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LO3 Capital
LO3 Capital was established in 2014 by Glenn Harrison and Harbert Mulherin after careers focused on private credit and equity for lower-middle-market...
LO3 Capital
LO3 Capital was established in 2014 by Glenn Harrison and Harbert Mulherin after careers focused on private credit and equity for lower-middle-market businesses. Harrison previously worked at Praesidian Capital; Mulherin came from Live Oak Capital, where LO3 operated as a division before becoming independent. The firm targets buyouts, growth equity, recapitalizations and direct co-investments through SPVs. It deploys capital into FinTech, Healthcare Services, GovTech, Industrial Tech and PropTech companies. Confirmed holdings include positions in Enterprise Software businesses. Activity centers on North America with additional reach into New York and Dallas markets. AUM stands at an estimated 220 million dollars. The team includes Wesley Roberts as Partner and CFO and Zak DeOssie as Director of Business Development. LO3 maintains memberships in the Association for Corporate Growth, Secured Finance Network, Small Business Investor Alliance and Alliance of Merger and Acquisition Advisors. Philanthropic commitments include America Needs You, Harpeth Conservancy and Our House, Inc. LO3 Capital operates with a hybrid structure that combines multi-family office mandates and direct lower-middle-market credit and equity execution. Governance rests with the two founding managing partners who retain control over investment decisions and LP relationships.
General information
Firm type
Multi Family Office
Year founded
2014
AUM
220 (Altss estimate)
Location
Region
North America
Country
United States
City
Nashville
Corporate office
Nashville, TN, United States
Additional offices
New York · Dallas
Principals
Glenn Harrison
Managing Partner and Co-Founder
Harbert Mulherin
Managing Partner and Co-Founder
Wesley Roberts
Partner and CFO
Zak DeOssie
Director of Business Development
Sector focus
Frequently asked questions
Who runs investment decisions at LO3 Capital?
Glenn Harrison and Harbert Mulherin serve as Managing Partners and Co-Founders and retain primary responsibility for investment decisions.
How does LO3 Capital source proprietary deal flow?
The firm leverages prior relationships from Praesidian Capital and Live Oak Capital plus memberships in the Association for Corporate Growth and Secured Finance Network.
Is LO3 Capital structured as a single family office or does it operate more like a venture firm?
LO3 Capital functions as a multi-family office that executes direct private credit and equity investments rather than a venture firm.
Does LO3 Capital participate in fund commitments or only direct deals?
The firm focuses on direct co-investments and SPVs alongside private credit and private equity transactions.
What investment stages does LO3 Capital typically target?
LO3 Capital targets buyout, growth, lower-middle-market and recapitalization opportunities.
Where does the underlying wealth come from?
Wealth originates from the founding partners' prior careers providing private credit and equity to lower-middle-market companies.
What is LO3 Capital's known posture on co-investments alongside external GPs?
LO3 Capital executes direct co-investments and SPVs in lower-middle-market transactions.
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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