Drew Bagot
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Hey Drew — similar path (IB → PE). been thinking a lot about proprietary origination in B2B services lately. would be good to connect.
Hey Drew, looks like we share a similar IB → PE path, though I was in London at CS & Greenhill not in Texas building out a middle-market firm. origination was always the same story for me — clear thesis, decent relationships, but no proprietary system of record tying anything together. every deal virtually sourced from scratch, nothing compounding over time. curious if that's still how most funds operate or if I'm behind the times? — Russ
Hey Drew, looks like we share a similar IB → PE background, though I was in London doing growth equity deals at Treis not in Austin building a middle-market platform like Serata. the pattern I keep seeing with most funds is weirdly consistent — strong thesis, solid network, but no proprietary system of record. the people, tools and ideas are never really connected. every deal virtually sourced from scratch, nothing compounds on itself. curious if that resonates or if you've built something different at Serata? — Russ
hey Drew — no worries if the timing's off. most funds I talk to have tried some version of building origination in-house — analyst pulling from Pitchbook or Grata, maybe using ChatGPT to help qualify, dumping it into a spreadsheet. each piece kind of works, but there's no system of record tying it together. the people, tools and ideas are all disconnected, so nothing compounds. been helping a few funds like Mentmore work through that. curious if you've run into the same thing at Serata? — Russ
totally get it if origination infrastructure isn't top of mind right now — most funds have 10 things ahead of it on the priority list. the funds I've seen crack it early just tend to compound deal flow in a way that's hard to replicate later. if it ever moves up the list, I'm easy to find. — Russ
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Drew — Congrats on the South Congress store for Texas Standard — 3x Longhorn 100 and now a storefront under the South Congress Hotel is a great run. Love that you're building a brand and a firm at the same time. I had a similar path — banking (Credit Suisse, Greenhill) then deploying growth equity tickets in Europe. The investing was great, the sourcing was brutal — so I built SearchLoop to fix it. Backer Group in the UK uses it to source service and light manufacturing businesses → score them on fit criteria → reach owners and book meetings. Fully custom-built, plugs into their CRM, everything transparent. With Serata focused on business services and consumer in the $7-35M EBITDA range — and a preference for Texas-based companies — there's a version of this that maps really well to your thesis. Worth a quick call to walk through what a build like that looks like for your deal flow? Russ searchloop.ai linkedin.com/in/russellt23
Prospect Research
## PROSPECT INFORMATION: Name: Drew Bagot Title: Founder, Managing Partner Fund: Serata Capital Partners Background: PROSPECT SUMMARY: Drew Bagot CURRENT FOCUS Drew is a highly active investor and entrepreneur based in Austin, Texas. He is the Founder and Managing Partner of Serata Capital Partners (SCP), a private equity firm targeting middle-market companies with $7-35MM EBITDA across business services, consumer, and tech-enabled sectors. Additionally, he serves as a Board Member for several organizations, including EventLink Group, Page Publishing, and Fusion92, and is a Co-Founder and CEO of the premium apparel brand Texas Standard. BACKGROUND He has an extensive background in private equity and asset management, with prior leadership roles at Calidant Capital, ORIX (Associate Director), and Pharos Capital Group. His education includes an MBA from Cornell University (Johnson Graduate School of Management) and a BBA in Finance from The University of Texas at Austin (McCombs School of Business). He is deeply involved in the Austin business community, serving as a Founding Member and Past Chapter Chair for YPO Waterloo-Austin and a board member for the Alliance of M&A Advisors. KEY SKILLS Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation, Due Diligence, Entrepreneurship, and Business Strategy. RECENT ACTIVITY & POSTS Drew recently shared a post on March 1, 2025, highlighting "5 things from the week on #LonghornFriday." Key quotes from this post include: - Regarding his apparel brand: "Texas Standard (a 3x Longhorn 100 winner) has a new store on South Congress under the South Congress Hotel. Their grand opening is this Sunday on Texas Independence Day." - On networking: "Dr. John Daly joined 25 Business Members for our roundtable lunch ... and it was awesome. Local Foods catered ... because we like to support Longhorn businesses." - On local business growth: "Was driving home and spotted a BIG Shop Longhorn sign outside the new Korman Fine Jewelry store under construction!!" and "Spied a new Longhorn company at HEB this week. Shoutout to @Waterboy and Mike Xhaxho." Fund details: - Description: Serata Capital Partners ("SCP") is a middle-market private equity firm based in Austin, Texas with a mission to create partnerships that build real, lasting value for business owners, employees, and investors. We seek to partner with companies across the broader B2B services and consumer products spaces with $4-15MM of EBITDA and a true willingness to strategically partner toward growth, as exhibited by operational continuity and heavy rollover investment. SCP drives value through its substantial network of operating and advisory partners, experience in process and systems improvement within given industries, and ability to concentrate on only a select number of investments at any given time. - Website: https://www.seratacapital.com/ - Location: Austin, Texas, United States - Lead qualification: Research: - Query: =Serata Capital Partners Drew Bagot recent investments fund thesis - Answer: Drew Bagot is the founder and managing partner of Serata Capital Partners, focusing on middle-market private equity investments in business services and consumer products. Serata Capital Partners targets companies with $7-35MM EBITDA. Bagot has over 20 years of private equity experience.