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Private Investments

Minority Equity and Subordinated Debt

    Skyscraper against clouds and blue sky

    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

    SVG

    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.

    SVG

    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.

    SVG

    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.

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    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.

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    Tedd Carew headshot

    Tedd Carew
    Managing Director

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    Nathan Wehrman headshot

    Nathan Wehrman, CFA, CPA
    Vice President

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    Mazin Aqul headshot

    Mazin Aql
    Assistant Vice President

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    Brendan Bishop headshot

    Brendan Bishop
    Senior Associate

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    Jordan Pfannenstiel, CFA
    Senior Associate

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    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.

    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.

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    Frazier Aviation logo

    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.

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    Kadon logo

    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..

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    Carlton logo

    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.

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    World Water Works logo

    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.

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    Total Access elevator logo

    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.

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    DJs Landscape Logo

    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.

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    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.

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    Curated Events logo

    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.

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    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.

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    Race tech logo

    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.

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    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.

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