Private Investments
Minority Equity and Subordinated Debt
Capital solutions you need by a partner you can trust
UMB Private Investments combines the strength of our dedicated and experienced investment team with the deep resources of UMB Financial Corp. This combination allows UMB Private Investments to be a preferred capital solutions provider of minority equity or subordinated debt to help your business achieve its goals. UMB Private Investments has invested more than $100 million across more than 50 small private businesses to date.
Investment Focus
Providing flexible tailored capital solutions consisting of minority equity or subordinated debt to finance small private businesses for long-term growth.
Structure
Tailored solution of minority equity or subordinated debt
Investment Purpose
Growth capital, acquisitions, recapitalization and ownership transitions
Industry
Manufacturing, Distribution, Business Services, or Consumer Products
Geography
Located in the continental United States
Revenue
$10 million – $100 million
EBITDA
$2 million – $12 million
Investment Size
$2 million – $8 million
Our promise
Custom solutions
Your business is unique, which is why we take the time to listen and learn about your specific vision. Together, we discuss short- and long-term goals and provide flexible solutions tailored to your situation.
Transparency and trust
We build a relationship through direct communication with your team, transparent deal details and a consistent delivery model so you can feel confident from initial deal discussions to closing.
Long-term partner
Our complete set of solutions through specialty financing is complemented by our full-service banking and treasury management offerings. We can meet your needs no matter where you are in your business cycle.
Minority Equity and Subordinated Debt Fact Sheet
If you have a question on how UMB Private Investments can provide a tailored solution for you, contact
one of our team members.
The following are representative investments made by UMB Private Investments, but may not be a complete listing. Additionally, investments may be active holdings or prior investments that have since been exited.
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Entegra Attachments, LLC
December 2024
UMB Capital Corporation (“UMBCC”) is pleased to announce that it has supported the acquisition of B&D Fabricators, LLC (“B&D”) by Entegra Attachments, LLC (“Entegra”). UMBCC invested minority equity and mezzanine debt in the transaction in partnership with B12 Capital Partners, Capital For Business, and First Capital Partners.
Frazier Aviation, Inc.
December 2024
UMB Capital Corporation (“UMBCC”) is pleased to announce that it has joined in Seven Point Equity Partners’ (“Seven Point”) strategic partnership with Frazier Aviation, Inc. (“Frazier”). UMBCC invested minority equity to support the Frazier’s long-term growth strategy.
Kadon Precision Machining
August 2024
UMB Capital Corporation (“UMBCC”) is pleased to announce that it has invested in the recapitalization of Kadon Precision and Aerospace (“Kadon”) to support Kadon’s continued growth. UMBCC invested minority equity and mezzanine debt in the transaction in partnership with Tecum Equity and management..
Carlton Industrial Solutions
August 2024
UMB Capital Corporation (“UMBCC”) is pleased to announce that it has joined in Reynolda Equity Partners’ (“Reynolda”) acquisition of Carlton Industrial Solutions (“Carlton) to support the Company’s continued growth. UMBCC invested minority equity in the transaction in partnership with Reynolda and management.
World Water Works Inc.
July 2024
UMB Capital Corporation (“UMBCC”) is pleased to announce that it has joined Chartwell Investments Entrepreneur & Founder Capital’s (“CHIEF Capital”) significant investment in World Water Works to support the World Waters Works’ continued expansion and innovation initiatives. World Water Works is North America’s leading provider of innovative water and wastewater treatment systems and value added services to municipalities and businesses around the world. UMBCC invested minority equity in the transaction.
Total Access Elevator, LLC
April 2024
UMB Capital Corporation (“UMBCC”) is pleased to announce that it has joined in Century Park Capital Partners’ recapitalization of Total Access Elevator to support the company’s continued growth. UMBCC invested minority equity in the transaction in partnership with Century Park Capital Partners and management.
DJ's Landscape Management
March 2024
UMB Capital Corporation is pleased to announce its recent equity investment in DJ’s Landscape Management to support the company’s continued growth. This investment was made in partnership with MRE Partners and management in a recapitalization of the company.
Royalty Roofing, LLC
September 2023
UMB Capital Corporation is pleased to announce it has supported Six Pillars Partners (“Six Pillars”) with the recapitalization of Royalty Roofing (“Royalty”) and its sister company, Majestic Facility Experts (“Majestic”), (collectively, the “Company”), which will remain under the helm of its Founder and President, Andy Royalty.
Curated Events
July 2023
UMB Capital Corporation (“UMBCC”) is pleased to announce that it has joined in MRE Capital’s acquisition of Curated Events to support the company’s continued growth. Curated Events is a premier events rental company primarily serving the Mid-Atlantic and Southeastern United States. UMBCC invested minority equity in the transaction.
Conco Services, LLC
May 2023
Conco Services LLC (“Conco”), a Rising Point Capital and UMB Capital Corporation (“UMBCC”) portfolio company, has announced the acquisition of Blue Wolf Performance Solutions (“Blue Wolf”) and its subsidiaries from Dorilton Capital Management. Conco will integrate all Blue Wolf subsidiaries into one company that will trade as Conco Services, utilizing the legacy Blue Wolf subsidiary names as branded services.
Race Technologies LLC
May 2023
UMB Capital Corporation (“UMBCC”) is pleased to announce that it has supported Clavis Capital Partners (“Clavis”), and Jaime Trimble, the founder of Race Technologies, LLC ("Race Tech" or the "Company"), in the recapitalization of the Company to support its continued growth.
Matthews Brothers Dredging, LLC
April 2023
UMB Capital Corporation is pleased to announce that it has supported Carr’s Hill Partners recapitalization of Matthews Brothers Dredging, LLC (“MBD”). The recapitalization will support MBD’s ongoing expansion along the Gulf Coast with the continued involvement of MBD’s founders, Shaw and Tom Matthews.
For more information
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Kansas City, MO 64106
