Pontalba Capital is a private investment firm focused on the tech-enabled business, healthcare and financial services-related sectors of the lower middle market. Pontalba partners with entrepreneurs, providing equity capital, expertise and resources to actively and constructively grow each business over the long term, without the limited time horizon of traditional private equity. This sustainable approach results in not only optimal financial returns to investors but also positive impacts on the companies' industries and communities.  With almost 20 years of investment experience, we have acquired or invested in large and small companies, through acquisitions and growth equity investments, and have a track record of forging healthy collaboration with management to drive significant equity value creation. Current investments include USFGIS, University Properties, and Rubicon.

Investment Approach
A Consistent, Differentiated Approach
  • Experience – Investment judgment and financial expertise from over 20+ years growing lower middle market businesses.
  • Seasoned partnership approach – Constructive support tailored to management’s needs. Focus on strategy, growth acceleration, infrastructure building, professionalization.
  • Substantial personal investment in every deal.
  • Long term horizon – We have no obligations as to when to exit.
  • Management equity participation – We believe in rewarding management through an incentive plan aligned with our own interests.
Investment Criteria
  • EBITDA of $2-10 million
  • Emphasis on growth-oriented, scalable services businesses
  • Capability to invest in international businesses
Sectors:
  • Technology-enabled business services
  • Healthcare-related services
  • Test/measurement and logistics services
  • Marketing, communications and information service
  • Select financial services
Transaction Types
  • Acquisitions
  • Growth equity
  • Recapitalizations

We believe in socially responsible investing, and we take into account environmental, social, and governance considerations in our evaluation of every investment opportunity

FOUNDER

Stephan Oppenheimer

Managing Partner

917.913.3320

stephan@pontalbacapital.com

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Stephan Oppenheimer is the Managing Partner of Pontalba Capital. With over 20 years of private equity experience, he has a track record of success and consistency in partnering with management teams to grow their businesses.

Prior to founding Pontalba, Mr. Oppenheimer was a Partner with Moelis Capital Partners, where he focused on middle market buyouts and growth equity investments and oversaw the business services and media & telecom practices. Prior to joining Moelis Capital, he spent ten years with CCMP Capital (fka JPMorgan Partners) in New York and London, where he led investments in the U.S. and internationally. He currently serves on the board of directors of USFGIS, a leading provider of inspection and supply chain logistics services, and has served on the boards or has been significantly involved in numerous companies including AMC Entertainment, Grupo Corporativo Ono, MidCap Financial, Kraton Polymers, Lightship Telecom, Tripoint Communications, and others. He is proficient in French, and has lived and worked in New York, Paris and London, and participated in over 30 private equity investments, including in the U.S., Spain, Romania, the Czech Republic, Germany, Chile and others.

Mr. Oppenheimer serves on the board of ParentChild+, is acting CFO of an early stage health care company focused on Ghana and Burkina Faso in western Africa, and has also been on the boards of or involved in several other non-profit organizations including Youth I.N.C. and City Harvest. He received a B.S. in Electrical Engineering from the University of Virginia and an M.B.A. from The Darden Graduate School of Business at the University of Virginia.

Contact
Pontalba Capital
Stephan Oppenheimer
Managing Partner
433 Broadway
New York, NY 10013
917-913-3320
stephan@pontalbacapital.com