Lower middle market private equity firm
Clearview Capital
- HeadquartersStamford, CT S2
- Founded1999 S2
- Websiteclearviewcap.com
- Last verifiedOctober 20, 2026
At a glance
| Latest fund | Clearview Capital Fund V, $850M (2022) S2 |
|---|---|
| EBITDA range | $5M to $25M S3 |
| Check size | $30M to $125M S3 |
| Deal types | Platform, Add-on, Minority, Growth S5 |
| Geography | North America S2 |
| Sectors | Healthcare Services, Accounting & Professional Services, Industrial & Manufacturing, Consumer & Food, Distribution |
What Clearview Capital buys
Clearview Capital is a Stamford, Connecticut firm, founded in 1999, that buys and recapitalizes lower middle market companies across North America. It is a generalist, with current holdings in business services, healthcare, manufacturing, consumer products and specialized distribution. For a new platform it wants $5 million to $25 million of EBITDA, cash flow margins of at least 10 percent, a history of profitable growth and a management team that plans to stay. It puts $30 million to $125 million of equity into each deal and will take either a majority or a significant minority stake.
Typical situations are family-owned companies changing hands, founder recapitalizations, management buyouts, corporate carve-outs and growth capital. Its main pool today is the $850 million Fund V, raised in 2022, and it also runs mezzanine funds. A smaller owner is most likely to meet Clearview through an add-on. The firm says it will look at add-ons of any size and posts separate add-on criteria for each platform, including Capitol Imaging, Capitol Services and Orchard & Vineyard Supply.
Recent deals
Announced in the 24 months before October 20, 2026.
| Date | Company | Type | Sector | Source |
|---|---|---|---|---|
| Aug 2026 | Wolz Corporate USADenver corporate filing and registered agent firm added to Capitol Services | Add-on | Accounting & Professional Services | Source |
| Jul 2026 | LJM GroupParcel shipping cost optimization firm in Farmingdale, NY; founders kept a large stake. Closed May 6, 2026, the fifth Fund V investment | Platform | Source | |
| Apr 2026 | UpSwellMajority stake in the direct mail marketing company sold after an eight-year hold; buyer not named | Exit | Source | |
| Jun 2025 | Results PartnersVineyard management division run alongside Orchard & Vineyard Supply sold; buyer not named | Exit | Source | |
| Jun 2025 | Outpatient Imaging (OPI)Nine imaging centers around Atlanta and Statesboro, taking Capitol Imaging into Georgia | Add-on | Healthcare Services | Source |
| Apr 2025 | Advantage Behavioral HealthRecapitalization of an outpatient mental health provider in nine states; founders kept a significant stake | Platform | Healthcare Services | Source |
| Feb 2025 | TaradelDirect mail and digital marketing platform in Glen Allen, VA, added to UpSwell | Add-on | Source | |
| Jan 2025 | Loss Prevention ServicesRecapitalization of an asset recovery services firm in Natchez, MS, alongside its founders | Platform | Source | |
| Jan 2025 | Houston MRI & Diagnostic ImagingSeven Houston-area imaging sites added to Capitol Imaging | Add-on | Healthcare Services | Source |
Portfolio by sector
From the firm's portfolio page S3.
Business Services
- AdCellerant
- Capitol Services
- LJM Group
- Loss Prevention Services
- Next Net
- People Results
- The Barcode Group
Business Services, Healthcare
- LTC Ally
Consumer
- Higdon Outdoors
- Insight 2 Design
- Revo Brands
Healthcare
- Advantage Behavioral Health
- Capitol Imaging Services
- MBI Industrial Medicine
Manufacturing
- Derby Building Products
- Inventive
Specialized Distribution
- Orchard & Vineyard Supply
Past investments: UpSwell
Greymont’s take
How Clearview Capital fits a seller
Clearview suits founders and families who want to take money off the table but keep a meaningful stake and keep running the business. In its three newest platforms, Loss Prevention Services, Advantage Behavioral Health and LJM Group, the founders kept significant equity and the existing leaders stayed in charge. It is also a patient owner: it sold UpSwell in 2026 after buying it in 2018, and it still holds Orchard & Vineyard Supply from 2016 and Derby Building Products from 2014.
Owners of smaller outpatient imaging, corporate legal services, occupational health or agricultural supply businesses should read the add-on criteria on each platform page, since Clearview buys add-ons of any size. Two questions to ask: how your rollover equity ranks, given the firm says it avoids holding securities with a preference over management's stake, and which fund is investing, because an older fund may be closer to a sale.
Questions owners ask
What size company does Clearview Capital buy?
For a new platform it targets $5 million to $25 million of EBITDA and invests $30 million to $125 million of equity. Its overview puts typical enterprise values at $50 million to $250 million. Add-ons can be any size.
Does Clearview Capital take minority stakes?
Yes. Its overview says it provides majority or significant minority capital, and its listed uses of capital include recapitalizations, management buyouts and growth capital as well as full ownership transitions.
Do owners keep equity after a Clearview deal?
Usually. In the Loss Prevention Services, Advantage Behavioral Health and LJM Group platform deals of 2025 and 2026, the founders kept a significant stake, and the firm says it does not hold securities that rank ahead of management's own investment.
Which industries does Clearview Capital invest in?
It describes itself as a generalist. Its current platforms fall into five groups: business services, healthcare, manufacturing, consumer products and specialized distribution, ranging from diagnostic imaging centers to hunting accessories.
Sources
- S1Clearview Capital home page Accessed October 20, 2026
- S2Clearview Capital: Our Story (founding, headquarters, funds) Accessed October 20, 2026
- S3Clearview Capital: Investments (criteria and portfolio) Accessed October 20, 2026
- S4Clearview Capital: Add-On Transactions Accessed October 20, 2026
- S5Clearview Capital firm overview (PDF) Accessed October 20, 2026
- S6Clearview Capital: News & Insights Accessed October 20, 2026
- S7Clearview Capital Delivers New Platform with Investment in LJM Group (July 30, 2026) Accessed October 20, 2026
- S8Clearview Capital Announces the Sale of UpSwell (April 21, 2026) Accessed October 20, 2026
- S9Clearview Partners with Advantage Behavioral Health (April 3, 2025) Accessed October 20, 2026
- S10Clearview Capital Locates New Platform with Investment in Loss Prevention Services (January 22, 2025) Accessed October 20, 2026
Compiled by Greymont Advisors from public sources, including the firm’s own website and press releases. Greymont is not affiliated with Clearview Capital. Figures are as reported on the dates shown and may have changed. Request a correction