20 Huling Ave, Suite 102 • Memphis, TN 38103 USA • 901.464.4850 • partners@walnutgrove.com
Lower middle market 2024 PE fund GAV $167M 8 PE funds of 8, latest vintage 2023 1 investment professional last event Jul 30, 2026
Waratah Capital Advisors manages assets from high-net-worth individuals, family offices, foundations, bank platforms, and pension funds.
Stated: Building products
Industries: Manufacturing (stated)
Lower middle market 2024 PE fund GAV $65.2M 4 PE funds of 4, latest vintage 2024 8 investment professionals last event Dec 3, 2014
Warren Capital Group in Charleston, SC offers expert wealth management services to help you grow and protect your financial future.
Stated: Software
Industries: Software (stated)
unsized 2024 PE fund GAV not reported 10 PE funds of 10, latest vintage 2022 1 investment professional last event May 11, 2026
••• Locked
Stated: EV $20.0M to $500M · Infrastructure, Transportation and logistics, Environmental services
Industries: Industrial services (4 companies) · Business services (2 companies) · Transportation and logistics (stated)
Upper middle market 2024 PE fund GAV $6.3B 42 PE funds of 44, latest vintage 2025 32 investment professionals last event Sep 15, 2026
••• Locked
Stated: EBITDA $2.0M to $10.0M · control or minority · Business services, Healthcare, Technology, Manufacturing and 1 more
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Lower middle market 2024 PE fund GAV $370M 3 PE funds of 3, latest vintage 2010 investment professionals not tracked last event Feb 14, 2012
Middle market 2024 PE fund GAV $2.1B 5 PE funds of 5, latest vintage 2022 1 investment professional last event Aug 10, 2026
Industries: Consumer products and retail (1 company) · Consumer services (1 company)
unsized 2024 PE fund GAV not reported 11 PE funds of 12, latest vintage 2016 1 platform 4 investment professionals last event Sep 1, 2026
Lower middle market 2024 PE fund GAV $32.0M 1 PE fund of 1, latest vintage 2021 investment professionals not tracked last event Nov 30, 2021
••• Locked
Stated: Energy, Education, Infrastructure
Industries: Energy, utilities and infrastructure (stated) · Education (stated)
Middle market 2024 PE fund GAV $4.0B 16 PE funds of 16, latest vintage 2024 investment professionals not tracked last event Mar 29, 2026
Lower middle market 2024 PE fund GAV $826M 1 PE fund of 1, latest vintage 2023 1 investment professional last event Jul 10, 2024
••• Locked
Industries: Industrial services (1 company)
Lower middle market 2024 PE fund GAV $874M 2 PE funds of 3, latest vintage 2016 2 investment professionals last event Sep 16, 2026
Lower middle market 2024 PE fund GAV $35.2M 1 PE fund of 2, latest vintage 2021 1 investment professional last event Jul 2, 2021
••• Locked
Stated: Software, Transportation and logistics, Technology, Food and beverage and 2 more
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Lower middle market 2024 PE fund GAV $350M 14 PE funds of 18, latest vintage 2024 investment professionals not tracked last event Jul 23, 2026
••• Locked
Stated: EBITDA $5.0M to $25.0M
Industries: Healthcare services (1 company) · Life sciences (1 company)
Lower middle market 2024 PE fund GAV $154M 8 PE funds of 9, latest vintage 2009 7 investment professionals last event Mar 20, 2026
••• Locked
unsized 2024 PE fund GAV not reported 0 PE funds of 0 1 investment professional last event Mar 31, 2026
••• Locked
Stated: Environmental services
Industries: Industrial services (stated)
Upper middle market 2024 PE fund GAV $9.9B 60 PE funds of 63, latest vintage 2025 1 investment professional last event Aug 19, 2026
••• Locked
Stated: Healthcare, Technology
Industries: Healthcare services (2 companies) · Software (1 company) · Life sciences (1 company)
unsized 2024 PE fund GAV not reported 5 PE funds of 5 43 investment professionals last event Sep 1, 2026
••• Locked
Lower middle market 2024 PE fund GAV $145M 2 PE funds of 2, latest vintage 2021 3 investment professionals last event Nov 15, 2021
Lower middle market 2024 PE fund GAV $27.2M 1 PE fund of 1, latest vintage 2021 investment professionals not tracked last event Aug 27, 2021
••• Locked
Lower middle market 2024 PE fund GAV $8.0M 1 PE fund of 2, latest vintage 2023 investment professionals not tracked last event Mar 29, 2023
••• Locked
Lower middle market 2024 PE fund GAV $25.3M 2 PE funds of 2, latest vintage 2021 investment professionals not tracked last event Mar 21, 2022
••• Locked
Lower middle market 2024 PE fund GAV $13.1M 1 PE fund of 2, latest vintage 2025 6 investment professionals last event Sep 9, 2019
Lower middle market 2024 PE fund GAV $296,382 1 PE fund of 1 investment professionals not tracked last event Sep 1, 2026
••• Locked
Stated: equity check $10.0M to $30.0M · minority · Technology, Consumer
Industries: Software (1 company) · Tech-enabled and IT services (1 company) · Hardware and deep tech (1 company)
