FI  Simon Equity Partners

http://www.simonequity.com





     Office Locations:

101 Mission Street, Suite 1115
San Francisco, CA 94105
Phone: 415-856-0569
Fax: 415-856-0558

 

Stages:

  • Early


 

Industries:

  • Consumer Products & Services
  • Financial Services
  • Retail & Restaurant
  • Software & Internet
  • Sports & Entertainment

  •  

    Description:

    Simon Equity Partners is the private investment arm of the Simon family, founders of Simon Property Group (NYSE: SPG), the largest publicly-traded real estate company in the United States. Based in San Francisco, Simon typically seeks to make growth investments in profitable, high-margin consumer companies with revenues ranging between $5 million and $20 million. The firm's target transaction size with these companies is typically $2 million--$10 million. Simon Equity works closely with entrepreneurs who are passionate about helping evolve the consumer experience by leveraging the Simon family's retail, food service, hospitality and real estate expertise. Industry segments Simon has invested in include: Apparel, Food and Beverage, Health and Wellness, Home Care, Hospitality, Beauty & Personal Care, Specialty Retail, Restaurants & Food Service, and Sustainability.



    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 or Silicon Valley Database subscription.
    Jonathan Rosenbaum Managing Director
    Marshall Milliken Associate
    Stephen Simon Co-Founder and Managing Partner
    Todd Steele Operating Partner

     

    Recent Funding Events (trailing 12 months):


      Date


      Name


      State


      Amount


      Stage


      08/31/2017


      VideoAmp


      CA


      $21,400,000


      Series B


     

    Portfolio companies include:


      Filson
        web link


      Guideboat Company
        web link


      Icu
        web link


      Lole
        web link


      Paradox
        web link


      Pressed Juicery
        web link


      Qor
        web link


      Quri
        web link


      Range Me
        web link


      Reno Aces
        web link


      Seavis
        web link


      Shinola Detroit
        web link


      Solage Calistoga
        web link


      Terravia
        web link


      VideoAmp
        web link


      Wise Sons
        web link


      Yes To
        web link


     

    Recent News:


      There is no recent news for Simon Equity Partners.