Lower middle market private equity firm
Osceola Capital Management
- HeadquartersTampa, FL S1
- Founded2014 S5
- Websiteosceola.com
- Last verifiedOctober 19, 2026
At a glance
| Assets under management | $400M (as of August 2023) S7 |
|---|---|
| Latest fund | Osceola Fund II, $200M S7 |
| EBITDA range | $2M to $10M S6 |
| Revenue range | $5M to $75M S2 |
| Check size | Up to $25M S2 |
| Deal types | Platform, Add-on S2 |
| Sectors | Roofing, Construction Services, Environmental & Waste, Healthcare Services |
What Osceola Capital Management buys
Osceola Capital Management, a Tampa firm founded in 2014, buys lower middle market services companies and builds them up through add-on acquisitions. Its current platform themes are residential services, facility services, professional services and outsourced healthcare services. Recent platforms include Valor Exterior Partners (residential roofing), Trauma Services (biohazard cleanup) and Fortify Restoration (structural repair of Florida high-rise condominiums). It favors fragmented, recession-resistant industries with recurring revenue, margins of 10% or more and no heavy reliance on a few customers or suppliers.
For a new platform it wants $2 million to $10 million of EBITDA and $5 million to $75 million of revenue. It takes a majority stake and invests up to $25 million of equity, with more from its limited partners. Its most recent fund on record is Osceola Fund II, a $200 million fund. The firm counts 13 platforms and more than 110 add-ons, so a smaller company will most likely meet Osceola as an add-on, though the firm will also build a platform around a company other buyers would treat as a bolt-on.
Recent deals
Announced in the 24 months before October 19, 2026.
| Date | Company | Type | Sector | Source |
|---|---|---|---|---|
| Aug 2026 | Dick's Roof RepairFamily-run roofer in southern Wisconsin and northern Illinois, Valor's tenth acquisition | Add-on | Roofing | Source |
| May 2026 | Beaches ConstructionPanama City Beach restoration contractor that takes Fortify Restoration into the Florida Panhandle | Add-on | Construction Services | Source |
| Apr 2026 | Associate RoofingBraintree, Massachusetts roofer added to Valor Exterior Partners | Add-on | Roofing | Source |
| Apr 2026 | Beach ContractingSouth Florida concrete restoration and waterproofing firm added to Fortify Restoration | Add-on | Construction Services | Source |
| Jan 2026 | Georgia Clean, Fagala Biohazard Specialists and BioClean TeamThree biohazard cleanup companies added to Trauma Services during 2025, along with six new offices | Add-on | Environmental & Waste | Source |
| Jan 2026 | Landmark ExteriorsNorwalk, Connecticut roofer added to Valor Exterior Partners | Add-on | Roofing | Source |
| Nov 2025 | Unisource Roofing and A. Caspersen Co.Roofers in Louisville, Kentucky and Northeast Ohio added to Valor Exterior Partners | Add-on | Roofing | Source |
| Jul 2025 | Fortify Restoration (GC Restoration)Recapitalization of Miami's GC Restoration with its founding family, the fifth platform in Osceola's current fund | Platform | Construction Services | Source |
| Jul 2025 | Kirkin ExteriorsDelaware roofer added to Valor Exterior Partners | Add-on | Roofing | Source |
| Apr 2025 | Doing It Right Roofing & SidingPittsburgh roofer added to Valor Exterior Partners, announced with a new Cincinnati location | Add-on | Roofing | Source |
| Mar 2025 | Roofing KingTyngsborough, Massachusetts roofer covering the Boston area, southern New Hampshire and the Maine coast, added to Valor | Add-on | Roofing | Source |
| Jan 2025 | Bakers' Signs & ManufacturingConroe, Texas sign maker combined with Texas Republic Signs; its president stays on to run it | Add-on | Source |
Portfolio by sector
From the firm's portfolio page S4.
Facility Services
- Fortify Restoration
- Fusion Sign and Services
- Tendit Group
- Trauma Services
Industrial Services
- CMS Industrial Technologies
- Industry Services Co.
Outsourced Healthcare Services
- Central Medical Supply Group
- PayrHealth
- Revelation Pharma
Professional Services
- Forward Solutions
- Talent Groups
Residential Services
- Flotilla Partners
- Valor Exterior Partners
Tech-Enabled Services
- Quote.com
Greymont’s take
How Osceola Capital Management fits a seller
Osceola fits owners of services businesses who want a buyer that will keep growing the company through acquisitions, and who may want to stay involved. Its principals have run and sold companies of their own, and its releases show founders often stay on: Trauma Services' founder remained CEO after the 2024 deal, and the president of Bakers' Signs kept leading that business after it joined Texas Republic Signs. Expect a majority sale with part of the proceeds rolled into the new company, since Osceola looks for meaningful management rollover.
Owners of roofing, structural restoration or biohazard cleanup firms are the likeliest add-ons today, through Valor, Fortify or Trauma. The firm says intermediaries are central to how it finds deals, so it is used to working with advisers. Ask how much equity you would roll and when Osceola expects to sell the platform, since some of its current companies have been held since 2017.
Questions owners ask
What size company does Osceola Capital look for?
For a new platform it targets $2 million to $10 million of EBITDA and $5 million to $75 million of revenue, with equity checks of up to $25 million and more available from its limited partners. Smaller companies also join as add-ons: the firm reports more than 110 add-on acquisitions across 13 platforms.
Does Osceola Capital buy roofing companies?
Yes. It launched Valor Exterior Partners in September 2024, and in August 2026 Valor announced its tenth acquisition, Dick's Roof Repair in Wisconsin. Valor serves homeowners from New England to the Great Lakes and prefers roofers whose work is not mainly storm or insurance driven.
Does Osceola buy biohazard cleanup or remediation companies?
Yes. It recapitalized Trauma Services, a Boston-area biohazard cleanup company, in April 2024. Trauma added Georgia Clean, Fagala Biohazard Specialists and BioClean Team during 2025, opened six new offices, and Osceola says it wants to keep adding companies nationwide.
Can the owner stay involved after selling to Osceola?
Yes. The firm says it will shape a deal around an owner who wants to stay for the long term or retire soon. Trauma Services' founder stayed on as CEO after its 2024 recapitalization, and Osceola looks for management teams that roll over a meaningful stake.
Sources
- S1Osceola Capital Management home page Accessed October 19, 2026
- S2Osceola: Investment Criteria Accessed October 19, 2026
- S3Osceola: Why Osceola? Accessed October 19, 2026
- S4Osceola: Portfolio Accessed October 19, 2026
- S5Osceola: Team Accessed October 19, 2026
- S6Osceola Capital Firm Overview (June 2026, PDF) Accessed October 19, 2026
- S7Osceola Capital Firm Overview (August 2023, PDF) Accessed October 19, 2026
- S8Osceola News Accessed October 19, 2026
- S9Osceola Capital Announces Formation of Fortify Restoration (July 10, 2025) Accessed October 19, 2026
- S10Osceola Capital Announces New Biohazard Cleanup and Remediation Platform through Partnership with Trauma Services (April 10, 2024) Accessed October 19, 2026
- S11Trauma Services Completes 3 Acquisitions and 6 De Novo Office Openings (January 22, 2026) Accessed October 19, 2026
- S12Valor Exterior Partners Announces Acquisition of Dick's Roof Repair (August 20, 2026) Accessed October 19, 2026
- S13Texas Republic Signs and Bakers' Signs & Manufacturing Join Forces (January 16, 2025) Accessed October 19, 2026
- S14Osceola Capital news releases on PR Newswire 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 Osceola Capital Management. Figures are as reported on the dates shown and may have changed. Request a correction