Socius Capital

socius capital provides financing to closely-held middle market companies seeking a partner to replace an outgoing equity holder or to fund an acquisition strategy. from offices in denver, tampa and san francisco, socius works with companies throughout the western and southern united states. over the course of extensive careers managing and investing in closely-held address the needs of selling shareholders of closely-held businesses and then becoming the new partner that remaining owner/managers desire and deserve. we work hard to help drive significant increases in equity value for our partners - both remaining owner/managers and our investors. our investment philosophy can best be summarized as follows: back builders of closely-held businesses provide financing (debt and/or equity) and expertise to proven, profitable companies with business plans that have manageable execution risk focus on event-driven transactions, such as partnership disputes, generational transitions, growth thr