a national architecture and design services firm through acquisitions and organic growth.

Recent move13 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Lower-middle-market PE firm with a long track record of control buyouts and growth investments in U.S. businesses across healthcare, consumer, and business services — a close size and strategy analog to PBC.

TypeBroad incumbent
Description

Larger, multi-strategy PE/credit firm that participates in the same lower-middle and middle-market opportunity set, including an investment in a former PBC portfolio company (Westwood, alongside Blackstone), and serves as a useful scaling/sector comparable.

TypeDirect peer
Description

Lower-middle-market PE firm focused on control buyouts and growth equity in the U.S. with similar deal-size range and sector breadth (consumer, business services, healthcare), making it the closest size-and-strategy comparable to PBC.

TypeDirect peer
Description

Detroit-based lower-middle-market PE firm executing control investments and add-on acquisitions in business services, consumer, and healthcare — overlapping directly with PBC's core verticals and similar check size.

TypeDirect peer
Description

Middle-market PE firm focused on operationally intensive buyouts with a comparable check-size range, overlapping sector exposure in business services and industrial/services distribution, and a similar add-on platform-building orientation.

TypeDirect peer
Description

Lower-middle-market PE firm executing control buyouts across consumer, business services, and healthcare, with a similar focus on $20M-$300M EV opportunities and a track record of building platforms via add-ons.

TypeDirect peer
Description

Lower-middle-market PE firm executing control buyouts and growth equity investments in the U.S., with a similar deal-size band and sector orientation in business services and consumer.

TypeDirect peer
Description

Lower-middle-market growth equity firm investing in bootstrapped, founder-led businesses, frequently co-investing alongside buyout sponsors — closely comparable in size and target-company profile to PBC's growth-equity deals.

TypeDirect peer
Description

Lower-middle-market PE firm focused on control investments in U.S. companies with overlapping sector exposure in business services and healthcare, and a similar check-size discipline.

TypeDirect peer
Description

Lower-middle-market PE firm making control and growth investments in U.S. businesses, with comparable transaction sizes and sector focus on business services, healthcare, and consumer.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers5 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles10 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A2 records

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment16 records

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Palm Beach Capital

Private Equity Investment Managementpbcap.com

Palm Beach Capital firmographics

Firmographics
Name
Palm Beach Capital
Legal name
Palm Beach Capital
Website
https://pbcap.com
Company type
Private
Founded year
2001
Operating status
Operating
Headcount range
1–10 employees
Ownership category
akta.pro rank

Palm Beach Capital industry classification

Industry
Product category
Private Equity Investment Management
NAICS
Portfolio Management and Investment Advice (52394), Other Financial Vehicles (525990), Other Financial Investment Activities (5239)
SIC
Investment Advice (6282)
akta.pro primary industry
Small-Cap / Micro-Buyout (FSANABAD)
akta.pro secondary industries
SME Term Loans & Growth Capital (FSAKAGAB), Middle-Market Lending (FSANADAI)

Keywords

  • Private equity investments
  • Middle market buyouts
  • Growth equity capital
  • Management buyouts
  • Recapitalization investments

Where Palm Beach Capital is headquartered

Location

Headquarters

HQ city
West Palm Beach
HQ country
United States
HQ region
North America

Offices2 records

Markets served

Palm Beach Capital business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

  1. Fund Management Fees: Private equity firm generating revenue through management fees on committed capital across its six funds, typically charged as a percentage of invested capital or committed fund size.
  2. Carry/Performance Fees: Carried interest earned on successful portfolio company exits and realizations, aligning investor and management team interests.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Palm Beach Capital product offering

Product offering

Core offering

Palm Beach Capital is a private equity firm that invests committed capital from its six funds into U.S. lower middle market companies through buyouts, recapitalizations, and growth equity investments. The firm targets private, growth-oriented companies with $20M+ revenue and $5M+ EBITDA, with enterprise values between $20M and $300M, primarily in healthcare, business services, logistics, and value-added distribution. It also makes add-on investments to expand existing portfolio companies' product lines, geographic footprint, and customer base.

Product overview

Palm Beach Capital is a private equity investment firm offering investment fund management and capital deployment through its Fund VI and related vehicles. The firm provides buyout and growth equity investment services to private, growth-oriented companies in the U.S. lower middle market. Their investment strategy focuses on high cash flow businesses in asset-light services and distribution sectors, with portfolio companies spanning consumer products (health and wellness brands), restaurant franchises, engineering and environmental consulting services, and transportation and logistics companies.

