FI  Copper Beech Capital

https://www.cbcap.com/





     Office Locations:

Churchill Tower
12400 Coit Rd. #800
Dallas, TX 75251
Phone: 214-751-8200

 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Financial Services
  • Manufacturing & Industrial
  • Real Estate & Construction
  • Transportation & Distribution

  •  

    Description:

    Copper Beech Capital is a Dallas-based single family office that selectively invests in real estate, operating businesses, private equity funds, hedge funds, liquid securities, and private debt alongside best-in-class partners. For Private Equity, the firm's investment size starts at $2M.



    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.
    Clay Yeldell
    Michael Pruneau
    Traci Collum CFO

     

    Portfolio companies include:

     

    Recent News: