INVESTING IN LEGACIES,
EXPANDING HORIZONS

ABOUT US

We are Tartan Capital, a private investment firm based in Dallas, Texas. We partner with founders, entrepreneurs, families and ownership-minded management teams to build on their foundations with flexible, long-term capital and our in-house expertise to drive extraordinary outcomes. Backed by committed capital partners, Tartan was founded to transcend traditional private equity deal structures and investment horizon constraints, embodying a culture that fosters trust, innovation, and results. Our differentiated approach is tailored to create a sustainable and prosperous future for the businesses we partner with, their employees, and the communities they serve.

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CORE VALUES

At Tartan, our core values of integrity, respect, and excellence are at the heart of everything we do. We are committed to building lasting relationships with exceptional people based on transparency, accountability and hard work to create enduring value for all stakeholders.

INTEGRITY

Upholding honesty and ethical behavior

RESPECT

Valuing diverse perspectives and contributions

EXCELLENCE

Pursing the highest

standards

CONTACT OUR TEAM

INVESTMENT CRITERIA

BUSINESS ATTRIBUTES

Preference for founder, entrepreneur or family-owned businesses, or companies with ownership-minded management teams

Headquartered or significant operations in North America

INVESTMENT
SIZE

Lower middle market
Middle market

PREFERRED SECTORS

Value-added manufacturing and distribution
Business and financial services
Consumer products and services
Real assets
Other sectors with unique characteristics or partner expertise

COMPANY CHARACTERISTICS

Strong and committed management team
Value-added products and / or services
Regionally / nationally entrenched
Favorable growth trends
Durable cash flows

TRANSACTION TYPES

Management-led buyout / acquisition
Family / founder liquidity & succession
Corporate divestiture
Industry consolidation
Recapitalization
Special situation

INVESTMENT STRUCTURES

Control or substantial minority investment

Direct or co-investment arrangement

OUR APPROACH

APPROACH

We believe in partnership beyond capital. Our commitment to driving long-term value is a hands-on, collaborative approach with our companies and management teams to preserve their legacy and achieve greater success. We blend our institutional expertise, operating experience, resources, and strategic partners with flexible, straightforward business practices to build on the existing strengths of our companies and provide actionable opportunities for our businesses and their management teams to drive growth.

Tailored Strategies and Flexible Approach

We believe that every business is unique and that there is no one-size-fits-all approach to building long-term value. That’s why we take a tailored approach to each business, developing strategies that build on their existing strengths to fuel innovation and success.

We believe that flexible, straightforward business practices are key to creating long-term value. Our adaptable approach allows us to pivot and adjust as market conditions and industry trends change.

We are flexible in the types of transactions, ranging from management-led buyouts and family/founder liquidity to recapitalizations and corporate divestitures through control or substantial minority investments with key governance provisions.

Institutional Expertise and Resources

We bring a wealth of institutional investment expertise and operating experience in a variety of industries to every partnership, allowing us to provide a unique perspective and skillset to our companies.

We make strategic relationship introductions through our extensive network of industry executives and professional advisors that can be deployed to enhance the operational strength of our companies and help improve efficiencies, implement new technologies, scale operations, expand market positioning and drive long-term growth.

We understand the complexities of running a successful business and have a proven track record of building value for our companies.

Long-Term Value Creation Partner

Our committed capital partners afford us the ability have a long-term investment horizon and the agility to allocate the necessary financial resources to ensure the success of our companies.

Our value creation approach is rooted in a hands-on, collaborative partnership, working alongside management teams to identify actionable opportunities for growth and implement sustainable, long-term solutions that drive extraordinary outcomes..

This adaptability allows us to empower management to make choices that best serve our companies' interests.

FOR OWNERS

1. We recognize there may come a time to work with a new capital partner, diversify assets, or transfer all or a portion of a business. 2. We believe it is essential to identify a partner who values the team, company ethos, established relationships and hard-earned reputation that can be relied upon to help steer the business towards sustained prosperity. 3. We have a strong appreciation for the tools and communication required to ensure a seamless transition and continuity in the business moving forward. We also support owners continued involvement in the business post-transaction. 4. We have a proven history of investing in and operating successful companies across a diverse range of industries.
FOR MANAGEMENT

1. At Tartan, we don't just invest in companies, we invest in people. 2. We are committed to building strong, enduring relationships with our companies, founded on our core values, trust, and a shared vision for long-term success. 3. We recognize the difficulty in selecting a collaborative partner who not only shares a company's generational vision but also grants the operational and strategic freedom necessary for growth. Instead of managing companies, we empower talented, mission-driven management teams and their companies to reach their full potential. 4. Unbound by the pursuit of quick returns or fixed investment timelines, we align with management through incentive plans. 5. We employ prudent financial leverage to maintain operational agility and safeguard long-term aspirations. 6. With a proven track record of investing with and operating successful business coupled with a vast network of industry executives and professionals, we offer comprehensive support to our management teams.

DIFFERENTIATED APPROACHES

Philanthropy

CONTACT US

Contact

​INVESTING IN LEGACIES, EXPANDING HORIZONS