Private Equity
What sets our family office apart?
We do not blindly invest in companies. We build relationships with like-minded investors, business owners, management teams and entrepreneurs to align interests, evolve businesses and create lasting value.

Patience
Kaulig Capital is a family office, not a private equity fund, so we invest our own capital and have the ability to own an asset indefinitely with a primary focus on growth, not exit or short-term results.

Flexibility
We are not constrained by an investment theme, horizon, or structure, which provides for more flexibility than traditional private equity funds.

Performance
We have a proven track record of building profitable and scalable businesses and can leverage in-house resources with experience in sales, marketing, operations, and manufacturing.
Investment Focus and Approach

Situations
- Business owners seeking partial liquidity or shareholder recapitalization
- Experienced operators seeking a partner to acquire a business
- Fundless sponsors seeking a majority partner for multi-sponsor club deals
- Capital to support growth or acquisitions
- Proprietary mandates vs. formal auction
Business Characteristics
- Strong management teams
- Competitive advantage in technology, brand, or process
- High gross margins
- Organic growth opportunities
- Low Capital Expenditure business models
- Demonstrated history of profitability


Sectors & Geography
- Industry agnostic (no venture, oil/gas, high tech)
- Investments to-date focus on consumer products, distribution, food and beverage, media and marketing, financial services, business service among others
- Domestic companies with a preference of short flights from headquarters
Company Size
- Profitable, cash-flowing businesses with a history of year-over-year growth
- Revenue of at least $10 million
- EBITDA of at least $2 million


Investment Size
- Equity checks up to $30 million
- Ability to flex up with our relationships
- Debt and equity