Clearview Capital

What does Clearview Capital invest in?

Clearview Capital is a private investment firm founded in 1999 that specializes in acquiring and recapitalizing lower-middle-market companies in North America. The firm states that it has completed more than 150 transactions and is headquartered in Stamford, Connecticut, with additional offices in California, North Carolina and Tennessee.

Clearview identifies itself as a private investment firm and discloses Clearview Capital Fund V, an $850 million committed fund, and Clearview Capital Fund IV, a $550 million committed fund.[1]

Clearview states that it makes concentrated investments in a select group of promising businesses and commits time and capital where its expertise is well suited to improving the company. Its value-creation approach includes augmenting management, investing in systems and processes, accelerating organic growth and completing strategic or serial acquisitions.

The firm states that it invests in partnership with management, does not invest in securities that have a preference over management’s direct investment and seeks to preserve operational autonomy for management. Clearview also states that it invests in companies that can at least double, if not triple or more, in value in a three-to-five-year period.[1][2]

Owners evaluating a financial buyer can compare the offer with independent valuation analysis, understand how acquirers approach transactions through Auxo’s buy-side M&A process guide, and consider whether a full or partial sale best fits their objectives.

What should a business owner evaluate before considering a transaction with Clearview Capital?

Clearview’s published criteria point to lower-middle-market businesses with $5-$25 million of EBITDA, profitable growth, a sustainable competitive position and favorable growth prospects. Its stated transaction types include founder transitions, ownership transitions for closely held or family-owned companies, recapitalizations, management buyouts and corporate divestitures.

Owners may wish to clarify the expected ownership horizon, the allocation of consideration between growth capital and seller liquidity, rollover equity and governance rights, the investing fund or affiliated vehicle, leverage, management-retention terms, earn-outs, indemnities, exclusivity and the operating resources or add-on capabilities available for the opportunity. Clearview states that proposals will remain confidential and cites speedy and honest feedback, expeditious closing and prudent leverage among its stated reasons to work with the firm.[2][3][4]

What companies does Clearview Capital target?

Clearview generally targets companies with $5-$25 million of EBITDA, smaller for add-ons, and invests $30-$125 million of equity. It lists a history of profitable growth, a strong sustainable competitive position, management wishing to remain with the business and favorable growth prospects as target characteristics.[3]

Clearview’s official investment categories are business services, consumer, healthcare, manufacturing and specialized distribution.[3]

Clearview states that it specializes in lower-middle-market companies in North America. Its public contact coverage is organized across the West, Southwest and Western Canada; Mid-South, Great Plains, Southeast and Eastern Canada; and the Northeast and Great Lakes.[1][4]

Clearview lists buy-and-build strategies, ownership transitions, growth capital, recapitalizations, management buyouts and corporate divestitures among its uses of capital. Its stated criteria distinguish smaller add-ons from the general $5-$25 million EBITDA target.

Recent public transactions include Clearview’s investment in LJM Group, Capitol Services’ acquisition of Wolz Corporate USA and Capitol Imaging’s acquisition of Outpatient Imaging.[3][5][6][8]

Publicly identified examples include LJM Group, Wolz Corporate USA, UpSwell, Outpatient Imaging, Advantage Behavioral Health and Results Partners. The cited transaction materials identify these companies in connection with an investment, acquisition, recapitalization or sale.[5][6][7][8][9][10]

Clearview Capital Fund V invested in LJM Group in a transaction that closed on May 6, 2026. Clearview Capital Fund IV and Fund V affiliates announced Capitol Services’ acquisition of Wolz Corporate USA on August 12, 2026; the transaction closed earlier in 2026.

Other cited transactions include the sale of UpSwell, which closed on March 26, 2026; Capitol Imaging’s announced acquisition of Outpatient Imaging, which closed on April 15, 2025; the recapitalization of Advantage Behavioral Health, which closed on April 1, 2025; and the sale of Results Partners, which closed on May 30, 2025.[5][6][7][8][9][10]

What is not clear from Clearview Capital's public investment criteria?

The cited LJM Group transaction release identifies the investment and closing date but does not disclose purchase price, enterprise value, equity consideration or financing terms. The cited UpSwell transaction release likewise identifies the sale and closing date but does not disclose those transaction terms.

The cited Capitol Imaging transaction release identifies the acquisition of Outpatient Imaging and the closing date but does not disclose purchase price, enterprise value, equity consideration or financing terms. The official investments page publishes target EBITDA and equity ranges but does not state a universal current investment holding-period range.[3][5][7][8]

Questions to ask when evaluating Clearview Capital as a buyer or investment partner

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