Satori Capital

Satori Capital is a Dallas-based multi-strategy investment firm with a distinct focus on conscious capitalism, aiming to generate sustainable long-term value. While the firm operates across various strategies, its private equity arm is particularly known for partnering with companies that exhibit strong cultures and attractive growth prospects. Satori differentiates itself by seeking alignment with its portfolio companies' values, fostering a collaborative approach to growth rather than a purely transactional one.

The firm's private equity strategy primarily targets control or significant minority investments in established, profitable businesses. They typically look for companies with an EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) ranging from $5 million to $25 million. Satori's investment philosophy emphasizes long-term value creation through operational improvements, strategic initiatives, and a commitment to stakeholders, including employees, customers, and communities. This approach aligns with their "conscious capitalism" ethos, aiming for both financial returns and positive societal impact.

Satori Capital's typical equity investment for its private equity deals ranges from $25 million to $75 million. This positions them firmly within the lower-middle market private equity space, rather than traditional early-stage venture capital. They have a flexible approach to sectors but have shown particular interest in areas such as business services, consumer products, health & wellness, and technology-enabled services. Their investment horizon is often longer than typical private equity funds, reflecting their patient capital approach and commitment to fostering enduring growth. The firm's commitment to aligning with "conscious capitalism" principles means they seek out businesses that prioritize purpose alongside profit.