Soaring Pine Capital

Sam Simon serves as Managing Partner and the firm's sole public-facing principal. He is responsible for originating, structuring, and managing both private equity platform acquisitions and real estate investments. The firm does not list an investment committee or additional managing partners, suggesting a centralized decision-making structure typical of a single-family-backed vehicle.

The firm sources proprietary deal flow through Simon's established network in Michigan's lower-middle-market industrial and real estate community. Transactions such as the MC Sports bankruptcy acquisition and the Dickson's Inc. buyout indicate a mix of distressed, intermediated, and founder-direct sourcing, with a strong preference for businesses within a short drive of the Birmingham office.

Soaring Pine functions as a hybrid. It deploys what is understood to be family capital but behaves like a control-oriented private equity firm, acquiring platform companies with the intent of installing operators and pursuing add-on acquisitions. It does not publicly market to outside limited partners, yet it has completed publicly reported acquisitions that resemble institutional PE deal flow.

Simon has publicly targeted founder-owned Midwest companies with $2 million to $5 million in EBITDA, specifically in industrial manufacturing and business services. The firm seeks situations where it can provide liquidity to retiring founders and install professional management, with a geographic preference for Michigan and adjacent Great Lakes states.

Soaring Pine runs real estate and private equity as parallel lines under one balance sheet. This creates an uncommon structural advantage: when a portfolio company needs a new facility or expanded space, the firm can acquire the property directly rather than lease from a third party, capturing appreciation and operational control simultaneously.