Sam Levine is an experienced private equity investor who spent 25 years investing in middle market companies. Prior to forming his family office, Sam was the Head of Private Equity at Roundtable Investment Partners. Sam's private equity experience also includes his role as Head of Private Capital at Blue Mountain Capital and Co-Head of Private Equity at Eos Partners. Sam has led private equity investments in dozens of successful private companies and served on numerous Boards. His industry experience includes business services, industrial services, health care services, transportation and logistics, finance companies, consumer and petcare. He is happily married, lives in New York City with three kids and is very involved in many charities as well as the University of Michigan.
Bagnols focuses on investing in privately held companies with strong growth prospects. There is a particular emphasis on identifying companies with opportunities to consolidate their industry through accretive tuck in acquisitions. Financial criteria include companies with $10-$30 million of ebitda and successful business models which generate high returns on capital.
Bagnols seeks out privately held company where the existing founder and management want to retain substantial ownership in the business because of their bullish outlook. Bagnols is flexible on deal structure and is comfortable doing minority growth equity investments as well as traditional control buyouts. Bagnols has long term, patient family office capital and is able to hold its investments longer than many private equity funds. There is a preference to hold winners longer and allow the capital to compound on a tax deferred basis in order to maximize higher multiples on invested capital over many years.
$10-$100 million of equity per deal.
$25-$50 million of equity is the most frequent investment size.
Gcom Software-Gcom is a provider of software solutions to State and local government Customers. www.gcomsoft.com
Voyager Global Mobility-One of North America's largest providers of cars to customers for Uber, Lyft, Didi and other mobility leaders. www.joinbuggy.com
Terravet Real Estate-Terravet is an owner and operator of veterinarian hospital real estate. (www.terravetrealestate.com
We focus on companies generating strong organic growth of 10% per year or more. We also seek to enhance organic growth with active strategic acquisitions.