Presidio Investors
Presidio Investors is a middle-market private equity firm founded in 2007 that makes control investments in niche business services and entertainment companies, typically targeting $5-20M EBITDA and $20-100M enterprise value, with operating partners embedded into portfolio company leadership.
- Company typePrivate
- Founded2007
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Presidio Investors does
Presidio Investors is a middle-market private equity firm founded in 2007 by Karl Schade and headquartered in Austin, Texas. The firm makes control investments in growing, niche businesses concentrated in two sectors: business services and entertainment. Presidio targets companies with $5-20M of EBITDA and $20-100M of enterprise value, and explicitly partners with management teams rather than imposing financial-sponsor-only playbooks — its operating partners and value-add boards take interim executive roles (e.g., Executive Chairman, interim-CEO, interim-CFO) inside portfolio companies such as Resolve Tech Solutions, Almaden, and National Health Finance.
Since founding, Presidio has executed 17 platform investments through more than 40 acquisitions and has broadened its investment focus from U.S. business services into entertainment verticals (creative talent agency The Only Agency, audiobook publisher Podium Audio, single-issue print magazine publisher Centennial Media) and, in 2025, into European professional sports through the acquisition of Italian Serie A club Hellas Verona FC. The firm has also recently entered mortgage brokerage via Edge Home Finance (2026). Recent exits include Alliant National (2025), the largest independent-agent focused title insurer in the U.S.
The firm's 1-10 person investment team is led by Managing Partners Karl Schade and Christian Puscasiu, supported by Partners Victor Masaya and Josef Auboeck, Managing Director Dirk Swaneveld, and a bench of Operating Partners with prior leadership at McKinsey, Bain, Blackstone, Silver Lake, EQT, CDPQ, SEI, Recursion, Intuit, and Clorox. Capital is deployed from institutional limited partners into niche market-leading businesses where Presidio's combination of capital, operating expertise, and industry-specific board construction is the intended value-creation engine. The firm earns revenue through conventional private equity mechanics — management fees, transaction/monitoring fees, and carried interest on realizations — though specific AUM, fund size, and revenue figures are not publicly disclosed.
Presidio Investors firmographics
Firmographics- Name
- Presidio Investors
- Legal name
- Presidio Investors
- Website
- https://presidioinvestors.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Presidio Investors is a middle-market private equity firm founded in 2007 that makes control investments in niche business services and entertainment companies, typically targeting $5-20M EBITDA and $20-100M enterprise value, with operating partners embedded into portfolio company leadership.
- Ownership category
- akta.pro rank
Presidio Investors industry classification
Industry- Product category
- Private Equity
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Media, Entertainment & Gaming Growth Equity (FSANACAI)
Keywords
Where Presidio Investors is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Presidio Investors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Marketing channels1 record
Presidio Investors product offering
Product offeringCore offering
Presidio Investors is a private equity firm that makes control investments in lower-middle-market companies in the business services and entertainment sectors, targeting businesses with $5-20M of EBITDA and $20-100M of enterprise value. The firm pairs equity capital with operational expertise and value-add boards of industry professionals to grow portfolio companies and produce returns for stakeholders. Across its history the firm has executed 17 platform investments and more than 40 acquisitions.
Product overview
Presidio Investors is a private equity firm offering a single core investment product: capital investment and operational expertise to growing middle market companies. The firm does not operate a unified platform with modules, but rather maintains a portfolio of diverse portfolio companies across sectors including business services and entertainment. Portfolio companies span mortgage brokerage (Edge Home Finance), sports/entertainment (Hellas Verona FC), creative talent (The Only Agency), marketing supply chain (Almaden), IT services (Resolve Tech Solutions), home automation (BRAVAS), audiobook publishing (Podium Audio), litigation finance (Golden Pear Funding), semiconductor design (Elevate Semiconductor), and various other industries. The firm targets control investments in companies with $5-20M EBITDA and $20-100M enterprise value, providing not just capital but also strategic guidance through value-add boards of industry professionals.
