Private Investment Firm — Lower Middle & Middle Market

Capital and conviction for the businesses that build the real economy.

Coastridge Capital Partners invests alongside lower middle, middle market companies and projects to fund growth, execute transitions, and build lasting, durable value across ten core sectors of the economy.

Our Approach Contact Coastridge
$8.0B+
Assets Under Management
$20B+
Aggregate Transaction Value
250+
Years Combined Leadership Experience
500+
Clients Served
How We Invest

A full spectrum of capital solutions.

We structure capital around what a business actually needs — whether that's fuel for expansion, an ownership transition, or a balance sheet reset — deploying across the traditional range of private investment strategies.

01

Growth Capital

Minority or structured investments that fund expansion, acquisitions, and new capacity for companies with proven models.

02

Leveraged Buyouts (LBOs)

Control acquisitions of established, cash-generative businesses using disciplined, conservative capital structures.

03

Management Buyouts (MBOs)

Partnering with proven operators to acquire the businesses they run, aligning incentives around long-term value.

04

Minority Investments

Non-control capital for founders and family owners who want a partner and liquidity without ceding the wheel.

05

Recapitalizations

Restructuring ownership and capital to fund a partial exit, buy out a partner, or reset the balance sheet for growth.

Coastridge investment committee reviewing a transaction
Investment Committee — Deal Review
Direct Investment

Project-level equity investments.

Beyond platform and company-level capital, we invest directly at the asset and project level — committing equity into single-site developments and infrastructure alongside our operating partners.

01

Real Estate Development

Ground-up, value-add, opportunistic, distressed, and repositioning equity for commercial, multifamily, and mixed-use projects — including SFR master planned communities, SFR build-to-rent, affordable housing, and workforce housing.

02

Power & Energy Projects

Direct equity into power generation, oil and gas exploration & production (E&P), midstream and processing assets, storage, and grid-connected energy infrastructure — spanning conventional, renewable, and hybrid project structures.

03

Infrastructure Assets

Project-level equity for essential, contracted infrastructure — transportation, water and utilities, digital and communications infrastructure, and other assets underpinned by long-duration, predictable cash flows.

04

Energy Transition

Equity capital for renewables development, battery and grid-scale storage, transmission and grid modernization, and other assets positioned for the shift to a lower-carbon energy system.

Project-level infrastructure development supported by Coastridge equity capital
Project Equity — Infrastructure Development
Private Credit

Flexible credit across the capital structure.

Alongside our equity strategies, we provide private credit solutions to lower middle, middle market companies and projects — structured around cash flow, collateral, and the capital needs of each situation.

01

Direct Lending & Acquisition Credit

Senior and unitranche facilities to fund buyouts, acquisitions, and organic growth for established middle market companies.

02

Special Situations & Opportunistic Credit

Bespoke, higher-return credit for complex, time-sensitive, or dislocated situations where speed and structuring expertise matter most.

03

Asset-Based & Structured Credit

Collateral-backed lending secured by receivables, inventory, equipment, and other hard assets to support working capital and growth.

04

Real Estate, Project & Infrastructure Credit

Senior and mezzanine debt for real estate developments, energy assets, and infrastructure projects across our core sectors.

Coastridge private credit team structuring a financing agreement
Private Credit — Deal Structuring
Where We Invest

Ten sectors. One investment discipline.

We concentrate where deep operating knowledge, structural demand, and defensible market positions intersect — building sector expertise that compounds across our portfolio.

RE
Real EstateCommercial, multifamily, SFR, and mixed-use platforms — ground-up, value-add, opportunistic, and distressed strategies.
PWR
Power & EnergyPower generation, utilities, and grid-connected infrastructure across conventional, renewable, and hybrid assets.
INF
InfrastructureEssential, contracted infrastructure in transportation, water and utilities, and digital and communications networks, along with manufacturing and industrials.
MDA
Media & EntertainmentContent production, distribution, and live experience platforms with durable audiences and recurring revenue.
CPR
Consumer Products / RetailBranded consumer products, specialty retail, food & beverage, and wellness platforms with loyal customer bases and pricing power.
TEC
Technology / AIApplied software, data, and AI-enabled platforms serving enterprise and industry-specific end markets.
BSV
Business ServicesOutsourced, mission-critical B2B services supporting enterprise operations, compliance, and growth.
FAC
Facilities ServicesBuilding operations, maintenance, and facility management platforms serving commercial and institutional clients.
ESV
Energy ServicesUpstream, midstream, and field services supporting exploration, production, and energy infrastructure.
ETS
Energy Transition & StorageRenewables development, battery and grid-scale storage, and grid modernization infrastructure.
"We invest like owners, not observers — bringing capital, discipline, and operating conviction to every partnership."
Coastridge Investment Philosophy
"The middle market is where hands-on partnership creates the most value — and where discipline matters most."
On the Lower Middle & Middle Market
The Firm

Built on operating experience, not just capital.

Coastridge Capital Partners was built by investors and operators who believe the middle market rewards patience, discipline, and genuine partnership over financial engineering.

Scale

$8.0B+ in Assets

We manage over $8.0 billion in assets on behalf of institutional and private clients, deployed across control and non-control strategies in the lower middle, middle market.

Track Record

$20B+ in Transactions

Our team has executed more than $20 billion in aggregate transaction value across buyouts, growth investments, and recapitalizations spanning ten core sectors.

Experience

250+ Years, One Team

Our leadership brings a combined 250-plus years of investing and operating experience, having served more than 500 clients across market cycles.

Technology infrastructure supported by Coastridge portfolio capital
Get In Touch

Let's talk about your next chapter.

Whether you're a business owner exploring a transition or an institutional partner evaluating Coastridge, we'd welcome the conversation.

Contact Coastridge