Private Equity

Satori Capital

Investment Details

Investor Type
Private Equity

Asset Class Focus
Private Equity, ESG and Impact Investing

Stage Focus
Growth, Buyout

Geographical Focus
United States

Industries Focus

  • Financial Services
  • Technology
  • Healthcare
  • Energy
  • Real Estate
  • Telecommunications
  • Media
  • Retail
  • Education
  • Industrial
  • Business Services
  • Consumer Products
  • Logistics
  • Transportation
  • Hospitality

Investment Size:
5,000,000 to 25,000,000 USD

Investor Details Founded: 2008

Satori Capital is a Texas-based private equity firm founded upon the principles of conscious capitalism. The firm partners with leadership teams of companies with $5 million to $25 million of EBITDA that operate with a long-term perspective, commit to their mission or purpose, and create value for all stakeholders. Satori Capital's investment approach emphasizes sustainability and social responsibility, aiming to elevate humanity through its business practices.

The firm's private equity business focuses on companies that are family- or entrepreneur-owned, seeking to provide liquidity to current owners and expansion capital to support future growth. Satori Capital's investments span various industries, including technology, healthcare, financial services, consumer products, energy, industrial, media, telecommunications, business services, education, real estate, retail, transportation, logistics, and hospitality. The firm operates primarily in the United States, with a particular emphasis on the Dallas and Fort Worth areas.

Satori Capital's investment strategy involves partnering with management teams to accelerate the growth of companies that are built to last. The firm provides customized portfolios designed to meet the unique objectives of institutions, family offices, and sophisticated private investors. Satori Capital's commitment to conscious capitalism guides its investment decisions, aiming to create enduring value for all stakeholders and promote positive societal impact.

Requirements
  • Companies with $5 million to $25 million of EBITDA
  • Family- or entrepreneur-owned businesses
  • Commitment to long-term perspective and mission or purpose
  • Focus on sustainability and social responsibility
Contact

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Portfolio Companies
  • The Lovesac Company
  • Ampa Health
  • Holobiome
  • TARA Mind
  • Kindly Human
  • Bedrock Logistics
  • Boston Consulting Group
  • Goldfarb
  • Polsinelli PC
  • Stromberg Investment Group
  • Beta Capital Group
  • Apex Capital Corp
  • Gardner Capital
  • Restore Capital
  • Sarona Asset Management
  • SEFA (Social Enterprise Finance Australia)
  • SNW Asset Management
  • Marto Capital
  • Satori Neuro
  • Satori XL Partnership Program
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