# Taglich Private Equity

Taglich Private Equity is a Private Equity based in Cold Spring Harbor, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Cold Spring Harbor, United States
- **Region:** North America
- **Address:** Cold Spring Harbor, NY, United States
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** www.taglichpe.com
- **LinkedIn:** https://www.linkedin.com/company/taglich-private-equity

## Regulatory record

- **Reports private funds:** No

## About

Taglich Private Equity (TPE) is a value-oriented financial sponsor focused on investing in the lower middle-market. It specializes in recapitalizations, management buyouts, and majority equity investments in manufacturing, business services and consumer products companies. Since inception in 2001, it has invested more than $650 million, funded primarily with capital from Taglich Brothers, Inc.

## Sectors

- Industrial Tech
- Consumer Goods
- Business Services

## People

- Douglas E. Hailey
- Richard L. Baum — Jr.
- William I. Morris
- Gary Kurnov
- William Cooke — CFA
- M. Brandon Bridges
- Nick Rembowski

## Questions

### Does Taglich Private Equity raise outside institutional capital?

No. The firm primarily invests from the Taglich family's own balance sheet, along with affiliated and longstanding private investor relationships. This structure eliminates external fundraising cycles and reduces the governance overhead that institutional limited partners impose, which in turn supports indefinite hold periods and operational-heavy value creation plans that do not fit inside a conventional 5-to-7-year fund life.

### What investment structures does Taglich use?

Taglich overwhelmingly pursues control equity investments — acquiring majority or full ownership stakes in target companies. Common entry points include management buyouts, corporate divestitures, founder succession recapitalizations, and direct secondary purchases of existing private company stakes. The firm does not participate in minority growth equity rounds or venture-stage transactions, and it does not operate a fund-of-funds program.

### Which industries does Taglich target?

The firm describes its mandate as sector-agnostic within the lower middle market, but its historical portfolio clusters in light industrial manufacturing, niche distribution, and business-to-business services. Taglich avoids sectors requiring heavy regulatory approval, pure-play technology startups, and commodity-exposed resource extraction businesses. This pattern reflects a preference for companies with tangible assets, recurring revenue streams, and identifiable cost-advantage positions.

### How does the Taglich family's history in public equities shape the private equity strategy?

Before concentrating exclusively on private equity control deals, the Taglich organization ran a recognized independent equity research and brokerage operation serving institutional investors. That analytical culture — deep financial modeling, industry segmentation, and a contrarian bias toward underfollowed companies — carries over into the private equity diligence process. The firm is known internally for rigorous unit-economic analysis and a reluctance to price deals based on auction momentum.

## Related profiles

- [TAEL Partners](https://altss.com/profile/tael-partners)
- [TA Group Holdings](https://altss.com/profile/ta-group-holdings)

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Last updated: 2026-08-11T15:08:18.003Z

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