Caymus Equity Partners Review: Atlanta Private Equity Investment Focus, Portfolio

In-depth review of Caymus Equity Partners: their lower middle market investment thesis, portfolio companies, typical deal sizes, and how to prepare for investment.

Key Takeaways

  • •Focus on Business Services, Healthcare, Industrial companies
  • •Investment range: $10M-$50M in equity
  • •Based in Atlanta, GA and New York since 2001
  • •EBITDA target: $2M-$12M
  • •Invests in founder-led profitable companies

Portfolio Companies & Investment Activity

Caymus Equity Partners (founded 2001, Atlanta/NY) has made numerous investments in lower middle market companies across business services, healthcare, and industrial sectors.

Current portfolio companies include: Seneca Resources (IT staffing and consulting); PlanIT Group (hospitality staffing); Commonwealth Blinds & Shades (acquired by Valley Lighting in 2026); Richmond Traffic Control (roadway safety); Forthright Environmental (environmental services); TriplePoint MEP; Moeris; Catalis Dental Lab Partners.

The firm targets profitable companies with $2M-$12M EBITDA seeking a value-added partner for growth. Caymus was named to Inc. Magazine's 2024 list of Founder-Friendly Investors.

What Caymus Looks For

Caymus Equity Partners focuses on profitable lower middle market companies with significant growth potential across business and professional services. Founded in 2001 with offices in Atlanta and New York, the firm seeks control transactions with founder-led companies, prioritizing companies with quality management teams of high integrity and market leadership positions.

  • Proven profitability — Companies with demonstrated EBITDA of $2-12 million
  • Growth potential — Significant upside potential where owners seek a value-added partner
  • Strong management — Management teams with high integrity and operational expertise
  • Market leadership — Companies that are market leaders with quality positioning
  • Recurring revenue — Business models with predictable revenue streams

Pro Tip

Caymus is known for partnering closely with management teams. If you're a founder seeking not just capital but an operational partner to help scale your business, Caymus may be an excellent fit. They value cultural alignment and shared vision.

How to Connect With Caymus Equity

Approaching Caymus Equity Partners requires demonstrating your company's proven track record:

  • Demonstrate Profitability — Show consistent EBITDA of $2-12 million. Caymus targets profitable companies, so be prepared to show 3+ years of financial performance.
  • Highlight Growth Trajectory — Demonstrate clear pathways to growth. Caymus looks for companies with significant upside potential ready for next-level scaling.
  • Showcase Management Depth — Present your management team and their track record. Caymus partners with high-integrity teams and values operational expertise.
  • Leverage Industry Networks — Many deals come through industry advisors, accountants, or attorneys with relationships at Caymus. Build connections in your industry.

Financial Preparation for Caymus

PE firms like Caymus expect detailed financial information. Being prepared with professional financials demonstrates maturity and makes your company stand out:

  • Financial Metrics: 3-year historical P&L and cash flow, EBITDA calculations and adjustments, revenue by customer/segment, working capital analysis
  • Operational Data: Customer concentration analysis, employee headcount and costs, key vendor relationships, growth metrics and trends

How Eagle Rock Helps

We help lower middle market companies prepare for PE investment by building detailed financial models, operational dashboards, and profitability analysis. Our fractional CFO services ensure your company is ready for due diligence from firms like Caymus.

Pro Tip

Prepare detailed financial projections and operational metrics before initial meetings.

Frequently Asked Questions

What industries does Caymus focus on?

Caymus primarily invests in Industrial, Retail, Technology. The firm seeks companies with strong market positions and clear growth trajectories.

What size companies does Caymus acquire?

Caymus typically invests $25M-$100M in equity, targeting companies with enterprise values in the lower to middle market range.

What is Caymus's typical investment size?

The firm's equity investments generally range from $25M-$100M, positioning them as active investors who can provide meaningful capital for growth.

How long does Caymus's due diligence process take?

Due diligence timelines vary by deal complexity, but Caymus typically conducts thorough financial, operational, and market due diligence over several weeks to months.

What should I prepare before engaging with Caymus?

Prepare three years of audited financials, detailed market analysis, management team bios, growth plans, and a clear vision for how the partnership would create value.

How does Caymus work with portfolio companies?

Caymus takes a partnership approach, working closely with management teams on strategic initiatives, acquisitions, and operational improvements.

Ready to Connect With Caymus Equity Partners?

Prepare your business for private equity investment with expert financial guidance. Our fractional CFO team helps you build the financial infrastructure PE firms expect.

Learn More

This article is part of our Private equity firms | Eagle Rock CFO guide.