Private EquityRIA · CRD 173785SEC-RegisteredPrivate Fund Adviser

Updated:

Staple Street Capital

Staple Street Capital deploys roughly $900M targeting middle-market carve-outs, family successions, and restructurings from New York.

Staple Street Capital

Staple Street Capital

Founded in 2010, Staple Street Capital built its firm around a thesis that complexity — corporate carve-outs, management-led buyouts, family-ownership transitions — creates the best value. The New York-based team, composed of investment and operational executives, has completed over 100 transactions by targeting businesses undergoing structural change or facing identifiable strategic opportunities. The firm pursues buyouts and recapitalizations across a wide range of middle-market situations, spanning aerospace manufacturing, outsourced restaurant accounting, medical-device repair, fresh-flower logistics, and theme-park operations. Staple Street deploys a flexible mandate, investing across the capital structure and, where necessary, funding transactions without third-party debt. Portfolio companies confirmed by the firm include Precise Metal Products, a manufacturer of mission-critical assemblies for aircraft engines; Ivy Technology, a global aftermarket lifecycle provider for electronics, employing roughly 2,900 people; and Larkspur Storage, a developer and operator of Class-A self-storage facilities across North America. Past exits range from Six Flags Entertainment to managed IT services provider Cyberlink. Staple Street leverages an extensive network of operating executives with specific industry or functional expertise to serve on boards and support management teams. While the firm does not publicly disclose its headcount, its track record of over 100 closed transactions since 2010 signals a deal density uncommon for a platform of its stated scale. The firm has not reported a recent flagship fund close or promoted a named investment professional in public filings within the last 24 months. Its portfolio reflects a willingness to work on both partnership transactions with family founders and complex recapitalizations — a dual capability that gives it flexibility when founders or corporations seek discreet solutions. What structurally differentiates Staple Street is its explicit focus on speed and certainty in complex closings. The firm operates with a flat organizational structure where key decision makers are directly involved in each transaction, and it maintains the balance-sheet flexibility to fund deals without arranging third-party financing. That capacity to write an unlevered check on a distressed carve-out or a rapid succession deal gives Staple Street a posture few generalist middle-market funds can replicate without syndication.

General information

Firm type

Private Equity

Year founded

2010

AUM

Approximately $900 million (per the firm)

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Sector focus

Enterprise SoftwareIndustrial TechHealthcare ServicesConsumerAerospace & DefenseEnergyReal Estate

Frequently asked questions

What types of transactions does Staple Street Capital pursue?

The firm targets middle-market companies facing inflection points: corporate carve-outs of orphaned divisions, divestitures, acquisitions of family-owned businesses, public-to-privates of undersized public companies, operationally challenged businesses, restructurings, and recapitalizations. This mandate is stated directly in the firm's published materials and reflected across its listed portfolio.

How does Staple Street structure its investments to handle complex situations?

Staple Street says it maintains the flexibility to invest across the capital structure and can fund investments without third-party debt financing in many circumstances. The firm uses a flat organizational structure where key decision makers are directly involved, plus a network of operating executives, to expedite due diligence and build custom-tailored investment structures that satisfy multiple constituents and close transactions quickly.

Does Staple Street Capital commit to funds or only do direct deals?

Based on public disclosures, Staple Street operates as a direct investor making control or significant-influence investments in middle-market companies. The firm has not publicized a fund-of-funds program or a formal LP commitment strategy to external funds.

What is Staple Street's relationship with its portfolio company management teams?

Staple Street states that its success depends on partnering with motivated and proven management teams, aligning interests through shared financial incentives. It provides capital, experience, and relationships, including an extensive network of operating executives who serve on boards and serve as resources to help management teams accomplish their goals.

Which sectors has Staple Street Capital invested in, and are there any it explicitly avoids?

The portfolio spans aerospace and defense manufacturing (Precise Metal Products), aftermarket medical-equipment service (Avante Health Solutions), fresh-cut flower distribution (Delaware Valley Floral Group), consumer plant brands (Proven Winners), outsourced restaurant accounting (InfoSync), self-storage (Larkspur Storage), and theme parks (Six Flags, exited). No explicit sector exclusions have been published by the firm.

Profile maintained by 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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo