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Growth Equity

Insignia Capital Group

Insignia Capital Group takes minority stakes in growing companies, usually without full control, from United States. It states a focus on consumer & retail and business & professional services.

Capital raised$835macross 6 SEC-filed vehicles
Most recent fund2025filing since 2013
HeadquartersUnited States
Stated fund size$7B+

Stated investment criteria

What Insignia Capital Group says it buys

Read from Insignia Capital Group’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.

Minimum revenue it states$20m1
Minimum EBITDA it states$5m1
Transaction typesCarve-out, Management buyout, Platform1
People listed on its team page132

A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. Insignia Capital Group states that it will take either a controlling or a minority stake. The team figure counts the people the firm shows on one team page, so it is a floor rather than a headcount: firms that split their team across tabs or load it in pages will read low. Nothing here is a commitment by Insignia Capital Group to consider any particular business, and nothing on this page is represented as being for sale.

SEC filings

What Insignia Capital Group has raised

From this firm's own Form D filings. A fund files one within fifteen days of its first sale, under penalty of perjury, which makes these the hardest numbers on the page.

Vehicles filed6
Total capital raised$835m
Largest single vehicle$269m
Filing history2013 to 2025
Smallest accepted commitmentNone stated
Filed fromCALIFORNIA

Form D covers US-domiciled vehicles raised from accredited investors. It will not capture a fund raised outside the United States, separately managed accounts, or capital deployed off balance sheet, so treat these as a floor rather than a total.

Regulatory record

How Insignia Capital Group is registered

From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.

Adviser statusSEC registered
Regulatory assets under management$1.3bn
Employees16
Private funds advised6 · $1.3bn gross
SEC adviser numberCRD 169772

Portfolio

Disclosed holdings

Companies Insignia Capital Group lists on its own website. 12 carry a stated investment year.

CompanyInvestedYears heldRecorded transaction
Tillamook Country Smoker20179
WillowTree20188
MediaAlpha20197
Netrush20197
Market Performance Group20215
New Engen20215
Fueled20224
Chocolate Works20233
Dualboot Partners20233
Oxford Road20242
Tidal Financial Group20251
Trooh Media20251
Centurysnacks
Mnghealth
Ontheborderchips
Tcsjerky
Trooh
Willowtreeapps

Compiled from Insignia Capital Group’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.

Recorded transactions

Buying and selling

Deals in which Insignia Capital Group is named as buyer or seller in the transaction archive. 1 recorded exit, most recently in 2020. 1 recorded acquisition.

CompanySideCounterpartyYearConsideration
V OneBoughtVeritone2024$104m
Truco Enterprises LPSoldUtz Brands2020$480m

Compiled from a transaction archive of 10,204 recorded deals. Most private transactions are never disclosed, so this is a sample of a firm’s activity rather than a complete record of it.

Valuation context

Transaction values in Consumer & Retail

What companies have actually sold for in consumer & retail, across 837 recorded transactions.

Median consideration$90m
Middle 50%$25m-$280m
Revenue multiple1.2×
EBITDA multiple8.05×

The full consumer & retail picture - most active acquirers, recent transactions and every investor in the sector.

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Comparable investors

Similar mandates

Other growth equity investors active in consumer & retail.