Freeman Spogli & Co.

What is Freeman Spogli & Co.?

Freeman Spogli & Co. is a private investment firm that has been exclusively investing in retail, direct marketing, and distribution companies within the U.S. since 1983.

With a focus on growth, they have put over $3.0 billion into 47 portfolio companies, which have an aggregated value of about $17 billion. In their investment strategy, Freeman Spogli specializes in placing equity and equity-related securities in corporate acquisitions as well as special situations that can deliver high returns by pairing capital infusion with strategic management assistance.

The firm has a history of raising substantial funds through limited partnerships, exemplified by the $1 billion FS Equity Partners V, L.P. ('Fund V') in 2004 and the $735 million FS Equity Partners VI, L.P. ('Fund VI') in 2011, both of which were earmarked for investment in corporate acquisitions organized by Freeman Spogli.

They are known for their specialization in the consumer and distribution sectors, as their website claims for over four decades, and have raised over $9 billion across 9 institutional funds.

With an Industry Focus on the consumer and distribution sectors exclusively, they have made over 320 investments with an aggregate transaction value of $29 billion. Freeman Spogli prides itself on partnering with strong middle market companies, assisting management teams to grow their businesses effectively.

Their minimum investment size typically starts at $20,000,000 and can go up to a maximum of $120,000,000, targeting companies in diverse industries such as Software, IT & TMT, Media, Business Solutions, FinTech, Financial Services, Hardware, Manufacturing, CleanTech, HealthTech, Fitness, Mobility, and Online Social sectors.

Their investment thesis and specialty include acquisitions where they invest with the expectation of achieving high returns through active partnership and management support.