Differentiator
Problem solved
Functional benefit
Products and services
- Private Equity Investment Services Presidio Investors' core offering is control private equity capital paired with operational expertise, provided to lower-middle-market businesses in the business services and entertainment sectors. Investments typically target companies with $5-20M of EBITDA and $20-100M of enterprise value, and include the creation of value-add boards of top industry professionals for each portfolio company.
Companies that use Presidio Investors
Customer profileSegments3 records
Ideal customer profiles1 record
Presidio Investors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Presidio Investors partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights5 records
Presidio Investors competitors and assessment
Company assessmentDirect peers
- Shoreline Equity Partners: Middle-market PE firm focused on lower-middle-market business services and consumer companies with $5-20M EBITDA — overlapping target profile and thesis with Presidio.
- Gridiron Capital: Lower-middle-market PE firm specializing in business services, consumer, and niche industrial companies — directly comparable in deal size, sector focus, and operational partnership model.
- Tengram Capital Partners: Consumer-focused middle-market PE firm that invests in branded consumer and entertainment businesses — closely aligned with Presidio's entertainment vertical and control-investment approach.
- Trinity Hunt Partners: Middle-market private equity firm investing in business services and consumer companies with EBITDA in the $5-25M range, near-identical target parameters to Presidio Investors.
- CenterOak Partners: Dallas-based middle-market private equity firm focused on business services and consumer sectors, with similar deal-size parameters to Presidio; directly comparable as a competing lower-middle-market buyout sponsor.
- Acacia Partners: Middle-market PE firm investing in business services and consumer companies — previously employed Presidio VP Kyle Echerd and competes in similar deal sizes and sectors.
Broad incumbents
- H.I.G. Capital: Large global alternative investment firm with a dedicated middle-market buyout practice — competes with Presidio for control deals in business services while offering far broader sector and geographic reach.
- NewSpring Capital: Multi-strategy private equity firm with a lower-middle-market buyout strategy targeting business services and consumer — competes in the same deal-size band as Presidio.
- The Jordan Company: Established middle-market PE firm with deep experience in business services, consumer, and industrial sectors — competes with Presidio for similar lower-middle-market control investments.
Regional players
- KarpReilly: Consumer-focused private equity firm with entertainment and lifestyle holdings — comparable thematic exposure to Presidio's entertainment vertical.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Presidio Investors social profiles
Digital presencePresidio Investors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Presidio Investors leadership team
Management profileNumber of profiles
Profiles19 records
Presidio Investors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Presidio Investors M&A and investment
M&A and investmentM&A5 records
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Presidio Investors
What does Presidio Investors do?
Presidio Investors is a private equity firm that makes control investments in lower-middle-market companies in the business services and entertainment sectors, targeting businesses with $5-20M of EBITDA and $20-100M of enterprise value. The firm pairs equity capital with operational expertise and value-add boards of industry professionals to grow portfolio companies and produce returns for stakeholders. Across its history the firm has executed 17 platform investments and more than 40 acquisitions.
Is Presidio Investors a public or private company?
Presidio Investors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Presidio Investors founded?
Presidio Investors was founded in 2007. It employs 1 to 10 people.
Where is Presidio Investors based?
Presidio Investors is headquartered in San Francisco, United States, in the North America region.
Who are Presidio Investors's main competitors?
Direct peers on record are Shoreline Equity Partners, Gridiron Capital, Tengram Capital Partners, Trinity Hunt Partners, CenterOak Partners and Acacia Partners. Broad incumbents are H.I.G. Capital, NewSpring Capital and The Jordan Company. KarpReilly is listed as a regional player.
Does Presidio Investors have an API?
No public API is recorded for Presidio Investors.
What industry is Presidio Investors in?
Presidio Investors's product category is Private Equity. Its primary akta.pro industry code is FSANACAI, Media, Entertainment & Gaming Growth Equity. Its NAICS code is 52394 and its SIC code is 6282.