PE/VC  H. Katz Capital Group

http://www.katzgroup.com





     Office Locations:

Southampton Office Park
928 Jaymor Road, Suite A-100
Southampton, PA 18966-3823
Phone: 215-364-0400
Fax: 215-364-5025

 

Stages:

  • Early
  • Expansion
  • Growth
  • Middle Market


 

Industries:

  • Consumer Products & Services
  • Financial Services
  • Life Sciences & Healthcare
  • Media & Digital Media
  • Real Estate & Construction
  • Retail & Restaurant
  • Sports & Entertainment

  •  

    Description:

    Founded in 1996, H. Katz Capital Group is a $100,000,000 acquisition/venture capital firm formed by entrepreneur Harold Katz, to acquire businesses and provide funding to a wide range of companies. The firm's primary goal is to respond quickly to opportunities by providing investment leadership, management support and creative financial structuring. H. Katz Capital Group has specialized interests in the consumer service industry and franchising companies. The Group does not limit its investments to particular industries or to geographic locations, however, industries of preference include: Consumer Services, Food, Franchising, Healthcare, Insurance, Media, and Financial Services. Investments are made in businesses at various stages of development, including buyouts and situations that require reorganization. The firm will invest up to $150 million in a target company.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Brian J. Siegel Managing Director
    David A. Katz Executive Vice President and Secretary
    Harold Katz Chairman of the Board

     

    Portfolio companies include:


      Alexan Pier Park
        web link


      Canopy Apartments
        web link


      Circle West Campus
        web link


      Interstock Acquisition
        web link


      JAGS Realty Associates
        web link


      John's Incredible Pizza
        web link


      Metropolitan Management Communities
        web link


      Nutri/Systems
        web link


      Six Forks Station
        web link


      Sixers Camp
        web link


      Soleil at Ponte Vedra
        web link


      The Addison
        web link


      The Carlton at Greenbrier
        web link


      The Domain at Town Centre
        web link


      The Grenville Homes Group UK
        web link


      The Links at Windsor Parke
        web link


      The Rock Wood-fired Pizza & Spirits
        web link


      The Solid Wood Cabinet Company
        web link


      Top Hat Realty Partners
        web link


      United Valley Bank
        web link


      University Suites
        web link


      Walgreens
        web link


     

    Recent News: