Schwartz Capital Group invests its permanent capital base opportunistically for the long-term. Our portfolio is comprised of exceptional managers that value partnership and alignment of interests. We focus on multi-generational capital appreciation and invest globally across the public and private markets.
Schwartz Capital Group invests our own capital in operating companies and real estate assets. We target proven, cash flow generating businesses with defensible market positions. Our real estate efforts concentrate on partnering with trusted operators to acquire multi-family and commercial real estate assets. Our lack of outside investors allows us to be nimble, maintain a long-term investment horizon, and be true partners to the management teams and operators we support.
Strand Equity Partners (“SEP”) is an affiliate of Schwartz Capital Group. Strand Equity Partners is a growth equity fund focused on making investments in emerging and dynamic consumer brands. One of SEP’s key tenets is the ability to add value and be flexible when structuring our investment with founders and management. Our goal is to develop an equity solution that makes sense and works for the business. SEP is not looking to take control of your business, we are looking to help you strategically scale and grow it. We have had great success aligning with founders and management teams in non-control positions.
Family Values + Forward Thinking + Long-term Capital
Schwartz Capital Group considers several key tenets and philosophies as fundamental to its success.
Schwartz Capital Group is an entrepreneurial and dynamic investment business. We pride ourselves on innovative thinking and value integrity, effective communication, and continuous improvement. Our founder, Ted Schwartz, also founded APAC Customer Services, now Expert Global Solutions (EGS). He is an award-winning industry pioneer and has over 35 years of experience leading one of the preeminent global outsourced services and solutions businesses in the industry. Schwartz Capital Group is based in Chicago and was founded in 1996.
We are proud to have a lean and dynamic team of professionals. We value hard work, accomplishment, family, and working together to achieve our goals.
We focus on long-term capital appreciation, not short-term returns or volatility. We invest in what we know and understand with managers, founders, teams and operators we trust and respect.
ANALYTICS & INFORMATION
Our operations and finance functions are highly automated to allow us to make well-informed, data-driven decisions. We believe that the more knowledgeable we are as investors, the more effective we are as partners.
Our team follows a deep and thoughtful process when analyzing investments, partners and managers.