Forward. Together.

Working in close partnership with entrepreneurs and managers, we invest in technology-enabled and service-based businesses with exceptional prospects for growth.

Our Approach

Baum Capital Partners is a private investment firm that provides equity capital and know-how in support of dynamic companies in the lower middle market. Working in close partnership with entrepreneurs and managers, we have a passion for helping promising companies reach their potential, and the resources required to make it happen.


Greater focus fosters greater success. We believe in investing where market opportunities align with our depth of experience — closely-held companies in the lower middle market with technology-enabled or service-based business models.


True partnerships are based on the alignment of interests. We believe in developing a shared vision for the future and working in collaboration with management to achieve our common goals.


Building businesses is the best way to build value. We believe in bringing the right tools for the job and supporting the development of each business with deep expertise, strategic resources and additional capital.


Relationships are our greatest asset. We believe in honoring each relationship with respect, honesty, and hard work, even in difficult circumstances.

Investment Interests

The founders of Baum Capital Partners have invested in and advised privately-held businesses for over 20 years. We focus on opportunities where a financial partner is being sought to solve a corporate or ownership need, including investments to support growth, generational ownership transfers and management-backed recapitalizations.

of Focus

  • Business and Consumer Services
  • Education and Training
  • Software
  • Commercial and Industrial Services
  • Testing, Inspection and Compliance
  • Healthcare


  • Based in the United States
  • $2.0 to $7.0 million in EBITDA
  • Recurring and predictable revenues
  • Low capital expenditure requirements
  • Identifiable avenues for organic and acquisition-based growth


  • Founder-owned or entrepreneur-led businesses; corporate carve-outs
  • Investing alongside a strong management team with a shared vision of success
  • Growth equity, recapitalizations or management-sponsored buyouts
  • Majority ownership positions favored; structured minority investments also considered


Jonathan Baum

Jonathan Baum

Managing Partner
Chris Hanson

Chris Hanson

Spero Kopitas

Speros Kopitas

Brian Coleman

Brian Coleman

Sam Barton

Sam Barton

Vice President
Haedyn Cole

Haedyn Cole

Vice President

Kurt Schumacher

Kurt Schumacher


Senior Advisors

We benefit from the experience and insights of our Senior Advisors. These individuals include a group of highly successful business leaders with proven track records as both executives and investors. Our Senior Advisors provide substantial subject matter expertise within our sectors of focus, and offer strategic guidance as we seek to build value in our partner companies.
kevin taweel

Kevin Taweel

NEW Asurion
Terry Matlack

Terry Matlack


Jack Surgent

Jack Surgent

Walter George

Walt George



Goettl Air Conditioning

Goettl Air Conditioning is one of the largest providers of essential residential services in the Southwest, providing HVAC and plumbing maintenance, repair, and replacement services to over 100,000 homeowners annually in Arizona, Nevada, California, and Texas.

The Place for Children with Autism


The Place for Children with Autism specializes in providing high-quality, center-based applied behavioral analysis therapy services for children diagnosed with autism spectrum disorder between the ages of two and six.

Level Education Group

Level Education Group provides accredited, convenient, and affordable state-mandated online professional education solutions to mental health and nursing professionals nationwide.

Past Affiliations

George K. Baum Capital Advisors
George K. Baum Capital Advisors was a leading investment bank that advised the owners of middle-market businesses on merger and acquisition transactions and private capital placements, with a specialization in the Technology & Services Sector.
George K. Baum & Company
George K. Baum & Company was an investment bank founded in 1928 with a leading presence in municipal finance as well as taxable fixed income sales and trading operations.

Contact Us

Our Address:
4801 Main Street, Suite 525
Kansas City, Missouri 64112
Tel:  816-283-5200

New Investment Opportunities:
Brian Coleman
Email:  This email address is being protected from spambots. You need JavaScript enabled to view it.
Tel:  816-283-5332

Forward. Together.
Forward. Together.
Baum Capital Partners
Baum Capital Partners

© Copyright 2023 Baum Capital Partners Management, LLC