Investment Criteria

Family Office Private Equity Capital with Long-term Growth Opportunity

Investment Criteria

Spell Capital Private Equity seeks investment candidates in a wide range of industries. We have a 35+ year track record of approaching transactions with certainty of close on an expeditious basis. The following is a general description of the firm’s criteria:

Company Characteristics

  • History of stable and predictable cash flow of at least $5.0 mm
  • Established track record of successful operations
  • Require control equity position
  • Both United States and International transactions
  • Proven and established management team



  • Manufacturing, service, or distribution business
  • Preference for industry sectors:
    • Plastics
    • Capital equipment manufacturers
    • Niche industrial parts and components
    • Precision metal fabrications
    • Packaging


Structure & Approach

  • Private company buyouts
  • Public to private
  • Corporate divestitures/carve-outs
  • Facilitating family transitions/liquidity
  • Growth capital
  • Flexibility and thinking out of the box mindset


Number of Active Investments
Year Founded
Platform Investments
Billion Assets Under Management

Finders Fee

Our firm pays finders fees to brokers, agents or other intermediaries in cash and/or in equity. The Firm invites inquiries from groups interested in management buy-outs and corporate executives involved in divestiture proceedings.

Please contact us if you have questions about Spell Capital Private Equity, its investments or acquisition criteria.