Differentiator

Problem solved

Functional benefit

Products and services

  • Palm Beach Capital Fund VI
  • Buyout Investments
  • Growth Equity Investments
  • Add-On Investments

Quantifiable outcome

  • 9.3x return on Cadre Holdings investment
  • +3 more outcomes

Companies that use Palm Beach Capital

Customer profile

Named customers5 records

Segments3 records

Ideal customer profiles4 records

Palm Beach Capital technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Palm Beach Capital partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • MBI Companies, Inc.coreStrategic or Co-development Partner · 7 January 2025Strategic investment to launch Palm Beach Capital's architecture and design services platform. MBI Companies, a leading architecture and engineering firm based in Knoxville, Tennessee with 90+ employees, will serve as the platform foundation for building a national architecture and design services firm through acquisitions and organic growth.

Scale indicators5 records

Recent moves13 records

Expansion highlights5 records

Palm Beach Capital competitors and assessment

Company assessment

Direct peers

  • Centre Partners: Lower-middle-market PE firm with a long track record of control buyouts and growth investments in U.S. businesses across healthcare, consumer, and business services — a close size and strategy analog to PBC.
  • Quad-C Management: Lower-middle-market PE firm focused on control buyouts and growth equity in the U.S. with similar deal-size range and sector breadth (consumer, business services, healthcare), making it the closest size-and-strategy comparable to PBC.
  • Huron Capital: Detroit-based lower-middle-market PE firm executing control investments and add-on acquisitions in business services, consumer, and healthcare — overlapping directly with PBC's core verticals and similar check size.
  • Wynnchurch Capital: Middle-market PE firm focused on operationally intensive buyouts with a comparable check-size range, overlapping sector exposure in business services and industrial/services distribution, and a similar add-on platform-building orientation.
  • Pfingsten Partners: Lower-middle-market PE firm executing control buyouts across consumer, business services, and healthcare, with a similar focus on $20M-$300M EV opportunities and a track record of building platforms via add-ons.
  • Long Point Capital: Lower-middle-market PE firm executing control buyouts and growth equity investments in the U.S., with a similar deal-size band and sector orientation in business services and consumer.
  • Mainsail Partners: Lower-middle-market growth equity firm investing in bootstrapped, founder-led businesses, frequently co-investing alongside buyout sponsors — closely comparable in size and target-company profile to PBC's growth-equity deals.
  • Capital Alignment Partners: Lower-middle-market PE firm focused on control investments in U.S. companies with overlapping sector exposure in business services and healthcare, and a similar check-size discipline.
  • Graycliff Partners: Lower-middle-market PE firm making control and growth investments in U.S. businesses, with comparable transaction sizes and sector focus on business services, healthcare, and consumer.

Broad incumbents

  • Centerbridge Partners: Larger, multi-strategy PE/credit firm that participates in the same lower-middle and middle-market opportunity set, including an investment in a former PBC portfolio company (Westwood, alongside Blackstone), and serves as a useful scaling/sector comparable.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Palm Beach Capital social profiles

Digital presence

Palm Beach Capital financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Palm Beach Capital leadership team

Management profile

Number of profiles

Profiles10 records

Palm Beach Capital funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Palm Beach Capital M&A and investment

M&A and investment

M&A2 records

Investments16 records

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

Frequently asked questions about Palm Beach Capital

What does Palm Beach Capital do?

Palm Beach Capital is a private equity firm that invests committed capital from its six funds into U.S. lower middle market companies through buyouts, recapitalizations, and growth equity investments. The firm targets private, growth-oriented companies with $20M+ revenue and $5M+ EBITDA, with enterprise values between $20M and $300M, primarily in healthcare, business services, logistics, and value-added distribution. It also makes add-on investments to expand existing portfolio companies' product lines, geographic footprint, and customer base.

Is Palm Beach Capital a public or private company?

Palm Beach Capital is a private company. It is classified as management employee owned and is currently operating.

When was Palm Beach Capital founded?

Palm Beach Capital was founded in 2001. It employs 1 to 10 people.

Where is Palm Beach Capital based?

Palm Beach Capital is headquartered in West Palm Beach, United States, in the North America region.

How does Palm Beach Capital make money?

Two revenue lines are on record. Fund Management Fees are the primary driver. The others are carry/Performance Fees.

Who are Palm Beach Capital's main competitors?

