Forged Capital

Description

Forged Capital is a lower middle market private equity partner to founder led and family owned businesses across the United States. We help owners navigate their next chapter with a simple promise: protect what already works, strengthen what must evolve, and grow without compromising culture. We bring 5 decades of combined operating and investing experience. We partner with lower middle market founders and family owned businesses in skilled trades and essential services, where reliability wins, execution matters, and AI should make teams better, not smaller. We typically partner with businesses generating $2MM to $20MM of EBITDA. Our experience spans business and industrial services, field operations and infrastructure support, technical services, and select consumer and food systems. What founders and advisors can expect from us: • A respectful, direct process with senior involvement • A clear value creation plan built with management, not imposed on them • Hands on operating support, from systems and reporting to talent, pricing, and growth execution • Capital to fund the next chapter, including organic expansion and thoughtfully selected add on acquisitions Learn more at www.forgedca.com

AI Sector Summary

Forged Capital invests in U.S. lower middle market companies ($2M-$20M EBITDA) specializing in skilled trades (HVAC, electrical), essential business and industrial services, dental practices, and asset management software.

Financials