YORK CAPITAL MANAGEMENT

We back founders and strong management teams with capital and expertise to help accelerate growth.

York Private Equity (York PE) is the private investing arm of York Capital. York PE primarily targets control investments in middle-market businesses. We target companies at inflection points that can benefit from York PE’s broad resources and experience. York PE seeks to back founders and experienced management teams with strong visions for their businesses.

York PE has a broad investment mandate, enabling us to tailor each platform investment to the needs of existing owners and management teams. We have flexible capital and can offer creative structuring options. We generally employ a conservative approach to leverage, targeting investment returns from growth and achieving or exceeding management plans.

*As of June 1, 2021. Includes YSOF I, II and III and add-on acquisitions
 

Extensive track record

2008

York PE Launched

50+

Investments*

$4bn+

Aggregate Transaction Value

Experienced Team

14

Dedicated Members

200+

Years Cumulative Experience

Transaction Types

York PE has a broad investment mandate and targets various transaction types and structures, including:

  • Founders seeking liquidity and the right value-added institutional partner
  • M&A roll-up plays in fragmented sectors
  • Companies undergoing ownership transitions or recapitalizations
  • Growth capital, including minority investments
  • Corporate divestitures and carve-outs
  • Structured capital for special situations (e.g., bridge capital, liquidity support, turnarounds)
  • Equity project financings
  • Asset purchases (e.g., real estate, manufacturing plants)

FOCUS AREAS

  • Consumer & Wellness
    • Specialty Retail & Franchise
    • Consumer & Home Products
    • Wellness & Fitness
    • Leisure & Hospitality

    Key Themes

    • Strong secular lifestyle, health & fitness trends
    • Brand innovation & franchise strength key differentiators
    • Attractive unit-level economics
    • Underappreciated brands
  • Business & Financial Services
    • Outsourced Facilities Services
    • Technology-enabled Services
    • Payment Processing
    • Consumer & Commercial Finance
    • Insurance
    • Education

    Key Themes

    • Payment ecosystem evolution
    • Regulatory scrutiny creates opportunity for strong & reputable new players
    • Leaner and more efficient cost structures
    • Non-core outsourcing trends
  • Healthcare
    • Ancillary Services & Staffing
    • Physician Practice Management
    • Distribution & Packaging
    • Revenue Cycle Management

    Key Themes

    • Focus on niches reducing systemic costs & creating opportunities for superior clinical outcomes
    • Demographic tailwinds & reform complexity
    • Technology-enabled services to improve productivity & outcomes
  • Industrials
    • Building Services
    • Transportation & Logistics
    • Specialty Chemicals & Energy
    • Niche Distribution

    Key Themes

    • Predictable long-term demand
    • Driving operational improvement
    • Large, fragmented markets ripe for consolidation
    • Cyclical industries poised for recovery

Representative active
portfolio companies

If you are an investment banker, advisor, business owner, or potential investor, please contact us at [email protected].