Direct peers on record are Centre Partners, Quad-C Management, Huron Capital, Wynnchurch Capital, Pfingsten Partners, Long Point Capital, Mainsail Partners, Capital Alignment Partners and Graycliff Partners. Centerbridge Partners is listed as a broad incumbent.

Does Palm Beach Capital have an API?

No public API is recorded for Palm Beach Capital.

What industry is Palm Beach Capital in?

Palm Beach Capital's product category is Private Equity Investment Management. Its primary akta.pro industry code is FSANABAD, Small-Cap / Micro-Buyout, with a secondary code of FSAKAGAB, SME Term Loans & Growth Capital. Its NAICS code is 52394 and its SIC code is 6282.

Unlock the full company data

50 free credits on sign-up, no credit card required.

Contact sales
Live signals
Pulse 2.0Palm Beach Capital Invests In NELSON Worldwide To Expand National Architecture And Design PlatformPalm Beach Capital Fund VI has made a strategic investment in NELSON Worldwide through United Design Partners to build an integrated national architecture and design services platform. NELSON Worldwide is a national firm with more than 600 employees across 14 offices that provides architecture, interior design, graphic design, and brand strategy services to clients including Hilton, Macy\'s, and Target. The combined platform will operate from 20 locations across the US, with Palm Beach Capital providing growth capital to support acquisitions, organic expansion, and geographic growth.Business Wire BlogPalm Beach Capital Makes Strategic Investment in NELSON WorldwidePalm Beach Capital Fund VI, L.P., through its investment entity United Design Partners, Inc., has made a strategic investment in NELSON Worldwide, an award-winning national architecture and design firm headquartered in Minneapolis. The investment advances UDP's platform-building strategy in the architecture and design services sector, expanding the combined platform to 20 offices across the Northeast, Southeast, Midwest, and West Coast. NELSON will retain its leadership team and workforce, while PBC will provide growth capital to support acquisitions and organic growth initiatives.FinancialContent Business PagePalm Beach Capital Makes Strategic Investment in NELSON WorldwidePalm Beach Capital Fund VI, L.P. made a strategic investment in NELSON Worldwide through its investment entity United Design Partners, Inc., advancing UDP's platform-building strategy in the architecture and design services sector. The investment will expand UDP's platform from 14 to 20 offices across the Northeast, Southeast, Midwest, and West Coast, with Palm Beach Capital providing growth capital to support acquisitions and organic growth initiatives. NELSON will retain its workforce and leadership team while benefiting from PBC's resources to pursue further expansion in architecture and design services.Venture Capital Access OnlinePalm Beach Capital Makes Strategic Investment in NELSON WorldwideNELSON Worldwide received a strategic investment from Palm Beach Capital Fund VI via United Design Partners, expanding its platform to 20 offices. The investment supports acquisitions and organic growth, with NELSON retaining its client-first focus and leadership team.Pulse 2.0Palm Beach Capital: Over $350 Million Raised For Sixth FundPalm Beach Capital closed its sixth private equity fund, Fund VI, raising over $350 million, surpassing its $275 million target. The fund's investor base includes diversified financial institutions, insurance companies, pension funds, and institutional family offices. The firm will continue its sourcing model and thematic consolidation strategies.FinSMEsPalm Beach Capital Closes Its Sixth Fund, at Over $350MPalm Beach Capital closed its sixth fund at over $350 million, exceeding its $275 million target. The fund's investor base includes diversified financial institutions, insurance companies, pension funds, and family offices. The firm will continue its sourcing model and focus on engineering, transportation, business services, and healthcare sectors.BeBeezNotizie da: Morgan Stanley Investment Management, Palm Beach Capital, Dubai Aerospace Enterprise, SKY Fund I Irish, Taktile, Index Ventures e altriThe article provides a summary of multiple independent financial and corporate developments, including Morgan Stanley Investment Management launching the 1GT private equity platform focused on carbon emission reduction. It also details Dubai Aerospace Enterprise's acquisition of SKY Fund I Irish and various funding rounds for companies such as Taktile, Qashio, Letin, and Raven Capital.PR NewswireGrowve Takes Minority Investment From Palm Beach CapitalGrowve, a St. Petersburg, Florida-based brand aggregator specializing in natural wellness and body care products, announced it has received a minority investment from Palm Beach Capital to accelerate its growth strategy. The private equity firm, which focuses on middle-market investments and has backed over 50 companies, will provide both capital and strategic support for Growve's expansion, including organic growth and acquisitions. Growve's portfolio spans more than 20 brands across supplement, body care, food, household, and pet categories, with operations managed by a team of over 400 people.