Our Approach

Investment Criteria

25+

years of experience + commitment

Ideal Investment Characteristics

Platform investments headquartered in the Southeastern United States (add-on investments in any location)

Up to $250 million initial transaction value

EBITDA of at least $3 million

Three targeted sectors: business services, consumer services, and healthcare services

85%

Since 2006, 85% of our investments have been in companies raising first-time institutional capital.

Southeastern Focused

The Southeast represents one of the largest economic engines in the world. On its own, its GDP is larger than that of many developed countries. Over Carousel Capital’s 25+ years in business, this economy’s importance to the US has only grown, producing a tremendous number of great service companies that are ideal for our partnership. As a firm, our presence in the region is more than a strategy, it is where we are from and spend our time.

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Our goal is to offer the most sophisticated private equity solutions found anywhere, with a local touch that only comes from our long history of investing in the Southeast.

Jason C. Schmidly, Managing Partner

Ours are more than simple bullet points on a page.

Most groups use these commonly written phrases to define who they are in the eyes of investors and investment bankers. We use ours to define what we do and more importantly, what we have always done, specifically when working with successful business owners. Moreover, while our investment criteria phrases may sound common, we find they have uncommon depth from our competition when describing them to others, born from long-term experience honing exactly what they mean.

Our Experience