What Kidd & Company does

Kidd & Company, LLC ("KCO") is a private family office investment firm headquartered in Old Greenwich, Connecticut, founded in 1976 by William J. Kidd. The firm makes control equity investments in the lower middle market, targeting companies with less than $10 million in EBITDA, and operates under a non-traditional structure in which partners fund the firm's operational costs and invest their own capital in every transaction rather than relying on external fund commitments. KCO sources deals through direct outreach to business owners and founders, frequently acting as the first non-family or non-founder investor, and provides hands-on operational involvement in strategy execution, M&A, financial oversight, and management development across its portfolio companies.

KCO's investment activity spans multiple sectors and vintages. Notable realized investments include Logistyx Technologies (a global multi-carrier parcel management platform formed via 2017 merger of Advanced Distribution Solutions, Agile Network, and Pantechnik International, exited to E2open for $185 million in March 2022), Family RV Group (a 12-location RV dealership platform built via roll-up between 2016 and 2019, sold to RV Retailer in March 2021), Numet (precision gas turbine components, exited to Bromford Industries in November 2019), NextPhase Medical Devices (medical device contract manufacturing), and RelaDyne (industrial lubricants, exited to Audax Private Equity in 2016). Current platform investments include Pierce Washington (enterprise CPQ and digital commerce system integration, recapitalized January 2022) and Brand Holdings/Dr. Emil Nutrition (DTC e-commerce roll-up in health, wellness, sports nutrition, and beauty, formed June 2020 with T-Street Capital).

The firm is staffed by a five-person investment team including Founding Partner William J. Kidd, Partner Gerard A. DeBiasi, and Principals Kenneth J. Heuer, James G. Benedict, and Matthew A. Cook, drawing on prior experience at JPMorgan, the Monitor Company, PwC, Spencer Trask, Braemar Energy Ventures, the Federal Reserve Board of Governors, and the World Bank. Revenue is generated primarily through carried interest and capital gains on portfolio realizations rather than external management fees, and the firm does not publicly disclose financial figures.

Name

Kidd & Company

Legal name

Kidd & Company, LLC

Website

https://kiddcompany.com

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

1–10 employees

Short description

Kidd & Company is a private family office investment firm that makes control equity investments in lower middle market companies (typically under $10 million EBITDA), partnering with founders on hands-on operational value creation and exiting via strategic sales.

Ownership category

akta.pro rank

Product category

Lower Middle Market Private Equity

NAICS

Offices of Other Holding Companies (551112)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

akta.pro secondary industries

Management Buyouts (MBO/MBI) & Sponsor-Led Transactions Advisory (FSAEAGAI), Family/Founder Succession Buyout (FSANABAK)

Keywords

• Lower middle market private equity
• Control equity investments
• Family office investing
• Portfolio company management
• Thesis driven investing

Headquarters

HQ city

Old Greenwich

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Carried Interest from Portfolio Exits: KCO generates returns primarily through the successful execution of investment strategies and fundamental business improvements during ownership periods. Returns are derived from the execution of investment strategy and operational improvements—operational, managerial, financial—enabled during ownership. Unlike typical private equity firms that rely on asset management fees, KCO partners fund operational costs and invest their own capital in every transaction.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Kidd & Company (KCO) is a private family office investment firm that makes control equity investments in U.S. lower-middle-market companies, typically those with less than $10 million in EBITDA. The firm partners with business owners and founders as the first non-family or non-founder investor, providing hands-on operational involvement, strategic planning, M&A support, and CFO-level financial guidance to drive fundamental business improvements. Returns are generated through operational and strategic value creation rather than financial engineering, with partners investing their own capital in every transaction.

Product overview

Kidd & Company is a family office investment firm (not a product software company) focused on control equity investments in the lower middle market. The firm's investment strategy involves partnering with business owners and management to execute strategy-led investments that fundamentally improve business operations. The portfolio consists of both current and exited investments across various industries: Logistyx Technologies (parcel shipping software - exited to E2open for $185MM in 2022), Pierce Washington (CPQ and digital commerce - current), Brand Holdings/Dr. Emil Nutrition (DTC e-commerce - current), Family RV Group (RV dealerships - exited to RV Retailer in 2021), Numet (aerospace precision parts - exited to Bromford Industries in 2019), and NextPhase Medical Devices (medical device manufacturing - exited). Value creation is achieved through hands-on involvement including management best practices, strategic planning, M&A support, and operational improvements rather than financial engineering.

Differentiator

Problem solved

Functional benefit

Products and services

• Kidd & Company Control Equity Investment Services Family office control equity investing in U.S. lower-middle-market companies (typically less than $10 million EBITDA), with hands-on operational involvement including strategy execution, M&A integration, CFO-level financial functions, sales/marketing support, IT systems implementation, and human capital supplementation. Targeted at business owners and founders seeking a first non-family/non-financial partner to scale operations.
• Pierce Washington (current portfolio company) Software system integrator headquartered in San Francisco executing enterprise-level configure-price-quote (CPQ) and digital commerce implementations for B2B customers, providing a 'total commerce' solution across the quote-to-cash business process for Fortune 1000 clients.
• Brand Holdings / Dr. Emil Nutrition (current portfolio company) Direct-to-consumer holding company acquiring e-commerce brands in health, wellness, sports nutrition, beauty, and functional foods, including Dr. Emil Nutrition, Simple Botanics, Healthy Skoop, and a substantial equity stake in Knockaround sunglasses.

Quantifiable outcome

• Reduced parcel shipping costs by 40% for Logistyx Technologies customers
• +4 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability3 records

Partnerships

Four partnerships are on record, tiered core.

• Ignite LabscoreStrategic or Co-development Partner · 18 January 2022Marc Murphy from Ignite Labs serves as Chairman of Pierce Washington. Ignite Labs worked with KCO to identify and execute the Pierce Washington recapitalization as an initial platform for a total commerce system implementation/integration strategy.
• T-Street CapitalcoreStrategic or Co-development Partner · 2 July 2020KCO and T-Street Capital partnered to create Brand Holdings, LLC, a holding company focused on acquiring direct-to-consumer e-commerce companies in health and wellness, sports nutrition, beauty and functional foods. First acquisition was Dr. Emil Nutrition.
• Kevin V. Cox (CEO, Logistyx Technologies)coreOthers · 1 June 2017Former CEO of Agile Network who partnered with KCO and McLarty Capital to form Logistyx Technologies through merger of multiple companies. Led the formation and initial strategy execution.
• Tony Castor (KCO Partner)coreOthers · 29 January 2016Tony Castor, a KCO Partner, served as Chairman of Colerain RV/Family RV Group following the recapitalization.

Scale indicators5 records

Recent moves14 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key highlights2 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

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

M&A2 records

Investments

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

Frequently asked questions about Kidd & Company