PE  Southlake Equity Group

     Office Locations:

950 E. State Hwy 114, Suite 160
Southlake, TX 76092
Phone: 817-328-3600
Fax: 817-328-3601



  • Middle Market



  • Business Services
  • Consumer Products & Services
  • Manufacturing & Industrial
  • Transportation & Distribution



    Southlake Equity Group invests in lower middle market companies with headquarters or significant operations in the South Central United States, an area encompassing Texas and its neighboring states. The firm acquires companies with enterprise values from $20-$200 million, although it will consider smaller transactions as add-ons to existing platform investments. The firm's target market includes approximately 8,000 companies, with annual revenues between $25 million and $200 million, within driving range or a short flight from its headquarters located just outside of Dallas, Texas. The firm aims to invest $20-50 million in each platform company, but sometimes invest more and occasionally less. Target industries include: Industrial Products, Business Services, Specialty Distribution, and Consumer Products. Excluded industries include Restaurants, High-Tech, Energy Exploration, Real Estate, and Financial Institutions.

    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
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    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.
    Dana McGrath Office Manager
    David A. Spuria Partner & General Counsel
    Douglas Clark Chief Financial Officer
    Thomas C. Keene Managing Partner


    Portfolio companies include:


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