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.

Focus

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.

Collaboration

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.

Resources

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.

Character

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.

Sectors
of Focus

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

Company
Characteristics

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

Deal
Characteristics

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

Team

Jonathan Baum

Managing Partner

Chris Hanson

Partner

Speros Kopitas

Partner

Charles Holznecht

Principal

Jon Biggs

Vice President

Brian Coleman

Vice President

Sam Barton

Associate

Haedyn Cole

Associate

Samantha Carter

Analyst

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

NEW Asurion
Corporation

Terry Matlack

VantEdge
Partners

Jack Surgent

Surgent

Walt George

Ralcorp
Holdings

Portfolio

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 50,000 homeowners annually in Arizona, Nevada, and California.

Affiliations

George K. Baum Capital Advisors is a leading investment bank advising 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 is 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

Terms & Conditions

New Investment Opportunities:
Samantha Carter
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Tel: 816-283-5329