Patient capital for established mid-market businesses.
We partner with founders and their families to build on the businesses and legacies they have created. Through organic growth, strategic acquisitions, and close partnership with management to strengthen technology, infrastructure, and operations, we help businesses unlock outsized growth. As long-term owners, we invest with an indefinite time horizon, allowing us to make decisions that strengthen the business for decades rather than optimize for a near-term sale.
The companies we buy
Established
Proven businesses with a long operating history, loyal customers, and reputations built through decades of consistent performance.
Essential industries
Mid-market businesses across energy, industrials, healthcare, technology, and aerospace and defense.
Positioned for transition
An owner preparing for succession, with a proven leadership team or next-generation family member ready to assume a larger role.
How we grow companies
Patient capital
We invest without traditional fund timelines or forced exits, allowing us to compound value through long-term ownership and continued reinvestment.
Strategic growth
We support both organic expansion and strategic acquisitions, with capital available to pursue compelling opportunities as they arise.
Professional management
We bring additional capabilities across finance, operations, technology, and leadership while building on the systems and practices that already make the business successful.
Aligned ownership
Management, founders, and our capital partners own alongside one another. Our interests are tied to the long-term performance of each company, not to a transaction.
For owners and their families
We structure transactions to address the differing objectives of family shareholders, including liquidity for those seeking to exit and continued ownership for those who remain involved in the business. Our approach is designed to align shareholder interests, preserve continuity, and support long-term value creation.
How we work with ownersBuilt to be kept, not to be sold.Our ownership philosophy
We invest alongside a select group of family offices and long-term capital partners seeking direct exposure to high-quality operating businesses.
A consistent model for long-term value creation.
We apply the same disciplined criteria to every investment, evaluate opportunities through a consistent underwriting process, and follow a repeatable approach to value creation after closing. Each company and situation is unique, but our investment framework remains consistent.
What we bring
Patient capital
Cash for sellers who want it. Ownership for those who stay. Growth capital for acquisitions and expansion—with no artificial timeline.
Professional management
Upgraded finance, operations, and leadership talent. We fill gaps without replacing what works.
Technology and systems
Modern reporting, operations tools, and compliance infrastructure. The systems a growing company needs.
Strategic growth
Support for both organic expansion and M&A. A written growth plan built with management in the first six months.
The first year
- Month 1. Ownership transfer. Relationships with key customers and team members confirmed.
- Months 2 to 3. Operations review complete. Immediate priorities identified with management.
- Months 3 to 6. Finance team, monthly reporting, and technology plan in place.
- Months 6 to 12. Growth plan agreed with management and underway.
Timelines vary by transaction and are tailored to the specifics of each investment.
Stewarding the business forward.
Most owners we meet are not simply looking to exit. They want to step back knowing the business, its people, and its legacy will be well cared for. Family and other shareholders may also have different priorities, from liquidity to continued involvement. We built our approach to accommodate those objectives while preserving continuity and supporting the company's long-term growth.
Liquidity for those ready to transition out
Paid in cash at closing at an agreed-upon valuation. Where possible, we avoid relying on seller notes or earnouts that leave exiting family shareholders financially tied to the business after the transaction.
Real ownership for the one who stays
Existing owners can retain a meaningful ownership stake in the business, with the first right to increase their ownership over time, while providing a flexible pathway for other owners to partially or fully exit the business.
Your team remains in place
We invest in companies because of the strength of their teams, customer relationships, and reputation, with a focus on preserving and building on what already works.
Continuity where it matters
Licenses, certifications, key contracts, and customer relationships are planned for before closing.
Ownership without a deadline. We offer patient capital, long-term partnership, and an owner that never needs to sell your company again. No fund clock. No forced exit. A structure designed to align shareholder interests and support the company's long-term success.
The process
- A private first conversation. No paperwork, no obligation.
- We learn what each family member wants before proposing anything.
- A proposal built for your family, in plain terms.
- Diligence and closing, handled with care for your people and customers.
- The first year together, with us at the table.
Own operating companies directly.
We invest with a select group of family offices, high net worth individuals, endowments, and foundations that prefer direct exposure to established businesses rather than committing capital to a blind pool fund. Each opportunity is evaluated on its own merits, giving investors the ability to study the business in full before deciding whether to participate.
A specific company, not a blind pool
You choose each investment.
Long-term ownership
Held through holding companies built to own businesses for the long term.
Alignment
We are paid mainly in shares of the same company. Any closing fees are disclosed in full in the offering documents.
Defined liquidity terms
Each company has written rules for how shares may be sold.
Information and influence
Quarterly reporting, board representation for larger holders, and access to the chairman.
Why partners invest with us
Disciplined underwriting
Every opportunity passes through the same criteria and the same diligence process. We would rather pass than stretch.
Operating experience
Our team has built and run companies. We know what a growth plan costs, what it takes to execute, and where management needs support.
Transparency
Full access to the business before you commit, quarterly reporting after, and fees disclosed in full in the offering documents.
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A focused firm with a disciplined approach.
August Capital Management partners with founders and owners to acquire and grow established mid-market businesses across energy, industrials, healthcare, technology, and aerospace and defense. We provide patient capital, experienced management, and strategic support, with a long-term ownership approach and no predetermined timeline for exit.
Leadership
Roland Owens
General Partner
Roland Owens is an investor and technology executive with more than 15 years of experience evaluating, building, and operating businesses across a range of industries. As a General Partner at August Capital Management, Roland focuses on private investments in established companies, drawing on his operating background to identify opportunities for long-term value creation. Roland founded Synerphase Technology Corporation in 2010 and has led the company through technology, consulting, and enterprise transformation engagements, giving him a practical perspective on scaling businesses and allocating capital. Roland holds a Bachelor of Science from Louisiana State University and an MBA from the University of Chicago Booth School of Business.
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