OneAscent Capital

The firm structures investments through special purpose vehicles that are distributed by financial advisors on OneAscent's wealth platform. Individual accredited investors commit capital on a deal-by-deal basis rather than through blind-pool fund structures. This approach allows for granular portfolio construction and avoids the multi-year capital lock-up typical of traditional private equity funds.

OneAscent Capital targets equity investments in the $5 million to $25 million range per transaction. The firm focuses on U.S. lower-middle-market companies generating between $2 million and $10 million of EBITDA. It pursues both control buyouts and significant minority positions, often serving as the first institutional capital for founder-led businesses.

The firm's stated focus is on technology-enabled business services, healthcare, and industrial technology. OneAscent Capital does not publicly exclude specific sectors, but its strategy has historically avoided real estate, oil and gas exploration, and consumer retail. The concentration on founder-owned, service-oriented businesses reflects the expertise of the broader OneAscent advisory network rather than an explicit exclusion list.

Cole Pearson serves as President of OneAscent Capital and leads day-to-day investment activities. Harry Pearson, the founder and CEO of the broader OneAscent enterprise, maintains oversight of capital allocation strategy. The investment committee includes senior members of the advisory and wealth management businesses, reflecting the integrated distribution model.

OneAscent Capital is the private equity investment arm of the OneAscent platform, which also includes OneAscent Wealth Management and OneAscent Financial. The wealth management business serves high-net-worth families, while the financial entity operates as a broker-dealer. The capital arm was founded in 2017 to give the clients of these existing advisory businesses access to direct private company investments.