MSOUTH EQUITY PARTNERS, LLC other names

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Adviser Profile

As of Date:

06/14/2024

Adviser Type:

- Large advisory firm

Number of Employees:

20 -9.09%

of those in investment advisory functions:

15 -6.25%

Registration:

SEC, Approved, 3/30/2012

AUM:

1,562,841,879 12.73%

of that, discretionary:

1,562,841,879 12.73%

Private Fund GAV:

1,406,332,256 33.06%

Avg Account Size:

520,947,293 12.73%

SMA’s:

NO

Private Funds:

3

Contact Info

404 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 895M 597M 298M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

AZN Capital Corp.
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

MSouth Capital to Bring Debt Financing and Minority Equity Capital to Middle Market Companies in the South
03/30/2021

MSouth Equity Partners IV, L.P. ("MSouth Fund IV") has formed MSouth Capital as a provider of private credit and minority equity financing solutions, to meet the needs of companies in the South ...

benzinga.com

MSouth Capital to Bring Debt Financing and Minority Equity Capital to Middle Market Companies in the South
03/30/2021

ATLANTA--(BUSINESS WIRE)--MSouth Equity Partners IV, L.P. ("MSouth Fund IV") has formed MSouth Capital as a provider of private credit and minority equity financing solutions, to meet the needs of ...

businesswire.com

MSouth Capital to Bring Debt Financing and Minority Equity Capital to Middle Market Companies in the South
03/30/2021

MSouth Equity Partners IV, L.P. ("MSouth Fund IV") has formed MSouth Capital as a provider of private credit and minority equity financing solutions, to meet the needs of companies in the South ...

Morningstar

MSouth Capital to Bring Debt Financing and Minority Equity Capital to Middle Market Companies in the South
03/30/2021

MSouth Equity Partners IV, L.P. ("MSouth Fund IV") has formed MSouth Capital as a provider of private credit and minority equity financing solutions, to meet the needs of companies in the South ...

Yahoo Finance

MSouth Capital to Bring Debt Financing and Minority Equity Capital to Middle Market Companies in the South
03/30/2021

MSouth Equity Partners IV, L.P. ("MSouth Fund IV") has formed MSouth Capital as a provider of private credit and minority equity financing solutions, to meet the needs of companies in the South that have a desire to pursue recapitalizations, acquisitions ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 3 $1,406,332,256

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Private Funds



Employees




Brochure Summary

Overview

MEP was formed under the laws of the State of Delaware in May of 2006. Founded in 2007, MEP is a successor to Cravey, Green & Wahlen, Inc. which was founded in 1984. MEP is owned by its executives (and/or their respective estate planning vehicles), and an unaffiliated institutional investor, none of which own greater than 25% of the Company. MEP provides investment management services and investment advice to MSouth Equity Partners II, L.P., and MSouth Equity Partners III, L.P., and MSouth Equity Partners IV, L.P. (the “Funds”) through entities controlled by or under common control with MEP which serve as the general partners of the Funds (together, the “MEP Affiliates”). The Funds are private investment vehicles organized to make private equity investments in lower middle market companies located primarily in the Southern United States (the “South”). MEP generally considers the South to be comprised of Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Maryland, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, Virginia and West Virginia. Investment management services and investment advice are provided directly to each Fund and not individually to the investors of the Funds. MEP manages the assets of each Fund in accordance with the terms of the governing documents (and other related documents) applicable to each Fund (the “Fund Documents”). The Company’s strategy for the Funds generally is to acquire controlling interests in management buyouts of lower middle market companies in the South. MEP expects to invest primarily in business services, healthcare services, media & telecom, specialty distribution and niche manufacturing companies whose strategies permit
growth rates above those of their respective underlying industries. MEP primarily targets businesses that have sustainable and leverageable cash flows, readily understandable business models and a defendable product, service or market position. The businesses are often in mature industries that MEP believes possess unrealized growth opportunities. In addition to investing in established companies, MSouth will continue to evaluate, in partnership with experienced management, opportunities to build companies starting initially with a small business that can be grown through add-on acquisitions as well as organic growth over the investment's holding period. MEP originates and recommends investment opportunities for the Funds, identifies, structures, monitors and evaluates portfolio investments, recommends the manner and timing of dispositions of portfolio investments and provides such other services (including certain administrative services, such as periodic reporting, performed in connection with the operation of the Funds) related thereto as are set forth in the Fund Documents. The Funds are structured as limited partnerships. Limited partnership interests in the Funds are not registered under the Securities Act of 1933, as amended (the “Securities Act”), and the Funds are not registered under the Investment Company Act of 1940, as amended (the “Investment Company Act”). Accordingly, limited partnership interests in the Funds are offered and sold exclusively to investors satisfying applicable eligibility and suitability requirements in private transactions within the United States. The Funds have regulatory assets under management of approximately $1.563 billion as of December 31, 2023.