# Southlake Equity Group

Southlake Equity Group is a Private Equity based in Southlake, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Southlake, United States
- **Region:** North America
- **Address:** 950 E. State Hwy. 114 Suite 160, Southlake, Texas 76092
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** southlakeequity.com

## Regulatory record

- **Reports private funds:** No

## About

Southlake Equity Group is a Texas-based private equity firm that invests in lower middle market companies in the South Central United States. The firm has made six investments, including a Series B investment in Titan Spine on November 7, 2018. Southlake Equity Group has three portfolio exits, including the sale of Titan Spine on May 10, 2019.

## Sectors

- Industrials
- Manufacturing
- Distribution & Logistics
- Business Services

## People

- Tom Keene — Managing Partner
- David Spuria — Partner & General Counsel
- Doug Clark — Chief Financial Officer
- Dana McGrath — Office Manager

## Questions

### Who runs investment decisions at Southlake Equity Group?

Tom Keene, the firm's Managing Partner, leads investment decisions. The website presents him as the primary executive overseeing strategy and operations, supported by Partner and General Counsel David Spuria and CFO Doug Clark. No investment committee structure or external advisors are disclosed publicly.

### Is Southlake structured as a fund or a permanent-capital vehicle?

Southlake explicitly states it invests 'our own capital in partnership with some of America's leading entrepreneurial families,' describing that capital as 'patient, non-institutional.' This language describes a permanent-capital vehicle rather than a closed-end fund, avoiding the fundraising and return-of-capital cycles that define traditional private equity firms.

### Which sectors does Southlake Equity Group explicitly avoid?

Southlake does not publish a formal exclusions list, but both its stated industry focus and existing portfolio are confined to manufacturing, distribution, and services. It does not appear to invest in technology, healthcare, or financial-services businesses. The firm's emphasis on physical operations and American industrial capacity points to an intentional avoidance of asset-light or venture-scale business models.

### Where does Southlake's investment capital come from?

The firm states it invests its own capital alongside entrepreneurial families. No institutional limited partners, pension funds, or endowments are mentioned. The identity of the specific family co-investors remains undisclosed, and the firm does not disclose total assets under management or committed capital.

### What is Southlake's known posture on co-investments alongside external GPs?

Southlake's model is built around direct equity and debt investments, and it does not indicate any activity as a limited partner in third-party funds. Its co-investment relationships appear reserved for the undisclosed entrepreneurial families that back the firm directly, rather than external general partners.

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Last updated: 2026-06-03T20:00:00.000Z

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