Clarion Capital Partners
Clarion Capital Partners is an investment firm specializing in lower middle market growth opportunities, providing hands-on operational oversight and expertise across five targeted industries. The firm is located in New York and has a flexible investment approach, recognized for its collaborative culture and consistent strategy.
Founders
Clarion Capital Partners was established with the vision of providing hands-on operational oversight and industry insights. The company has built a reputation for its focused investment strategies since its founding. Although the specific founders' names are not mentioned, the leadership under the current president and CIO, Robert J. Klein, stands out, particularly for the Clarion Structured Credit division.
Investment Focus
Clarion Capital Partners focuses exclusively on lower middle market growth opportunities. This includes investing $15 to $75 million of equity in businesses with more than $7.5 million of EBITDA. The company's flexible investment approach includes private equity, debt, and broader capital markets. Clarion can act as either a minority or majority investor, making it adaptable to various investment scenarios.
Target Industries
Clarion Capital Partners specializes in five targeted industries: Business Services, Healthcare Services, Media, Entertainment & Technology, Consumer, and Specialty Financial Services. This specialized focus allows Clarion to leverage deep industry expertise and hands-on operational oversight, providing value beyond financial investments.
Clarion Structured Credit
Clarion Structured Credit, led by Robert J. Klein as President and CIO, invests in CLO securities, focusing on both CLO equity and CLO mezzanine. Additionally, this division invests in warehouse equity. The team has significant relationships with CLO collateral managers, underwriters, and trading desks, enhancing their investment capabilities in structured credit markets.
Significant Investments
Clarion Capital Partners has made notable investments, including its strategic investment in Narrative Strategies, LLC, and Ready Credit Corporation, which includes its subsidiary, Reverse ATM, LLC. The firm also offers professional administration for custodial accounts and cost containment services through Ametros Financial Corporation. Other notable investments include AML RightSource, Madison Logic, Lenox Corporation, Ad.net, Premiere Digital, IMAX Corporation, and Cross Mediaworks.
Recognition and Rankings
Clarion Capital Partners has been recognized as a 2024 Top 50 PE Firm in the Middle Market by GCI Publishing. Additionally, the firm closed its fourth fund, Clarion Investors IV, L.P., with $677 million in total capital commitments. Furthermore, it was ranked second on the HEC Paris Business School-Dow Jones Small-Cap Buyout Performance Ranking, showcasing its successful investment strategy and performance.