Leading Private Equity Firms in Austin: 2025 Overview

Austin is a dynamic hub for private equity growth, blending a booming business environment with a deep talent pool and a pro-innovation culture. Its rapidly expanding economy, driven by technology, healthcare, and advanced manufacturing, is conducive for investment and capital deployment across sectors. The Lone Star State’s business friendly environment, favorable tax laws, and reasonable cost of living have led to a steady influx of high-growth startups and middle-market companies. This has enabled private equity firms to scale efficiently. The city’s strong university ecosystem and entrepreneurial spirit further bolster sustained business creation and innovation as Austin challenges Silicon Valley as America’s tech mecca.

At Dakota, we provide investment professionals with a centralized platform for private equity intelligence through Dakota Research. Our real-time insights, comprehensive manager coverage, and performance data empower investors to make informed decisions with confidence.

In this article, we’re spotlighting the top private equity firms in the Austin metro area that are leading the charge in deal-making and market transformation. By the end, you’ll gain a deeper understanding of these firms, their investment strategies, and their impact on the private equity space.

1. Metric Point Capital

Overview: Foxhole is a values-driven investment firm dedicated to building sustainable mid-market businesses that generate enduring opportunities. The firm partners with exceptional leaders to acquire and scale companies with a strong operational track record, deep domain expertise, and a culture of reliability and service. Foxhole distinguishes itself through its commitment to preserving employee legacies and delivering long-term value to all stakeholders. The firm’s strategy is particularly appealing to founders seeking thoughtful succession or ownership transitions that maintain their companies' core values and identity.

Focus: Foxhole targets control investments in mid-market companies with $2 to $10 million in EBITDA and EBITDA margins of at least 15%. The firm focuses on three primary verticals: Industrial Business Services, Aviation Services (via its Diatom Aviation platform), and Tech-Enabled Services that transform business operations. Foxhole looks for gritty, dependable businesses that consistently deliver value to large, strategic customers. The firm also welcomes opportunistic investments beyond these domains, with a clear emphasis on partnering with “aspiring eagles”—entrepreneurial leaders poised to scale exceptional platforms.

2. Haveli Investments

Overview: Haveli Investments is an Austin-based private equity firm dedicated to supporting high-quality technology companies across software and gaming. Backed by a leadership team with extensive enterprise experience and billions in deployed capital, Haveli provides not only capital but strategic and operational support to help companies scale. The firm's hands-on approach and deep domain expertise are designed to foster transformational growth and sustained innovation in portfolio companies.

Focus: Haveli targets investments in established technology businesses with strong products, clear market positioning, and potential for accelerated growth. The firm prioritizes control or significant minority positions in software and gaming companies, offering operational guidance throughout the investment lifecycle. Through its sector-focused value creation team, Haveli aims to drive innovation and maximize potential across all stages of a company’s development.

3. Tritium Partners

Overview: Tritium Partners is a private equity firm founded in 2013, focused on investing in growth-oriented technology and services businesses. With nearly $1.5 billion in capital commitments under management, the firm targets companies that demonstrate the potential to become market leaders through operational improvements and capital efficiency. Tritium emphasizes long-term partnerships with founders and executives, aiming to build enduring companies supported by high-growth initiatives. The firm fosters a values-based culture, placing importance on respect, fairness, and community impact.

Focus: Tritium generally seeks to invest $20–$100 million in companies with revenues ranging from $5–$75 million. Its sector focus includes FinTech and financial services, online marketplaces, software and data analytics, supply chain and logistics, and tech-enabled business services. Tritium looks for opportunities where it can support companies’ high-growth strategies by providing liquidity and additional capital for reinvestment. Investment criteria emphasize alignment among stakeholders, leadership strength, and capital efficiency. The firm is flexible in its investment structures, pursuing both majority and minority positions depending on the alignment of interests.

4. Stafford Capital Partners

Overview: Stafford Capital Partners is a global private markets investment and advisory firm that emphasizes delivering sustainable and long-term value to its clients. The firm specializes in crafting tailored investment solutions across private market sectors including infrastructure, private equity, timberland, and agriculture. With a strong commitment to responsible investing, Stafford integrates environmental, social, and governance (ESG) factors into its investment approach, aiming to create positive outcomes for both its investors and the wider community.

Focus: Stafford’s investment strategy centers on sourcing and managing high-quality opportunities in private markets that provide attractive risk-adjusted returns. The firm utilizes its global network and sector expertise to gain access to investments through secondary transactions, co-investments, and primary fund commitments. With targeted exposure to sectors such as infrastructure, private equity, timberland, and agriculture, Stafford builds diversified portfolios designed to meet client objectives while aligning with long-term sustainability goals.

