Castle Harlan

About The Fund

Castle Harlan, Inc. is an established private equity investment firm that concentrates on acquiring control positions in middle-market private companies. Founded in 1987, the firm operates predominantly in the North American market, while also extending its reach through partnerships abroad, like with CHAMP - Castle Harlan Australian Mezzanine Partners in Australia. Castle Harlan's investment activities are channeled through eight private equity funds—five domestic and three Australian—pooling approximately $6.0 billion in capital commitments. Their investment portfolio spans diverse industries such as Software, IT, BioTech, Business Solutions, FinTech, Hardware Manufacturing, Energy, CleanTech, Food & Beverage, Logistics, Material Science, Aerospace, DeepTech, and Investment Management. The firm's investment thesis rests on several pillars: targeting companies with a robust market position and established business practices, moderate growth potential, collaborative relationships with management teams, sensible valuation approaches, and a strategic vision for building global reach, all while working closely with limited partners. This disciplined focus underscores Castle Harlan's commitment to fostering value and growth in their investments, leveraging their deep industry expertise, and delivering financial returns to their stakeholders. Key attributes that Castle Harlan looks for include stable revenue flows, leadership in niche markets, and potential for operational improvements. By partnering with strong management teams and employing a hands-on approach to governance, they aim to steer their portfolio companies toward long-term success in the global marketplace. Their approach to private equity is characterized by responsibility and a strict adherence to their established investment criteria to ensure that every opportunity aligns with their strategic goals.