Structured capital and private credit investor (non-control)

Everberg Capital

At a glance

EBITDA range$5M to $75M S3
Check sizeUp to $350M S3
Deal typesMinority, Growth S5
GeographyUnited States S3
SectorsHealthcare Services, Dental, Software & SaaS, Education, Consumer & Food, Roofing, Industrial & Manufacturing

What Everberg Capital buys

Everberg Capital is a New York firm, formed in 2019, that puts non-control capital into US middle market companies instead of buying them. It invests across the capital structure: senior and unitranche loans, last-out and second-lien loans, holding company notes, mezzanine debt and preferred equity, sometimes with interest paid in kind. The money funds acquisitions, buyouts, growth, recapitalizations and refinancings. Most deals back a private equity sponsor, but it also works with family and founder-owned companies and offers its capital as an alternative to a control sale. Its four sectors are healthcare, business services, consumer and industrials.

It looks for $5 million to $75 million of EBITDA and invests up to $350 million per deal before co-investors, usually taking a board or observer seat. A founder-owned business would most likely work with Everberg through a minority recapitalization, like the convertible preferred equity it put into Allied OMS in June 2025, or a loan that refinances debt and funds growth, as with Dyne Hospitality Group in April 2026.

Recent deals

Announced in the 24 months before October 20, 2026.

DateCompanyTypeSectorSource
April 2026Dyne Hospitality GroupLast-out term loan to the largest Tropical Smoothie Cafe franchisee to refinance debt and fund growthInvestmentConsumer & FoodSource
February 2026PeterMDTerm loan backing Lorient Capital's purchase of the Tulsa telehealth companyInvestmentHealthcare ServicesSource
December 2025American College of EducationPreferred equity backing Bain Capital Double Impact's purchase of the online collegeInvestmentEducationSource
June 2025Allied OMSSenior convertible preferred equity for a minority recapitalization and growth at the Texas oral surgery management groupMinorityDentalSource
June 2025PaxiaTerm loan backing Liberty Hall Capital Partners' purchase of the airline catering software companyInvestmentSoftware & SaaSSource
June 2025Aligned Fitness HoldingsTerm loan backing Eagle Merchant Partners' purchase of a Club Pilates studio operatorInvestmentConsumer & FoodSource
June 2025RAFTRx Roofing & ExteriorsFollow-on preferred equity for add-ons and growth at the Saw Mill Capital residential re-roofing platformInvestmentRoofingSource
May 2025Atlas Vineyard ManagementFollow-on preferred equity for add-ons and growth at the Napa vineyard services company owned by Juggernaut Capital PartnersInvestmentSource
January 2025UniVista InsuranceFinancing for GRAM's purchase of the Miami multi-channel insurance sellerInvestmentInsurance BrokerageSource
November 2024CoachCareLast-out term loan to refinance debt and fund acquisitions at the remote patient monitoring platformInvestmentSoftware & SaaSSource

Portfolio by sector

From the firm's portfolio page S4.

Business Services

  • Interface Security Systems Current
  • Swyft Filings Current
  • Atlas Vineyard Management Current
  • RAFTRx Roofing & Exteriors Current
  • Ridgeline Roofing & Restoration Current
  • Paxia Current

Consumer

  • GoAuto Insurance Current
  • UniVista Insurance Current
  • Aligned Fitness Holdings Current
  • American College of Education Current

Consumer & Food

  • Dyne Hospitality Group Current

Healthcare

  • Dental Care Alliance Current
  • Comar Current
  • CoachCare Current
  • Allied OMS Current
  • PeterMD Current

Industrial

  • Applied Composites Current
  • CIS Secure Current

Other

  • 613 Originals Current

Past investments: Penn Foster, Medical Transportation Management, Signal 88 Security, Omni Logistics, HH Global, Wpromote, Hyphen Solutions, Cloud9 Discovery, Carrus, 9 Story Media Group, Crafty Apes, Javo Beverage, Reveal Cellular Camera, 365 Data Centers, AmeriTex, Sparkstone

Greymont’s take

How Everberg Capital fits a seller

Everberg is not a buyer, so it suits a different kind of owner: one who wants cash or growth capital while keeping control, or a sponsor-backed company that needs a junior layer of financing for an acquisition. Its preferred equity and junior loans let an owner raise money without selling a majority stake, and the firm says it takes board or observer roles rather than running the business. It also says it is willing to add capital when a company hits a rough patch.

Most of its recent deals support a private equity buyer, such as the loans behind Liberty Hall's purchase of Paxia and Lorient Capital's purchase of PeterMD, so many owners will meet Everberg as part of their buyer's financing. An owner taking Everberg money directly should ask what return the security is priced to deliver, when it must be repaid or redeemed, what happens if targets are missed, and what board rights come with it.

Questions owners ask

Does Everberg Capital buy companies?

No. It provides non-control capital such as senior and junior loans, holding company notes and preferred equity. It often helps finance a private equity firm's acquisition, and it also offers family-owned companies an alternative to a control sale.

What size company does Everberg work with?

It targets companies with $5 million to $75 million of trailing twelve-month EBITDA and invests up to $350 million in a single transaction, not counting co-investors.

Has Everberg funded roofing or dental companies?

Yes. It financed Saw Mill Capital's residential re-roofing platform in 2023 and added preferred equity in 2025, lent behind Bertram Capital's purchase of Ridgeline Roofing in 2024, and has backed Dental Care Alliance and the oral surgery group Allied OMS.

Sources

  1. S1Everberg Capital home page Accessed October 20, 2026
  2. S2Everberg Capital: About Us Accessed October 20, 2026
  3. S3Everberg Capital: Strategy and investment criteria Accessed October 20, 2026
  4. S4Everberg Capital: Portfolio (current and realized investments) Accessed October 20, 2026
  5. S5Everberg Capital firm overview (Spring 2026) Accessed October 20, 2026
  6. S6Everberg Capital Finances the Formation of SMC Roofing (November 29, 2023) Accessed October 20, 2026
  7. S7Everberg Capital: Allied OMS investment page Accessed October 20, 2026
  8. S8Everberg Capital: Ridgeline Roofing & Restoration investment page Accessed October 20, 2026
  9. S9Everberg Capital: Medical Transportation Management investment page 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 Everberg Capital. Figures are as reported on the dates shown and may have changed. Request a correction

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