Circle Peak Capital makes significant investments in private companies in the U.S. with an emphasis on private, family companies whose brands exhibit high growth potential. Circle Peak invests in firms with established or emerging brands in luxury, retail and accessories and apparel, consumer packaged goods, health & wellness, beauty, household products, restaurants and asset management. Circle Peak supports owner-operators as our partners in the development of world-class brands with distinctive products and competitive advantage in a global marketplace, and seeks to create significant long-term wealth for our investors and management teams. Circle Peak was established in 2002 by R. Adam Smith, a veteran of private investing and M&A activity in consumer-related transactions. By leveraging the firm’s deep industry expertise and exclusive network of operating executives, our partnership strategy empowers management to enter new markets, pursue new opportunities, and grow sustainable businesses. Circle Peak investments typically involve the following characteristics:
- Founders or management seeking a strategic partner to build businesses through organic growth and acquisitions;
- A defensible, market leading company that requires up to $100 million in equity commitments;
- A talented and committed team of operating executives who retain meaningful levels of equity alongside Circle Peak and its capital partners.
Circle Peak believes a collaborative partnership with management encourages owner-operator alignment and enables outsized and sustainable value creation. As a result, the firm seeks to provide its affiliates with a flexible operating and financial environment that allows management to approach corporate challenges and opportunities in a measured and deliberate fashion. CPC also supports and augments existing management teams with third-party operators from CPC’s own executive network.
In 2007, Circle Peak Capital won M&A Advisor’s “Middle Market Financing Provider of the Year”, while its acquisition (involving a CPC-led equity consortium) of Luxury Optical Holdings Co. won the 5th Annual M&A Advisor Award “Retailing Deal of the Year.”