Lower middle market 2024 PE fund GAV $913M 20 PE funds of 24, latest vintage 2026 2 platforms 18 investment professionals last event Mar 30, 2026
••• Locked
Stated: equity check $10.0M to $30.0M
unsized 2024 PE fund GAV not reported 1 PE fund of 1, latest vintage 2016 investment professionals not tracked last event Sep 1, 2026
Lower middle market 2024 PE fund GAV $710M 79 PE funds of 95, latest vintage 2025 investment professionals not tracked last event Mar 26, 2026
Stated: Energy
Industries: Energy, utilities and infrastructure (stated)
Lower middle market 2024 PE fund GAV $244M 1 PE fund of 1, latest vintage 2024 1 investment professional last event Dec 10, 2019
Lower middle market 2024 PE fund GAV $87.5M 1 PE fund of 2, latest vintage 2021 investment professionals not tracked last event Mar 25, 2022
••• Locked
unsized 2024 PE fund GAV not reported 1 PE fund of 1 4 investment professionals last event Mar 15, 2012
unsized 2024 PE fund GAV not reported 1 PE fund of 1, latest vintage 2013 investment professionals not tracked last event Sep 1, 2026
••• Locked
Stated: Manufacturing
Industries: Manufacturing (stated)
Lower middle market 2024 PE fund GAV not reported 3 PE funds of 4, latest vintage 2018 7 investment professionals last event Mar 27, 2026
••• Locked
Lower middle market 2024 PE fund GAV $210M 12 PE funds of 12, latest vintage 2015 investment professionals not tracked last event Mar 31, 2026
Lower middle market 2024 PE fund GAV $683M 1 PE fund of 1 4 investment professionals last event Aug 30, 2019
Stated: Energy, Environmental services
Industries: Industrial services (stated) · Energy, utilities and infrastructure (stated)
Lower middle market 2024 PE fund GAV $65.0M 1 PE fund of 1, latest vintage 2017 investment professionals not tracked last event Feb 20, 2018
••• Locked
unsized 2024 PE fund GAV not reported 4 PE funds of 7, latest vintage 2014 2 investment professionals last event Sep 1, 2026
••• Locked
Lower middle market 2024 PE fund GAV $107M 6 PE funds of 6, latest vintage 2024 2 investment professionals last event Jan 26, 2022
••• Locked
Stated: revenue up to $5.0M · equity check $5.0M+ · Technology, Software
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Middle market 2024 PE fund GAV $1.1B 17 PE funds of 20, latest vintage 2023 1 investment professional last event Mar 30, 2012
••• Locked
Stated: revenue up to $5.0M
unsized 2024 PE fund GAV not reported 4 PE funds of 4 investment professionals not tracked last event Sep 1, 2026
••• Locked
Stated: majority · Software, Building products
Industries: Software (stated) · Manufacturing (stated)
unsized 2024 PE fund GAV not reported 0 PE funds of 4, latest vintage 2023 10 investment professionals last event Sep 9, 2026
••• Locked
Stated: Healthcare
Industries: Software (3 companies) · Healthcare services (stated) · Life sciences (stated)
Upper middle market 2024 PE fund GAV $9.9B 5 PE funds of 6, latest vintage 2024 2 investment professionals last event Feb 14, 2012
••• Locked
Upper middle market 2024 PE fund GAV $6.0B 51 PE funds of 61, latest vintage 2025 5 investment professionals last event Mar 31, 2026
unsized 2024 PE fund GAV not reported 1 PE fund of 1 investment professionals not tracked last event Sep 1, 2026
Lower middle market 2024 PE fund GAV $22.6M 4 PE funds of 4, latest vintage 2017 2 investment professionals last event Sep 1, 2026
Lower middle market 2024 PE fund GAV not reported 1 PE fund of 1, latest vintage 2017 1 investment professional last event Sep 1, 2026
••• Locked
Stated: Environmental services, Real estate
Industries: Industrial services (stated) · Real estate (stated)
unsized 2024 PE fund GAV not reported 1 PE fund of 8, latest vintage 2023 14 investment professionals last event Mar 23, 2012
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Buyout firm · probable Industries: Software (1 company) · Tech-enabled and IT services (1 company) · Hardware and deep tech (1 company)
Lower middle market 2024 PE fund GAV not reported 3 PE funds of 3 2 investment professionals last event Sep 1, 2026
••• Locked
Stated: EBITDA $1.5M to $7.0M · revenue $8.0M to $100M · Manufacturing, Distribution
Industries: Industrial services (1 company) · Manufacturing (stated) · Distribution (stated)
unsized 2024 PE fund GAV not reported 1 PE fund of 1 3 investment professionals last event Sep 1, 2026
••• Locked
Stated: EBITDA $5.0M to $25.0M · revenue $20.0M to $500M · Business services, Manufacturing, Consumer
Industries: Business services (stated) · Manufacturing (stated) · Consumer products and retail (stated)
Lower middle market 2024 PE fund GAV $374M 9 PE funds of 9, latest vintage 2024 4 investment professionals last event Mar 31, 2026
Lower middle market 2024 PE fund GAV $70.3M 1 PE fund of 1, latest vintage 2023 4 investment professionals last event Mar 22, 2023
••• Locked
Lower middle market 2024 PE fund GAV $31.9M 1 PE fund of 1, latest vintage 2019 3 investment professionals last event Apr 20, 2020