Middleton Private Equity
We work directly alongside management teams, drawing on operating experience and relationships to build value beyond the balance sheet.
Our team combines investment professionals, operators, and entrepreneurs with hands-on experience across various asset classes. This breadth gives us a differentiated perspective on each investment and a day one value acceleration plan.
We bring to each partnership…
Experience
Operators who have built and run businesses in our target industries
Network
Deep industry relationships
Strategy
Operational playbooks developed through direct experience
Capital
Flexible and dedicated capital base
Investment Criteria
Size
New Platforms: We focus on opportunities between $2,000,000-$20,000,000 of EBITDA.
Add-on Businesses: Typically looking for greater than $5mm of revenue
Sector
New Platforms:
Founder or Family-owned
Manufacturing and Distribution
Based in the USA.
Key sectors of focus include, but are not limited to:
Consumer Products
Commercial Foodservice & Hospitality
Food & Beverage
Commercial Fitness
Add-on Businesses:
Consumer Products- Outdoor, Housewares, Fitness, Beach, Cooling, Seasonal, Baby, Pet
Commercial Fitness Equipment and Accessories
California Wineries
Investment Approach
We invest in industries where our experience and expertise unlock unique opportunities. We can leverage these opportunities through businesses at an inflection point where our industry experience and flexible capital lead to strong outcomes.
Current Investments
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Sector: Food & Beverage - Winery
Founded in 2005 by renowned Winemaker Russell Bevan, Bevan Cellars is a leading Napa Valley Winery.
Bevan Cellars offers highly-rated wines across both accessible and highly limited, single-vineyard, ultra-premium price points.
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Sector: Commercial Products - Fitness
TAG Fitness is a commercial fitness platform, focusing on bringing quality strength equipment to the vertical fitness segment. Our end customers include, Fitness Centers, Education, Multi-family, Corporate, Hospitality, Municipal, and more.
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Sector: Consumer
O2C Brands is a consumer platform comprised of six brands operating at the intersection of outdoor, juvenile, and family fun. O2C Brands is a leader in the portable cooling space with their brands O2COOL and Treva.
Under Middleton’s ownership, O2C Brands has made several strategic acquisitions, including Green Sprouts, Lunchbots, Ecovessel, and Ukonserve.
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Sector: Commercial Products - Fitness
Legend Fitness is a commercial fitness equipment manufacturer. Based in Knoxville, TN - Legend Fitness designs and manufactures an extensive line of commercial-grade strength equipment.
