Family-owned private equity firm (private equity arm of the Rosewood Corporation)
Rosewood Private Investments
- HeadquartersDallas, TX S2
- Websiterosewoodpi.com
- Last verifiedOctober 27, 2026
At a glance
| EBITDA range | $5M+ S2 |
|---|---|
| Revenue range | $20M to $150M S2 |
| Check size | $50M to $100M S2 |
| Deal types | Platform, Add-on, Minority S2 |
| Geography | United States S2 |
| Sectors | IT Services & MSP, Landscaping, Consumer & Food, Distribution |
What Rosewood Private Investments buys
Rosewood Private Investments is the private equity arm of the Rosewood Corporation, the Dallas business owned by the Caroline Hunt Trust Estate. It invests that family capital on an evergreen basis rather than from a fund with a set life, which lets it hold for the mid to long term. It makes control investments, structured minority investments and deals alongside independent sponsors, and in March 2026 it announced structured equity as a further option. Its stated focus areas include industrial and commercial services, IT services, environmental services, nutrition and wellness, residential services such as HVAC and landscaping, and specialty manufacturing. It avoids oil and gas, real estate, banking, insurance and biotech.
For a new platform, Rosewood wants a US company with $20 million to $150 million of revenue and more than $5 million of EBITDA that can take $50 million to $100 million of equity. Smaller companies fit as add-ons, which it will look at in any size, and its current platforms, such as General Informatics and Milestone Funeral Partners, buy often.
Recent deals
Announced in the 24 months before October 27, 2026.
| Date | Company | Type | Sector | Source |
|---|---|---|---|---|
| Oct 2026 | Atlas Family Funeral HomesNew England funeral and cremation group added to Milestone Funeral Partners; its leader Yusen Li joins Milestone's leadership team | Add-on | Source | |
| Oct 2026 | Applebee-McPhillips Funeral HomeMiddletown funeral home with more than 125 years of history added to Milestone Funeral Partners | Add-on | Source | |
| Sep 2026 | Lind Funeral HomeFamily-run funeral home in Jamestown, New York, founded in 1941, added to Milestone Funeral Partners | Add-on | Source | |
| Jun 2026 | VanInwegen-Kenny Funeral HomesFuneral homes in Monticello and Wurtsboro, New York added to Milestone Funeral Partners | Add-on | Source | |
| Apr 2026 | IMS Solutions GroupSouth Carolina technology firm focused on AI platforms added to General Informatics; its team stays in the Carolinas | Add-on | IT Services & MSP | Source |
| Dec 2025 | Guare & SonsFuneral home added to Milestone Funeral Partners | Add-on | Source | |
| Dec 2025 | Brookside Chapel & Funeral HomePlaistow, New Hampshire funeral home added to Milestone Funeral Partners | Add-on | Source | |
| Nov 2025 | Dolby, Blais & Segee Funeral Home GroupMaine funeral and cremation group added to Milestone Funeral Partners; owner Eric Segee and his team join | Add-on | Source | |
| Oct 2025 | Sansone Funeral HomeBristol, Rhode Island funeral home added to Milestone Funeral Partners | Add-on | Source | |
| Oct 2025 | Lombardo Funeral HomeGreater Buffalo, New York funeral home added to Milestone Funeral Partners | Add-on | Source | |
| Jul 2025 | Eagle FireMajority sold to Cobepa after a 2020 recapitalization; Rosewood stays on as a minority owner of the fire protection services company | Exit | Source | |
| Jun 2025 | GlobeNetNew Orleans cybersecurity and technology provider added to General Informatics; its founder joins to lead security services | Add-on | IT Services & MSP | Source |
| March 2025 | The Greenery, Inc.Full-service commercial landscaping company in the Southeast covering maintenance, irrigation and installation | Platform | Landscaping | Source |
Portfolio by sector
From the firm's portfolio page S3.
Commercial Landscaping
- The Greenery, Inc.
Deathcare Services
- Milestone Funeral Partners
Fire & Life Safety
- Eagle Fire Minority stake since July 2025
Fuel Equipment Distribution & Maintenance
- StationServ
IT Services
- General Informatics
Legacy holding
- RF Installations Active (legacy holding)
- States Industries Active (legacy holding)
Nutrition & Wellness
- Trace Minerals
- Herbs, Etc.
- ILS Gummies
Past investments: Superior Environmental Solutions, Innovations in Nutrition & Wellness, MultiCam, Novaria Group
Greymont’s take
How Rosewood Private Investments fits a seller
Rosewood suits the owner of a mid-sized services or niche manufacturing business who wants a well-funded buyer without a fund deadline. It says it prefers to reinvest profits and is careful about adding debt, which matters to owners who keep a stake. Owners below its $5 million EBITDA floor are more likely to sell to one of its platforms: General Informatics, a Louisiana managed IT and security provider, has bought IT firms across the Southeast since 2020, and Milestone Funeral Partners announced nine funeral home additions between October 2025 and October 2026.
Rosewood does sell. It exited Superior Environmental Solutions in 2023 and sold a majority of Eagle Fire to Cobepa in July 2025 while keeping a minority stake. An owner should ask how long Rosewood expects to hold the business and whether one of its operating partners, who usually serve as active board members, would join the board.
Questions owners ask
What size company does Rosewood Private Investments look for?
For a new platform it wants a US business with $20 million to $150 million of revenue and more than $5 million of EBITDA, and it can invest $50 million to $100 million of equity. Add-ons for its existing companies can be any size.
Is Rosewood Private Investments a fund?
No. It is the private equity arm of the Rosewood Corporation, which the Caroline Hunt Trust Estate wholly owns. It puts that family's own money to work instead of raising capital from outside investors.
Does Rosewood buy IT services or MSP companies?
Yes, mainly through General Informatics, the managed IT provider it backed in 2020. General Informatics bought New Orleans cybersecurity firm GlobeNet in June 2025 and South Carolina AI firm IMS Solutions Group in April 2026.
Does Rosewood work with independent sponsors?
Yes. Its platform criteria list control, structured minority and independent sponsor investments, and in March 2026 the Rosewood Corporation announced structured equity as an added capital option.
Sources
- S1Rosewood Private Investments home page Accessed October 27, 2026
- S2Rosewood Private Investments: Investment Criteria (with Dallas address) Accessed October 27, 2026
- S3Rosewood Private Investments: Portfolio Accessed October 27, 2026
- S4Rosewood Private Investments: The Rosewood Difference Accessed October 27, 2026
- S5Rosewood Private Investments: Approach Accessed October 27, 2026
- S6RPI Announces Sale of Eagle Fire, Inc. (July 16, 2025; linked from the RPI portfolio page) Accessed October 27, 2026
- S7General Informatics Acquires GlobeNet (June 9, 2025) Accessed October 27, 2026
- S8General Informatics Strengthens AI Capabilities with Acquisition of IMS Solutions Group (April 10, 2026) Accessed October 27, 2026
- S9Rosewood Private Investments announces the addition of Structured Equity (Rosewood Corporation, March 2026) Accessed October 27, 2026
- S10Milestone Funeral Partners news and blog 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 Rosewood Private Investments. Figures are as reported on the dates shown and may have changed. Request a correction