5. SNH Capital Partners

Overview: SNH Capital Partners is a US-based, privately-held investment firm that targets middle-market companies with a long-term orientation. Founded in 1995, the firm has maintained a consistent investment philosophy for over 25 years, initially launching with capital from a successful data and analytics startup. SNH specializes in partnering with founder-led businesses in resilient, mission-critical industries, applying a sustainable and scalable approach to growth. Its team includes an in-house consulting group that provides hands-on operational expertise to drive transformational results, making SNH not only a source of capital but also a strategic value-add partner.

Focus: SNH invests in companies with up to $75 million in annual EBITDA, preferring high-quality businesses operating in industries with reduced disruption risk. The firm targets opportunities where it can gain control of key success factors and pursue both organic and inorganic growth. Its strategy emphasizes long-term value creation rather than short-term exits, leveraging patient capital and low leverage to mitigate risk. SNH favors enduring partnerships with executive teams who continue to lead their businesses and benefit from strategic support, compounding free cash flow and performance over time.

6. Strattam Capital

Overview: Strattam Capital is a private equity firm focused on investing in established business IT companies in partnership with founders. The firm is committed to unlocking growth potential by providing capital and strategic support to companies with high-quality products and strong market positions. Strattam typically makes majority equity investments and emphasizes collaboration with management teams to scale operations and enhance value creation.

Focus: Strattam targets companies with enterprise values of up to $100 million and revenues between $10 million and $30 million. Prospective portfolio companies are expected to have positive EBITDA and exhibit organic revenue growth above 10%, with room for expansion through add-on acquisitions. The firm’s investment strategy is centered on two primary verticals: Enterprise Software—including vertical-specific applications, workflow software, and analytics & data platforms—and Tech-Enabled Services, such as application management, specialized solutions, and cloud deployment and support.

7. Formentara Partners

Overview: Formentera Partners is an energy-focused private equity strategy based in Austin, Texas. Founded in 2020, the firm focuses on acquiring and optimizing mature oil and gas assets in U.S. basins. With more than $1.9 billion in committed capital, the firm brings together deep operational, financial, and technical expertise to deliver strong, predictable returns.

Focus: Formentera targets producing oil and gas assets with low decline rates and mature well profiles. It emphasizes systematic hedging, new-age technology for efficiency, and financial strength backed by a broad investor base. The firm leverages a relationship-driven sourcing approach and has operational control of approximately 2,900 wells producing 60,000 BOE/day.

8. Blue Sage Capital

Overview: Blue Sage Capital is an Austin, Texas-based private equity firm managing over $1 billion in capital. Established with a focus on recapitalizations, growth investments, and buyouts, the firm specializes in lower middle-market businesses. Blue Sage differentiates itself through a strong emphasis on partnership with founders, family owners, and management teams, typically serving as the first institutional capital provider. The firm prioritizes long-term relationships and aims to build enduring value through operational improvement and strategic support.

Focus: Blue Sage Capital concentrates on companies with EBITDA ranging from $5 million to $25 million, revenues between $20 million and $200 million, and total enterprise values from $40 million to $200 million. The firm typically invests $25 million to over $60 million per transaction. Its investment targets are businesses that demonstrate long-term defensible market positions, strong recurring cash flow, and proven growth potential.

The firm looks to invest in companies within the environmental solutions, niche manufacturing, and specialty services sectors. Blue Sage maintains flexibility across the capital structure, offering solutions tailored to each company’s needs, with a preference for control buyout and recapitalization transactions. The firm follows a long-term investment strategy, typically holding portfolio companies for five to eight years to unlock their full value.

9. Presidio Investors

Overview: Presidio Investors is a private equity firm based in Austin, Texas, focused on middle market companies. The firm emphasizes partnerships with exceptional teams in niche industries, specifically within the business services and entertainment sectors. With over 75 years of combined investing and operating experience among its principals, Presidio leverages its expertise to drive value creation. The firm follows a collaborative investment approach, aiming to scale and develop its portfolio companies while delivering strong returns to all stakeholders.

Focus: Presidio targets control investments in growing, niche businesses primarily in the business services and entertainment sectors. The firm seeks companies with EBITDA ranging from $5 million to $20 million and enterprise values between $20 million and $100 million. Presidio differentiates itself through its operational expertise and emphasis on building value through strategic execution and value-added governance, often by forming boards with top-tier industry professionals. The firm invests in quality companies with scalable models and actively contributes to their growth and development.

10. Centergate Capital

Overview: CenterGate Capital is a private equity firm managing $750 million in assets, with a focus on growing lower middle-market companies. The firm is committed to partnering closely with management teams to drive value creation across all stakeholders. Headquartered in North America, CenterGate provides flexible capital solutions tailored to the needs of each business and emphasizes collaboration throughout the investment process.

Focus: CenterGate targets platform investments in companies with EBITDA ranging from $5 million to $30 million. The firm primarily invests in North American businesses operating within the business services, manufacturing, and consumer sectors. With a flexible investment approach, CenterGate tailors capital structures to support growth strategies and operational improvement initiatives, positioning portfolio companies for long-term success.

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