Middle market private equity firm

Kingswood Capital Management

At a glance

Assets under management$7.1B (as of Jun 2026) S5
Latest fundKingswood Capital Opportunities Fund IV, $3.1B (Jul 2026) S2
Revenue range$100M+ S2
Check size$30M to $500M S2
Deal typesPlatform, Add-on, Minority S2
GeographyNorth America S2
SectorsConsumer & Food, Industrial & Manufacturing, Healthcare Services, Distribution, Cybersecurity

What Kingswood Capital Management buys

Kingswood Capital Management is a Los Angeles firm with about $7.1 billion under management after closing its $3.1 billion Fund IV and its first small cap fund, at $900 million, in July 2026. It buys larger middle market companies, generally with at least $100 million of revenue, and invests $30 million to $500 million or more per deal with co-investors. It will back companies that are losing money as well as profitable ones, and it takes control or minority positions with protections, mainly in North America.

Its deals come in four kinds: founder and family-owned companies, corporate carve-outs, turnarounds and take-privates. Its target list runs from food, consumer brands and retail to healthcare, industrials, distribution and business services, plus two niches: the automotive aftermarket and aerospace and defense. Recent founder deals include Soulshine Farms (April 2026), Infotree Global Solutions (February 2025) and Branding Iron Holdings (November 2024). A smaller company would most likely meet Kingswood as an add-on, as United Energy Partners did when it joined One X in 2025.

Recent deals

Announced in the 24 months before October 19, 2026.

DateCompanyTypeSectorSource
Jul 2026Kingswood Capital Opportunities Fund IV and Small Cap Fund IFund IV closed at $3.1 billion and the first small cap fund at $900 million, both at their hard capsFund closeSource
May 2026Lind MarineSold the San Francisco Bay marine services company to Tallvine Partners; the Lind family had kept a large stakeExitSource
Apr 2026Soulshine FarmsFounder-owned poultry processor in Georgia and Mississippi; all three founders stay as shareholders and executivesPlatformConsumer & FoodSource
March 2026Quipt Home MedicalTake-private of a home respiratory and medical equipment provider with about 160 US locationsPlatformHealthcare ServicesSource
Feb 2026Paranova Print and PackagingAgreement to carve out Coveris' paper packaging unit, announced as Paragon Print and Packaging; serves mainly the UK and EuropePlatformIndustrial & ManufacturingSource
Feb 2026RAVE AerospaceCompleted carve-out of Safran Passenger Innovations, an in-flight entertainment maker in Brea, California, renamed RAVE AerospacePlatformIndustrial & ManufacturingSource
Jan 2026Compass Health BrandsAgreement for Drive Medical to buy the consumer medical products supplierAdd-onSource
Dec 2025DaramicLead battery separator maker carved out of Asahi KaseiPlatformIndustrial & ManufacturingSource
Oct 2025Drive DeVilbiss HealthcareAgreement to buy the home medical equipment maker from CD&R, with management staying onPlatformSource
May 2025The Vitamin ShoppeCarve-out from Franchise Group, bought with Performance Investment PartnersPlatformConsumer & FoodSource
May 2025United Energy PartnersFounder-led Colorado pressure control equipment rental firm added to One XAdd-onSource
May 2025Mountain Equipment CompanyCanadian outdoor retailer sold to a private consortium after a court-supervised restructuringExitSource
Feb 2025Infotree Global SolutionsFounder-owned international workforce management firm based in Plymouth, Michigan; the co-founders stay significant shareholdersPlatformSource
Nov 2024IDXData breach response business carved out of ZeroFoxPlatformCybersecuritySource
Nov 2024Branding Iron HoldingsFamily-founded beef and pork products maker based in Sauget, IllinoisPlatformConsumer & FoodSource

Portfolio by sector

From the firm's portfolio page S3.

Aerospace & Defense

  • Rave Aerospace

Building Products

  • Coleto Brands

Business Process Outsourcing

  • Support Services Group

Consumer / Industrial Technology

  • Kodak Alaris

Consumer / Retail

  • Obsession Holdings
  • The Vitamin Shoppe
  • World Market

Energy Services

  • One X - A Completions Partner

Food & Beverage

  • Branding Iron Holdings
  • G Fuel
  • Soulshine Farms

Government Services

  • Versar

Healthcare / Medical Products

  • Drive
  • Quipt Home Medical

Industrials

  • Daramic

Packaging

  • Paranova Print and Packaging

Services / Cybersecurity Services

  • IDX

Specialty Chemicals / Manufacturing

  • PATCO Products

Tire Distribution

  • Turbo Wholesale Tires

Workforce Solutions

  • Infotree Global Solutions

Greymont’s take

How Kingswood Capital Management fits a seller

Kingswood suits owners of large companies, with at least $100 million in revenue, who want a hands-on operating partner, including owners of businesses that are struggling or not yet profitable. Most small founder-owned companies would only reach it as add-ons. In founder deals it often keeps the family invested: the Lind brothers kept a large stake in Lind Marine through Kingswood's four-year hold before the 2026 sale, and Soulshine Farms' three founders stayed on as shareholders and executives.

Kingswood also tends to place its own operating partners in the chairman's seat, as it did with a protein industry veteran at Branding Iron and again at Soulshine Farms. An owner should ask who will run the company day to day after closing, and whether the new small cap fund means Kingswood will now look at companies below its $100 million revenue floor.

Questions owners ask

How big does a company need to be for Kingswood Capital?

Kingswood's published criteria call for at least $100 million of revenue and an investment of $30 million to $500 million or more. It accepts companies with positive or negative EBITDA.

Does Kingswood buy founder-owned businesses?

Yes. Family and founder-owned businesses are the first transaction type it lists, and recent examples include Soulshine Farms in April 2026, Infotree Global Solutions in February 2025 and Branding Iron Holdings in November 2024.

How much capital does Kingswood manage?

About $7.1 billion, according to its website and brochure, after Fund IV and its first small cap fund closed in July 2026 with roughly $4.0 billion of commitments between them.

Sources

  1. S1Kingswood Capital Management home page Accessed October 19, 2026
  2. S2Kingswood: Firm overview, fund history and investment criteria Accessed October 19, 2026
  3. S3Kingswood: Portfolio (current and exited) Accessed October 19, 2026
  4. S4Kingswood Capital Management brochure (PDF) Accessed October 19, 2026
  5. S5Kingswood: Terms, AUM and portfolio count definitions Accessed October 19, 2026
  6. S6Kingswood Capital Management Raises $4 Billion Across Two Oversubscribed Middle-Market Funds (Business Wire, July 30, 2026) Accessed October 19, 2026
  7. S7Kingswood Completes Strategic Investment in Soulshine Farms (April 14, 2026) Accessed October 19, 2026
  8. S8Kingswood Announces Sale of Lind Marine to Tallvine Partners (May 21, 2026) Accessed October 19, 2026
  9. S9Kingswood News Accessed October 19, 2026

Compiled by Greymont Advisors from public sources, including the firm’s own website and press releases. Greymont is not affiliated with Kingswood Capital Management. Figures are as reported on the dates shown and may have changed. Request a correction

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