SR Capital is an independent investment firm focused on developing compelling investment opportunities in the lower middle market

SR Capital is focused on acquiring and/or developing middle market companies that have the potential to generate superior risk-adjusted returns.  We are flexible and creative in our approach, and believe that the path to value creation starts with a strong partnership between ourselves, management and our investors.

SR Capital was formed by Steve Reinstadtler and Steve Roberts, who have been working in partnership together for over 20 years. The principals were previously Co-Heads of TD Capital’s New York office, which was responsible for investing approximately $1 billion in private equity and mezzanine capital on behalf of the TD Bank Financial Group during the principals’ tenure.

Our Approach

We proactively source and develop compelling investment opportunities in the lower middle market ($10MM - $100MM in revenue)

We bring together a deal team (including the seller, management, the right funding partner and independent Board member(s) as appropriate), that shares common goals and has great chemistry.

We work closely with all parties to ensure a smooth process of due diligence, documentation and closing.

Post-closing, we actively support our management teams as Board members and advisors, bringing to bear our collective 40+ years of private equity experience.

From start to finish

We actively manage the entire lifecycle of a deal, from the formative stages through the ultimate exit, with the goal of creating a great outcome for everyone.