Taglich Private Equity

What Taglich Private Equity does

Taglich Private Equity is a private financial sponsor headquartered in New York, founded in 2001, that invests in the lower middle-market. The firm operates with a small team (1-10 employees) and is positioned as a traditional private equity buyer targeting smaller, often founder- or family-owned businesses. Its documented activity includes a single disclosed platform acquisition to date: the March 2019 purchase of For Bare Feet, a consumer products company, for an undisclosed consideration. No additional portfolio companies, fund vehicles, transaction history, or team details are available in the provided source material.

As a sponsor, Taglich Private Equity's business model is consistent with the standard lower-middle-market private equity approach: raising capital from limited partners, deploying that capital into controlling or significant minority investments in operating companies, and generating returns through operational improvement, financial structuring, and eventual realizations (sale, recapitalization, or IPO). Revenue mechanics for a sponsor of this size typically include management fees on committed or invested capital (commonly 1.5%-2.0% annually), transaction and monitoring fees charged to portfolio companies, and carried interest on fund profits.

The available data does not disclose fund size, AUM, LP composition, fee economics, or current portfolio breadth. The firm's website (http://taglichpe.com/) was not extractable beyond a verification page, and there are no public disclosures of strategy specialization by sector, deal size range, or value-creation playbook. Given the 1-10 employee headcount, the firm is likely a focused, boutique operation rather than a scaled multi-fund platform, which materially constrains both growth potential and downside visibility for prospective investors or counterparties.

Name

Taglich Private Equity

Legal name

Taglich Private Equity

Website

http://taglichpe.com/

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

Taglich Private Equity is a New York-based private investment firm founded in 2001 that deploys capital in lower middle-market companies as a financial sponsor.

Ownership category

akta.pro rank

Product category

Private Equity / Lower Middle-Market Investment

akta.pro primary industry

Small-Cap / Micro-Buyout (FSANABAD)

Keywords

• Private equity investing
• Lower middle market
• Financial sponsorship
• Buyout investments
• Portfolio acquisitions

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Core offering

Taglich Private Equity is a financial sponsor that focuses on investing in the lower middle market. The firm acquires and holds equity stakes in privately held businesses, as evidenced by its acquisition of For Bare Feet in March 2019. Its core activity is sourcing, executing, and managing control investments in lower middle-market companies.

Differentiator

Problem solved

Functional benefit

Products and services

• Lower middle-market private equity investments Equity capital and ownership participation provided to privately held lower middle-market companies, typically through control buyouts or recapitalizations. Targeted at business owners and management teams seeking a financial partner for growth, transition, or liquidity events.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights1 record

Direct peers

• Pfingsten Partners: Lower middle-market PE firm investing in control transactions of manufacturing, distribution, and business services companies. Comparable in scale and strategy to Taglich Private Equity.
• Sentinel Capital Partners: Lower middle-market private equity sponsor focused on management buyouts and recapitalizations. Directly comparable in target company profile and fund size range.
• NewSpring Capital: Lower middle-market PE sponsor operating multiple funds across growth and control strategies. Comparable in fund size and target company profile to Taglich.
• Blue Point Capital Partners: Middle-market private equity firm targeting control investments in industrial, consumer, and business services. Comparable in deal size and lower middle-market orientation.
• Aterian Investment Partners: Lower middle-market private equity sponsor focused on control investments in operating companies. Highly comparable to Taglich in target deal size, niche focus, and sponsor model.
• Hammond, Kennedy, Whitney & Company: Private equity firm focused on lower middle-market recapitalizations and management buyouts. Comparable sponsor model and deal-size band to Taglich.

Broad incumbents

• Main Street Capital: Publicly traded investment firm focused on lower middle-market debt and equity investments. Overlaps with Taglich's target market but operates at much larger scale with a debt-heavy model.
• Gladstone Investment Corporation: Publicly traded BDC making control equity investments in lower middle-market companies. Comparable end-customer (lower middle-market businesses) though structured as a BDC.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments2 records

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

Frequently asked questions about Taglich Private Equity