Established Investment Track Record Union Capital Associates has over 50 years of experience investing in founder-led and family-owned businesses, demonstrating a deep understanding of succession planning, operational growth, and value creation within this niche market.

Active Portfolio Expansion Recent acquisitions, including Bakery Barn and Albie's Foods, highlight the firm's ongoing efforts to expand its portfolio in the food and nutrition sectors, presenting opportunities to offer specialized financial services or strategic consulting.

Significant Financial Milestone The closing of a $309 million Fund III indicates strong fundraising capabilities and a growing capacity to finance middle-market companies, making the firm a potential partner for financial products tailored to sizable private equity deals.

Focus on High-Potential Companies The firm targets companies with revenues between $20 million and $200 million, offering opportunities to introduce growth capital, operational improvement services, or executive recruitment solutions to support their expansion strategies.

Experienced Leadership Team With a team that pairs seasoned investment professionals and high-performing executives from previous portfolio companies, opportunities exist for executive search firms, management consulting, and leadership development providers to collaborate on portfolio company growth.