We partner with owners seeking liquidity through recapitalizations or succession planning.

At KASS Capital, we support business owners by preserving what makes their companies successful—team, brand, and operational independence—while introducing thoughtful improvements over time. Our approach is collaborative, long-term, and growth-focused.

Financial Criteria:

• EBITDA from $2M to 8M (no minimum for add-ons to existing portfolio companies)

• Revenue $1M to $50M

• Consistent historical profitability, not a single strong year

Areas of focus:

We are industrial agnostic, but we love to invest in the following industries:

• Commercial / Business Services

• B2B Distribution

• IT and Managed Services

• Health and Wellness

• Media

Business characteristics:

We love business that have the following elements:

• A management team that wants to stay, or a clear path to replacing an exiting owner

• Recurring or repeat revenue

• Low customer concentration

• Limited exposure to economic cyclicality

• Limited ability to be negatively disrupted by AI

• Business over 5 years old

Situations

We love business that have the following elements:

• Recapitalizations and partial liquidity for founders

• Full exits with succession needs

• Corporate carve-outs and divestitures

• Add-on acquisitions for existing portfolio companies

Geography:

We’re geographically flexible, with partnerships across the U.S., though many originate in the New York City and Tri-State area where we maintain a strong presence.

How we fund and close:
We invest on a deal-by-deal basis alongside a network of family offices, independent sponsors' capital partners, and private credit relationships. We are actively pursuing our first platform investment and have committed interest from 7+ capital partners.

We do not sign an LOI we don't have a funding path for.