PE  Solis Capital Partners

http://www.soliscapital.com





     Office Locations:

23 Corporate Plaza, Suite 215
Newport Beach, CA 92660
Phone: 949-296-2440

 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Information Technology
  • Manufacturing & Industrial
  • Transportation & Distribution

  •  

    Description:

    Founded in 2002, Solis Capital Partners, LLC is a disciplined buyer and builder of high quality, middle-market companies. Solis prefers companies based in the Western United States, with an emphasis on companies located in Southern California. Solis actively pursues opportunities in a broad spectrum of industries, but typically not in the retail, restaurant or apparel sectors. Solis typically pursues majority equity investments ranging from $2 - $25 Million in companies that have a domestic market size of at least $300 million. The firm views its investments as long-term, typically with a four to six year horizon. Solis portfolio companies generally meet the following criteria: Proven business model with a growing, fragmented, domestic market size of at least $200 Million; Proprietary intellectual property, processes or capabilities that create barriers to entry; Secure market position not subject to technological obsolescence; three year history of positive cash flow potential to generate high single to double digit EBITDA margins; and potential to generate compounded annual earnings growth of a least 10% over a five year period. Solis targets companies with revenues of between $5 and $100 million.


     

    Funds:


      Fund Name


      Amount


      Date

    Get funds under management for this firm including Fund name, Dollar size of fund raise, and Vintage with a National Database subscription or Southern California Database subscription.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription or Southern California Database subscription.
    Dan Lubeck Managing Partner
    Gabriel Segura Principal
    Jennifer Schulman Operations Manager
    Sally Leisegang Partner
    Vikki Merrill Partner

     

    Portfolio companies include:


      Lindora
        web link


     

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