Lower middle market private investment firm
Haven Capital Partners
- HeadquartersNew York, NY S1
- Websitehavencapitalpartners.com
- Last verifiedOctober 27, 2026
At a glance
| Latest fund | Haven Capital Partners I, $375M (Aug 2025) S4 |
|---|---|
| EBITDA range | $3M to $15M S2 |
| Check size | $10M to $40M S2 |
| Deal types | Platform, Add-on, Minority, Growth S2 |
| Geography | United States S2 |
| Sectors | IT Services & MSP, Software & SaaS, Education, Healthcare Services |
What Haven Capital Partners buys
Haven Capital Partners is a New York firm that held the final close of its first fund, Haven Capital Partners I, at $375 million in August 2025, above its $300 million goal. It backs lower middle market companies in three areas. In business services it looks at IT services, data and information businesses, facility and infrastructure services, insurance and financial services, and human capital management. In healthcare it looks at healthcare IT, payor and provider services, and life sciences. In education it covers early learning through college and workforce training.
Haven targets US companies with $3 million to $15 million of EBITDA and invests $10 million to $40 million per deal. It is flexible on structure: it can take control or a minority stake and can supply equity, debt or both for recapitalizations, growth plans and buyouts. A smaller company might meet Haven as an add-on to one of its platforms, such as Technology Management Concepts in Microsoft software services or Ascend Safety Collective in elevator maintenance.
Recent deals
Announced in the 24 months before October 27, 2026.
| Date | Company | Type | Sector | Source |
|---|---|---|---|---|
| May 2026 | Ascend Safety CollectiveNew elevator maintenance and repair platform launched with Altaline Capital Management, joining independent elevator companies in Texas and Louisiana | Platform | Source | |
| Jan 2026 | The TM GroupNovi, Michigan Microsoft partner added to Technology Management Concepts | Add-on | IT Services & MSP | Source |
| Oct 2025 | Saratoga Compliance SolutionsInsurance compliance software platform formed with Altaline Capital Management by combining 3H Compliance Group and National Licensing Compliance Group | Platform | Software & SaaS | Source |
| Oct 2025 | CognitusAgreement for IBM to buy the Dallas SAP services and software provider Haven backed in 2024 | Exit | IT Services & MSP | Source |
| Aug 2025 | Haven Capital Partners IFirst fund closed at $375 million of commitments, above its $300 million target | Fund close | Source | |
| Feb 2025 | Human Capital EducationMinority growth investment backing the merger of Elsmere Education and Human Capital Research Corporation, which serve colleges and universities | Minority | Education | Source |
| Jan 2025 | Technology Management ConceptsGrowth investment in an El Segundo, California Microsoft solutions partner | Growth | IT Services & MSP | Source |
Portfolio by sector
From the firm's portfolio page S3.
Facility & Infrastructure Services
- Ascend Safety Collective
Insurance & Financial Services
- Saratoga Compliance Solutions
IT Services
- Technology Management Concepts
Post-Secondary & Higher-Ed
- Human Capital Education
Past investments: Cognitus
Greymont’s take
How Haven Capital Partners fits a seller
Haven suits owners of IT services, compliance, education services or specialty facility services businesses who want more choices than a full sale. Since 2024 it has made a minority investment (Human Capital Education), a growth investment (Technology Management Concepts) and two new platforms built by combining founder-owned firms (Saratoga Compliance Solutions and Ascend Safety Collective, both with Altaline Capital Management). Its first exit came quickly: IBM agreed to buy Cognitus in October 2025, about 18 months after Haven invested.
Because Haven is a young firm investing its first fund, an owner should ask how decisions are shared between Haven and any partner firm, whether part of the money would come as debt rather than equity, and how long Haven expects to hold the business before selling.
Questions owners ask
What size companies does Haven Capital Partners invest in?
It targets lower middle market US companies with $3 million to $15 million of EBITDA and invests $10 million to $40 million per deal, using equity, debt or a mix of the two.
Does Haven Capital Partners take minority stakes?
Yes. Its criteria cover both control and non-control deals. In February 2025 it made a minority growth investment in Human Capital Education to support the merger of Elsmere Education and Human Capital Research Corporation.
Does Haven invest in IT services companies?
Yes. IT services is one of its business services focus areas. It backed Microsoft partner Technology Management Concepts in January 2025, which added The TM Group in January 2026, and IBM agreed in October 2025 to buy its SAP partner Cognitus.
How large is Haven's fund?
Its first fund, Haven Capital Partners I, held its final close in August 2025 with $375 million of commitments, more than its $300 million target.
Sources
- S1Haven Capital Partners home page Accessed October 27, 2026
- S2Haven Capital Partners: Strategy Accessed October 27, 2026
- S3Haven Capital Partners: Portfolio Accessed October 27, 2026
- S4Haven Capital Partners: News Accessed October 27, 2026
- S5IBM to Acquire Cognitus to Accelerate SAP Transformations Globally (October 15, 2025) Accessed October 27, 2026
- S6Human Capital Education launches (PR Newswire, February 4, 2025) Accessed October 27, 2026
- S7TMC blog: growth investment from Haven Capital Partners (February 3, 2025) Accessed October 27, 2026
- S8Technology Management Concepts Acquires The TM Group (January 28, 2026) Accessed October 27, 2026
- S9Ascend Safety Collective: Our Partners Accessed October 27, 2026
- S10Saratoga Compliance Solutions: About Accessed October 27, 2026
Compiled by Greymont Advisors from public sources, including the firm’s own website and press releases. Greymont is not affiliated with Haven Capital Partners. Figures are as reported on the dates shown and may have changed. Request a correction