Our Approach

Partnerships First. Transaction Second.

We work to create successful partnerships.

Carousel Capital has a deep understanding of the hard work, sacrifices, and risks involved in building a successful business. We work hard to be respectful of your corporate culture and the unique aspects of your business that created its success.

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Carousel Capital believes in forming partnerships that are right for everyone involved. The most successful partnerships are those based on mutual respect and shared ideals.

Jason C. Schmidly, Managing Partner

For Management

Customized Private Equity for Successful Business Owners.

Since 2006

Carousel Capital has not made a CEO change in any platform investment made since 2006.

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Other than a CEO's planned retirement

We’re entrepreneurs too.

Like you, we understand what it takes to lead a successful organization. This is the experience we seek to bring to any partnership. Our leadership has been working together for more than 25 years and remains actively engaged in every partnership we strike. With Carousel Capital, you will have a partnership with the team that has a had a front row seat across over 40 investments.

We’d love to do something great together.

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Since 2006

67%

of our investments have been in companies that were founder-owned.

For Intermediaries

Customized Solutions for Your Client

Carousel Capital

Our goal is to do what we say.

Carousel Capital has a long and successful history of working with investment bankers, business brokers, attorneys, accountants, consultants, executives, and various other intermediaries. We take great care to ensure that your relationship with your client is properly protected and that our interactions are forthright. We believe that our deep experience allows us to deliver on our promises, a core tenant of our investment and diligence process.

Investment Criteria

Since 2006, the aggregate enterprise value of all Carousel's current and former portfolio companies exceeds$9 billion

Looking out for intermediaries.

We will gladly pay fees to compensate intermediaries for referrals of closed investments. We pride ourselves on our timely and decisive feedback on ideas and pledge to be a resource for suggestions should an opportunity prove not to be of interest.


Get in touch to discuss how Carousel Capital can be your partner in success.

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100+ CEO investors

Since the firm's inception, our group of over 100 CEO investors in our funds has brought us a network of opportunities in the southeast.

They are not operating partners, nor looking to run your business, but they do extend our reputation.

Since 2006, Carousel Capital investments have been in companies that have had

157%
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Defined by the term which the Fund(s) held majority control of the investment.

Average revenue growth during our partnership

Carousel Capital's fund VI raised

$700 Million

Since 2006

85%

of our investments have been first-time institutional equity capital