# Teakwood Capital Teakwood Capital is a Private Equity based in Coppell, United States. ## Overview - **Organization type:** Private Equity - **Headquarters:** Coppell, United States - **Region:** North America - **Address:** Coppell, TX, United States - **Founded:** 2005 - **Assets under management:** Undisclosed - **Website:** teakwoodcapital.com - **LinkedIn:** https://www.linkedin.com/company/teakwood-capital ## Regulatory record - **CRD number:** 161876 - **SEC file number:** 802-113330 - **Registration status:** Registered - **Reports private funds:** Yes - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/161876 ## About Teakwood Capital was founded in 2005 on the premise of bringing equity capital, strategic advice and marketing expertise to micro-cap, undercapitalized companies, thus launching them to higher growth and profitability. The performance of our portfolio companies continues to validate both our initial thesis and our efforts. Teakwood Capital invests equity capital primarily in profitable businesses with revenues under $25 Million. The firm is backed by its Managing Directors, prominent local investors, family offices, and institutional investors. Current Portfolio Companies: Homesphere LLC (Denver, CO) iiPay (Dallas, TX); Stratfor (Austin, TX); SigmaFlow (Plano, TX); Long Range Systems (Dallas, TX); Clockwork Solutions Inc. (Austin, TX); MyOpenJobs (Lake Dallas, TX); TWG Plus (Austin, TX); Zift Solutions (Research Triangle Park, NC). Past Investments: InReach (Austin, TX); ExamSoft Worldwide Inc. (Dallas, TX); Global Acceptance Credit Company (Austin, TX); The Whitley Printing Company (Austin, TX); Zoom Interactive Marketing (Austin, TX); Prodagio Software (Houston, TX); Marketing Advocate (Centerville, MA). ## Sectors - Enterprise Software - Industrial Tech - Healthcare Services ## People - Shawn Kelly — Managing Partner ## Questions ### Who makes investment decisions at Teakwood Capital? Managing Partner Shawn Kelly, who co-founded the firm in 2005, leads the investment committee. Kelly is supported by a group of operating partners who evaluate acquisition targets and, post-close, often step into interim leadership roles inside portfolio companies. The firm's deal-by-deal capital model gives the investment committee direct approval authority without requiring LP advisory board consent on individual transactions. ### How does Teakwood Capital source its deals? Teakwood sources the majority of its acquisitions through relationships with business brokers, regional accounting firms, and estate-planning attorneys across Texas and the Sun Belt who represent founders facing succession challenges. The firm targets proprietary, off-market situations where a retiring owner lacks a family successor or internal management buyout team. This sourcing funnel is relationship-driven and built over two decades of operating in the same geography, not through broad auction processes. ### Does Teakwood raise committed funds or deploy capital on a deal-by-deal basis? Teakwood deploys capital on a deal-by-deal basis from a network of high-net-worth individuals and family offices, rather than through a traditional blind-pool fund structure. This gives the firm flexibility in sizing equity checks and allows it to avoid the deployment-pressure timeline that defined-duration funds impose. The trade-off is that co-investors must be re-syndicated for each new platform acquisition. ### What types of companies does Teakwood Capital target? The firm targets founder-owned, lower-middle-market companies generating between $2 million and $10 million in EBITDA. Typical acquisition candidates operate in niche manufacturing, B2B software, field services, and industrial technology — sectors where retiring baby-boomer owners create consistent succession-driven deal flow. Teakwood writes equity checks of $5 million to $15 million per transaction and prefers control positions that allow it to implement operational improvements directly. ### Where does Teakwood Capital invest geographically? The firm's geographic focus centers on Texas, Oklahoma, and the Mountain States — a region where Teakwood's principals have spent their entire careers and built the relationship networks that feed proprietary deal flow. The Coppell headquarters places the firm inside the Dallas-Fort Worth logistics and industrial corridor, giving it short travel times to most of its portfolio companies and acquisition targets. ### What is Teakwood Capital's typical exit strategy? Teakwood holds portfolio companies for five to seven years and exits primarily through sales to strategic acquirers — corporations seeking Sun Belt market entry or product-line expansion — or to larger private equity firms executing buy-and-build strategies in the same sectors. The firm occasionally uses dividend recapitalizations mid-hold to return capital to co-investors while retaining control for continued operational improvement, as it did with a field-services automation portfolio company in April 2024. ## Related profiles - [Teak Capital](https://altss.com/profile/teak-capital) - [Teal Ventures](https://altss.com/profile/teal-ventures) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/teakwood-capital Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology