Lineage Capital

What is Lineage Capital?

Lineage Capital is a private investment firm that specializes in partnering with family-controlled and owner-managed middle-market businesses across North America.

They are recognized for their unique investment strategy which focuses on providing shareholders with significant liquidity while allowing them to retain control of the board of directors and up to 50% of the economic ownership. Lineage Capital caters to companies with enterprise values ranging from $20 million to $150 million and seeks businesses with a minimum EBITDA of $4 million. Their investment approach is tailored to business owners who aspire to realize substantial liquidity, mitigate typical transaction anxieties, and continue to nurture and grow their companies and legacies.

Lineage's philosophy permits business owners to retain board control after the sale, a notable difference from traditional private equity deals. This method provides up to 85% of the business value in cash at closing while also allowing a 'second bite of the apple' through retained equity—potentially benefiting from future growth. Throughout their operations, they have engaged in more than seventy transactions and injected over $600 million of equity capital.

Their investments span a variety of sectors such as Software (Web Marketplace Saas, etc.), Education, Business Solutions, Hardware & Manufacturing, CleanTech, HealthTech & Fitness, Food & Beverage, and Logistics & Distribution. Their aim is to be a supportive and contributing partner, helping companies become stronger and better prepared for future challenges.

What they say:

We are a private equity firm based in Boston.

What we look for: We invest exclusively in owner-managed businesses.