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Our Approach

Castanea Partners has a rich history of successfully building, growing and managing small to middle market companies in branded consumer products and services industry sectors. We seek to leverage our deep operating, private equity and consulting experiences to work closely with management teams to identify value opportunities and realize untapped growth.

Partnership with Management

We partner closely with selling founders and management teams to identify and execute significant value-creating strategies. We've walked in management shoes and understand their perspective, concerns and priorities in the context of consummating a transaction as well as operating a business. We view every founder, management team and entrepreneur with whom we work with as a partner. We structure our team and investment approach to allow for active engagement with each company.

Value-Add Opportunities

Our collective hands-on operating and private equity experience enables us to create value through our unique management expertise and commitment to growth strategies. We have successfully trained sales teams, launched brands, managed operations during challenging times, and built system infrastructures. We conservatively design capital structures to balance the needs for financial returns and operational flexibility. As a result, we seek opportunities where we can leverage our experience to provide performance enhancements and identify hidden growth potential in companies.

Small to Middle Market Companies

We typically target companies with enterprise values up to $250 million. The ideal company has the potential for significant value creation through growth, operational improvement, or strategic acquisition. We target companies that are, or have the potential to be, proven revenue generators, have high barriers to entry, and strong management teams. We invest in traditional management buyouts, sales of private companies, growth and acquisition equity, and operationally challenged situations.

$15M-$150M Investment Size

Our target investment size is between $15M and $150M; although we have flexibility to call upon additional resources to pursue larger opportunities. We generally prefer a controlling interest, however we will consider majority as well as minority investments, and have successfully partnered with other private equity investors.

For Potential
Portfolio Companies

  • See what some of our portfolio company business owners have to say about Castanea Partners

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Press Releases

  • Castanea Partners announces investment in Tatcha

    OCTOBER 2017 - Castanea Partners announced today that it has made a minority investment in Tatcha, a luxury skincare brand with a collection of products inspired by timeless Japanese beauty rituals.

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Media Coverage

  • Jeni’s Splendid Ice Creams featured on Wall Street Journal

    OCT 2017 - Cool Kitchen Tips From America's Ice-Cream Queen

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Perspectives

  • Q&A with Partner at Castanea Partners, Tim Burke

    NOV 2017

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  • Janet Gurwitch speaks at 2014 Texas ACG Capital Connection


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Castanea Partners Three Newton Executive Park, Suite 304, Newton, MA 02462
P (617) 630-2400 | info@castaneapartners.com