Private Equity

Sowell & Co.’s Private Equity Group invests its own capital to support growing companies, management buyouts, recapitalizations and corporate divestitures in both healthy and distressed situations. We focus on backing experienced managers by making $2 – $20 million investments in companies that typically have less than $10 million of EBITDA. After making an initial investment, we work closely with management to accelerate internal growth by thoughtfully investing capital and other resources into sales, marketing, R&D, new products and improved technology that can differentiate our portfolio companies in the marketplace, thereby creating sustainable, profitable growth. We also invest in external growth in the form of acquisitions, having completed in excess of 30 add-on acquisitions for our portfolio companies in the last ten years.

 

We believe that investing our own equity capital is a critical factor to our success. It allows us to, alongside management, set more significant goals that take longer to achieve and to properly invest to support these goals without an artificial time horizon. This type of focus on the long-term success of the business is not possible with institutional funds that have to “flip” their portfolio companies every 3 – 5 years to meet the timelines associated with the life of their funds. Additionally, investing our own capital provides for a streamlined decision-making process in negotiating and closing transactions and significant flexibility with respect to the size and type of our investments.

 

CURRENT PRIVATE EQUITY INTERESTS

CareCycle Solutions is a post-acute care company focused on serving the chronically ill patients in their homes. The company provides nursing, therapy, remote vital signs monitoring, and physician house call services to over 4,000 patients throughout Texas, Oklahoma and Louisiana. The company remotely monitors the vital signs of in excess of 2,500 patients, and this proprietary program has improved medical outcomes by dramatically reducing the rate at which patients are hospitalized for their chronic condition.

American Integrity provides insurance coverage to homeowners and landlords in the state of Florida. The Company was founded by CEO Robert Ritchie and Sowell & Co. in 2006 after many insurance companies left the state due to unusually high hurricane activity during 2004-5. Today, American Integrity currently insures in excess of 200,000 homeowners representing in excess of $50 billion in insured property and $250 million in annual premiums.

Apache Enterprises designs, engineers and manufactures components for military and commercial aerospace applications. The Company has been a leading designer for airplane cockpit’s instrument night vision lighting among other complex components. Sowell & Co. brought on a new CEO for the Company at the time of its investment in July 2011. Apache is very active in the field of revitalizing Blackhawk helicopters for sale to foreign governments.

 

 

Pinnacle Spine

Pinnacle Spine Group
Pinnacle Spine Group was founded with the focused goal of developing innovative medical devices, conceived in the operating room, for surgical procedures of the spine. The objective for every device and instrument Pinnacle designs is a better outcome for the patient, and a better experience for the surgeon and operating room staff. This commitment is supported by a highly experienced medical advisory board.

Click here to view all Privaty Equity Group prior interests.
Vedicsoft-Logo

VedicSoft
VedicSoft Solutions is an information technology (IT) consulting firm providing clients with best in class data analytics and business intelligence. The Company’s service offering is provided through a combination of onsite and off-shore delivery model. Sowell & Co. partnered with a new CEO to purchase the Company in October 2014.

 
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Health Catalyst
Catalyst Lab Solutions (CLS) provides customized in-office lab services utilizing the most advanced LC-MS/MS technology, allowing for precise quantitative testing with the highest levels of control and compliance.

Our team of laboratory and healthcare professionals has identified pain management, internal medicine and other specialty physicians as ideal candidates for onsite physician office laboratories (POLs) and can lead the way in helping a practice personalize care and improve profitability.

Sowell & Company

1601 Elm Street
Suite 3500
Thanksgiving Tower
Dallas, Texas 75201
(214) 871-3320 Phone
(214) 871-1620 Fax