Middle market private equity firm
Serata Capital Partners
- HeadquartersAustin, TX S1
- Founded2020 S2
- Websiteseratacapital.com
- Last verifiedNovember 2, 2026
At a glance
| EBITDA range | $7.5M to $50M S2 |
|---|---|
| Deal types | Platform, Minority S2 |
| Geography | United States S1 |
| Sectors | Accounting & Professional Services, Consumer & Food |
What Serata Capital Partners buys
Serata Capital Partners is an Austin, Texas firm started in 2020 by Drew Bagot, a former operator and long-time private equity investor. It looks for US companies with steady, predictable revenue and a protected niche, with Texas ties a plus but not required. Its 2025 firm overview lists business and professional services, branded consumer products, consumer services, media and telecom, data and analytics, later-stage software, industrial and building services, and healthcare services. The target size is $7.5 million to $50 million of EBITDA.
Serata prefers to buy a majority stake but will consider a minority one. It wants to be the company's first institutional investor, it wants key managers to stay or a succession plan to be in place, and it likes owners to roll 33% to 49% of their equity into the deal. The firm holds only a few companies at once: EventLink Group, Page Publishing and Fusion92, which has added four smaller marketing firms under Serata's ownership.
Recent deals
Announced in the 24 months before November 2, 2026.
| Date | Company | Type | Sector | Source |
|---|---|---|---|---|
| Sep 2025 | EventLink GroupStrategic partnership with the Sterling Heights, Michigan experiential marketing and event services firm; the leadership team stays in place. Paceline Equity Partners announced its own equity investment in EventLink the following week. | Investment | Accounting & Professional Services | Source |
Portfolio by sector
From the firm's portfolio page S1.
Current Partnerships
- EventLink Group
- Page Publishing (Publishing Services Consortium)
- Fusion92
Greymont’s take
How Serata Capital Partners fits a seller
Serata suits an owner of a sizable, profitable services or consumer business who has never taken outside money and wants a partner rather than an exit. It asks owners and managers to keep a large stake, up to almost half the equity, so a sale here is closer to a recapitalization than a clean exit. Owners should expect to stay involved and share in the next stage of growth.
Because Serata holds only a few companies, each one gets close attention, and it has kept Fusion92 since 2021 while that company bought four smaller firms. Serata does not publish a committed fund, and it has brought in partners such as Landon Capital Partners on Fusion92. An owner should ask how the equity for the deal will be raised, who else will sit at the table, and how long Serata expects to hold the business.
Questions owners ask
What size company does Serata Capital Partners look for?
Its 2025 firm overview targets companies with $7.5 million to $50 million of EBITDA. The home page states a floor of more than $10 million of EBITDA, so smaller businesses below that range are unlikely to fit.
Does the owner keep a stake after Serata invests?
Usually, yes. Serata says it prefers deals where the owners and managers roll 33% to 49% of their equity into the new company and where key managers stay or a succession plan already exists.
Does Serata invest on its own?
Not always. It invested in Fusion92 in April 2021 together with Landon Capital Partners, a family office, and Paceline Equity Partners announced its own equity investment in EventLink Group a week after Serata announced its partnership in 2025.
Sources
- S1Serata Capital Partners home page (about, investment parameters, current partnerships, leadership) Accessed November 2, 2026
- S2Serata Capital Partners firm overview (PDF, 2025) Accessed November 2, 2026
- S3Serata Capital Partners Announces Strategic Partnership with EventLink Group (GlobeNewswire, September 30, 2025; not fetched, robots.txt blocked) Accessed November 2, 2026
- S4Paceline Equity Partners news: growth investment in EventLink Group (October 6, 2025) Accessed November 2, 2026
- S5Fusion92 Takes on Investment Partners to Fund Acquisitions and Fuel Organic Growth (PR Newswire, April 20, 2021) Accessed November 2, 2026
Compiled by Greymont Advisors from public sources, including the firm’s own website and press releases. Greymont is not affiliated with Serata Capital Partners. Figures are as reported on the dates shown and may have changed. Request a correction