Socius Capital

What is Socius Capital?

Socius Capital, LLC is an independent private equity sponsor focused on the middle market, partnering with experienced management teams to provide capital that enables them to achieve their goal of owning a significant equity position in their companies. They specialize in equity investments, particularly in the areas of expansion, MBO/LBO, acquisition, and recapitalization.

As a Private Equity Fund, their expertise lies in identifying and supporting growth opportunities for businesses through financial investments and strategic guidance. With headquarters at 614 West Bay Street, Tampa, Florida, they have established a reputation for empowering management teams and providing growth capital, including acquisition financing.

Socius Capital's investment approach includes facilitating generational transfers, as evidenced by their involvement in a recapitalization in December 2008 of Wazee Companies, LLC, enabling a transition from family ownership. They also focus on management-led buyouts and buyins, acquiring Precision Machine and Manufacturing with the existing management team in March 2014, showcasing their ability to support successful ownership transitions.

Furthermore, Socius Capital provides junior capital for acquisitions and growth financing, with investments in companies like Intertech Plastics and Twist Body Brands. Their team, comprising of co-founders and Managing Directors David Woodward, Jeff Lamb, and Stephen Hill, brings extensive industry, financial experience, and a network of contacts and resources to drive business value growth.

Socius Capital fosters long-term relationships and applies their collective experience to assist in the strategic development of portfolio companies, actively involving themselves as board members and advisors, demonstrating a commitment to the success of their investments.