Investment Profile

$2.5-10M
Investment Size
$500K-5M
EBITDA Target
5-7
Year Partnership

Investment Types

Leveraged Buyouts (LBOs) • Bolt-On Acquisitions • New Ventures

Target Industries

Financial Services • Insurance Operations • Healthcare Services • Niche Manufacturing • Business Process Outsourcing

Why Amercape

Our Investment Philosophy

We know businesses require more than just capital to succeed. We formed Amercape to invest alongside management in proven, growing, small middle-market companies and to build new ventures with experienced operators where operational excellence drives sustainable competitive advantages.

Trust

We partner with managers whom we like, trust and admire and whose interests align with our own. Through our investments, we enable current company owners to meet their needs for capital, liquidity and diversification.

Partnership

We believe that private equity is a relationship business, not a transactional one. We strive to treat everyone, including our managers, intermediaries and service providers, like partners.

Value-Add

We know that earnings growth is the most important factor in a successful investment. We provide our partner companies with the capital, guidance, strategy, and operational support needed to create additional value through technology integration and process optimization.

Character

Acting with integrity is the fundamental principle guiding all of our actions.

Reputation & Track Record

Our partners bring decades of experience in regulated industries and operational transformation. Since 2020, we are focused on generating superior returns through disciplined investment in businesses with defensible market positions.

How We Work

Investment Strategy

Amercape is an Independent Sponsor who operates through two complementary approaches: partnering with established profitable businesses to accelerate growth through digital transformation, and launching new ventures with seasoned operators who bring proven industry expertise.

Geographic Reach

While headquartered in Houston, we invest across North America with particular strength in Texas and the Southwest, where our team's relationships and market knowledge provide distinct advantages.

Value Creation Framework

Our approach to building value focuses on four key areas:

Technology Integration: Implementing digital solutions that create operational efficiencies and competitive differentiation
Scaling Operations: Expanding successful business models through geographic growth, strategic acquisitions, and new market entry
Financial Optimization: Improving capital structure, cash flow management, and profitability metrics
Market Positioning: Strengthening competitive moats and market leadership through strategic initiatives

Deal Structure Flexibility

We provide customized capital solutions including buyouts, add-on acquisition financing, and new venture seed funding with deeply experienced operators.

Investment Criteria

Target Companies

Financial Performance: $500K-5M EBITDA with consistent cash generation and clear growth trajectory
Market Position: Strong competitive positioning with defensible business models and customer loyalty
Management Quality: Founder-led or entrepreneurial management teams with deep industry knowledge
Technology Readiness: Businesses positioned to benefit from digital transformation initiatives
Growth Catalysts: Clear opportunities for expansion, whether through market growth, acquisitions, or operational improvements

New Venture Partners

Industry Veterans: Operators with 15+ years of experience and proven success in their sectors
Market Insight: Deep understanding of industry inefficiencies and emerging opportunities
Execution Capability: Track record of building and scaling operations from concept to profitability
Technology Orientation: Openness to leveraging technology for competitive advantage
Partnership Mindset: Commitment to collaborative decision-making and shared value creation

Cultural Alignment

We prioritize partnerships with leaders who share our values of integrity, operational excellence, and long-term thinking. The best investments come from mutual respect and aligned incentives.

Contact

Ready to partner with us?

For sophisticated investors only.

FAQ

Q What makes Amercape's approach unique?

Our focus on digital transformation as a core value driver sets us apart. While many PE firms talk about technology, we make it central to every investment. Combined with our dual strategy of investing and building, we can capture opportunities across the entire business lifecycle.

Q How hands-on are you with portfolio companies?

Very. We're operational partners, not passive investors. Our team works directly with management on strategic initiatives, technology implementation, and growth planning. For new ventures, we're involved from day one in business model development and market execution.

Q Do you invest outside of Texas?

Yes, we invest across North America. While our Houston base gives us strong Texas and Southwest networks, we pursue compelling opportunities wherever they exist, particularly when we can add meaningful value through our expertise and connections.

Q What's your investment timeline and exit strategy?

We typically hold investments for 5-7 years, focusing on building sustainable value rather than quick exits. Our goal is to help create market-leading companies that command premium valuations when the time is right to exit.

Q How do you help companies with digital transformation?

We bring both strategic guidance and tactical implementation support. This includes technology vendor selection, process digitization, data analytics implementation, and customer experience enhancement. Our approach is practical and ROI-focused, not theoretical.