# Lakewood & Company

Lakewood & Company is a Private Equity based in Atlanta, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** 2451 Cumberland Pkwy Suite 3627, Atlanta, GA 30339, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** lakewoodcompany.com
- **LinkedIn:** https://www.linkedin.com/company/lakewood-company

## Regulatory record

- **CRD number:** 156429
- **SEC file number:** 801-73099
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156429

## About

Founded in 2005 and based in Atlanta, Lakewood & Company is a private investment firm with an operational bent. The firm does not disclose its founding principals, but its website describes a team with decades of operating, commercialization, and investment experience drawn from industrials, software, and financial services. Lakewood targets US-based businesses in the industrial and business services sectors. The firm takes a multi-stage approach, participating in early-stage, growth equity, and buyout transactions. Its typical equity investment ranges from $5 million to $50 million, though it can pursue larger deals by bringing in co-investment partners. The firm's capital base is not a blind pool — it raises funding on a transaction-by-transaction basis from a network of ultra-high-net-worth individuals, family offices, and institutions. A partial public portfolio list includes holdings in both the Industrials and Business Services categories, though specific company names are not disclosed. Lakewood operates out of a single office in Atlanta, Georgia. Structural details around team size, investment committee composition, and formal AUM are not publicly available. The firm's operational DNA is a stated differentiator: it positions itself as a hands-on, collaborative partner to management teams, aiming to apply an operator's focus to commercialization and growth in portfolio companies. No recent fund closings or deal announcements are identifiable from primary sources. A structural differentiator is Lakewood's deal-by-deal capital assembly model. Unlike traditional private equity firms that deploy committed blind-pool funds, Lakewood syndicates each transaction to a consistent roster of relationship-based backers. This architecture gives the firm indefinite hold periods and eliminates the pressure to deploy a fund within a set timeframe, but it also requires selling each deal individually to its investor group.

## Sectors

- Industrial Tech
- Business Services

## Questions

### How does Lakewood & Company fund its investments?

Lakewood does not use a traditional committed fund structure. It raises capital on a deal-by-deal basis from a standing group of ultra-high-net-worth individuals, family offices, and institutions, which the firm describes as longstanding relationships. This allows for flexible hold periods and bespoke transaction sizing.

### What is Lakewood's typical investment size and sector focus?

The firm targets equity investments of $5 million to $50 million in US-based industrial and business services companies. It can complete significantly larger investments by bringing in co-investment partners. Lakewood invests across multiple stages, from early-stage to growth and buyout opportunities.

### Does Lakewood & Company co-invest with external partners?

Yes. Lakewood states it has the ability to complete much larger investments with its co-investment partners. The firm's strategy explicitly includes collaborating with outside investors to increase its total capital deployment on a given transaction.

### Where is Lakewood & Company headquartered and does it have other offices?

Lakewood's sole office is in Atlanta, Georgia, located at 2451 Cumberland Parkway. There is no indication of additional offices.

### What is Lakewood & Company's posture on operational involvement with portfolio companies?

Lakewood explicitly describes its DNA as operationally focused. It seeks hands-on, collaborative partnerships with management and states that its team includes members with operating and commercialization experience gained in industrials, software, and financial services.

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- [Lakeside Companies](https://altss.com/profile/lakeside-companies)
- [Landmark Capital](https://altss.com/profile/landmark-capital)

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Last updated: 2026-07-06T00:35:31.724Z

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