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Invision Capital
Invision Capital, is a middle market private equity firm providing “Flexible Capital” to facilitate buyouts, recapitalizations and growth investments in...
Invision Capital
Invision Capital, is a middle market private equity firm providing “Flexible Capital” to facilitate buyouts, recapitalizations and growth investments in manufacturing, distribution and service companies. Invision Capital seeks to invest between $2 million to $15 million per investment. Targeted companies generally have between $5 million and $200 million in revenues and between $2 million and $15 million in EBITDA. Invision Capital’s “Flexible Capital” strategy allows us to invest across a broad spectrum of capital needs depending on where a business is in its life cycle. Invision Capital can structure its capital as senior debt, mezzanine debt or equity. Invision Capital can provide varying types of follow-on capital to meet the changing needs of the business. Our strategy allows us to grow with our partner companies even as their capital needs change, eliminating management’s need to change from one capital provider to another. The Invision Capital team brings over 80 years of private equity investing and operating experience. Our blend of experience makes us a better partner as the firm’s principals have held both finance and operating positions and as such understand the challenges associated with running a business. We seek to offer a value to our management partners in the form of providing sophisticated analytical support, a resource typically not resident in middle market organizations.
General information
Firm type
Generalist
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Chicago
Corporate office
155 North Wacker Drive, Suite 4480, Chicago, IL 60606, United States
Principals
Robert Castillo
Managing Director
M Steffen
Managing Director
D Stitgen
Principal
T Harrison
Principal
P Johnstone
Principal
J Swanson
Principal
I Maddox
Principal
A Munger
Principal
Sector focus
Frequently asked questions
What does Invision Capital's 'Flexible Capital' strategy actually mean in practice?
Invision structures capital as senior debt, mezzanine debt, equity, or preferred equity depending on what a company needs at a given stage. The firm aims to provide follow-on capital as needs evolve, so a management team does not have to switch providers. This approach is designed around middle-market companies that may not fit a standard buyout or venture template.
What investment size and company profile does Invision Capital target?
The firm invests between $2 million and $50 million per platform, targeting companies with revenue generally under $300 million and EBITDA under $30 million. Transaction values typically fall between $25 million and $100 million. Invision focuses on US-based manufacturing, distribution, and service businesses.
Who runs investment decisions at Invision Capital?
Robert Castillo and M Steffen serve as Managing Directors, per the firm's website. The investment team also includes several principals, vice presidents, and associates. The firm states that its principals have held both finance and operating roles, which it argues makes them more attuned to the challenges of running portfolio companies.
Does Invision Capital invest outside the United States?
The firm's stated criteria specify US-based lower middle market companies. While no explicit exclusion for international deals appears, all disclosed investment characteristics and geographic language point to a domestic mandate.
How does Invision Capital source deals and support portfolio companies differently from a standard private equity firm?
Invision markets its in-house analytical support as a resource not typically available to middle-market companies. The firm's principals' dual operating and finance backgrounds are cited as a sourcing and value-creation advantage. Beyond this, no proprietary sourcing channel has been publicly disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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