Private EquityRIA · CRD 285154SEC-RegisteredPrivate Fund Adviser

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Union Capital Associates

Union Capital has been investing in founder-led, family-owned businesses in the lower-middle market since 1968. The firm focuses on growing businesses through...

Union Capital Associates logo

Union Capital Associates

Union Capital has been investing in founder-led, family-owned businesses in the lower-middle market since 1968. The firm focuses on growing businesses through operational excellence rather than financial engineering, pairing companies with seasoned operating executives. Its approach emphasizes people and processes, trust, and deep operational expertise while maintaining a lean, nimble culture.

General information

Firm type

Private Equity

Year founded

1968

Location

Region

North America

Country

United States

City

Greenwich

Corporate office

Greenwich, CT, United States

Principals

William Ogden

Managing Partner

Jay Landauer

Managing Partner

Reis Alfond

Managing Partner

Chad Clark

Partner

James "Jamie" Athanasoulas

Partner

Kevin Delaplane

Finance Partner

Arthur Murray

Operating Partner

Ken Johnson

Operating Executive

Ric Stone

Operating Executive

Charlie Horsey

Operating Executive

Michael Gould

Operating Executive

Wayne Sager

Operating Executive

Craig Musgrove

Operating Executive

Sean McIntee

Operating Executive

Andy Deister

Operating Executive

Michael Schoenberger

Financial Operations Director

Rob Lucier

Director of Data & IT Infrastructure

Michael Moylan

Principal

Jesse Reeves

Principal

Erik Davis

Vice President

Yonatan “Yoni” Kintzer

Senior Associate

Wendy Corona

Associate

Robert Lordi

Associate

Sophia Haugh

Associate

Alex Welles

Managing Director, Head of Business Development

Frequently asked questions

What transaction types does Union Capital Associates pursue?

Union Capital Associates structures control investments through buyouts, corporate divestitures, growth equity infusions, management buyouts, public-to-private transactions, recapitalizations, and operational turnarounds. The firm's broad mandate allows it to engage across the capital-structure and corporate-lifecycle spectrum, primarily in the North American lower middle market.

What is Union Capital Associates' geographic focus?

The firm concentrates its investment activity in North America. All documented transaction types apply to this geography. There is no public record of dedicated offices or investment teams outside the United States.

Who leads investment decisions at Union Capital Associates?

The principals and investment committee members of Union Capital Associates are not publicly identified in accessible filings or the firm's website. The firm maintains a low public profile, and no executive biographies are available through primary research.

Does Union Capital Associates manage committed fund vehicles or deploy deal-by-deal?

No regulatory filings or press releases confirm whether Union Capital Associates raises blind-pool funds or deploys capital on a deal-by-deal basis. The absence of disclosed fund closes in the public record leaves its vehicle structure unknown.

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.

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