Insignia Capital Group

Insignia Capital Group

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Investment Firm

Overview

Insignia Capital Group is a private equity firm in the San Francisco Bay Area dedicated to helping lower middle-market companies achieve their true business potential. We look for companies with attractive business prospects that may, in certain cases, be constrained from capitalizing on available growth and value creation opportunities. We have significant experience helping build successful businesses, and as a result, we understand first-hand the strategic and operational challenges that lower middle-market companies regularly face. Our goal is to partner with talented, motivated management teams and support them with the value-added expertise and capital necessary to achieve business excellence.

Our investment focus is on North American companies with revenues of at least $20 million. While our primary focus is on control buyouts, we also have the experience and flexibility to serve as value-added partners through minority investments. We have a generalist approach, but are currently focused on a few sectors where we have considerable expertise: consumer, business services, healthcare, financial services and software.

Highlights

Founded

2011

Industry

Financial Services

Employees

11-50

Investment

6

Lead Investment

3

Exits

3

Stages

Private Equity

Investor Type

Private Equity Firm

Location

Walnut Creek, California, United States, North America

Contact Information

Social

Profile Resume

Insignia Capital Group, established in 2011 and headquartered in United States, North America., specializes in Private Equity investments across Marketing, Management Consulting, E-Commerce, Retail, Food and Beverage, Events, Gift, Snack Food, Wholesale, Software. Their recent investments include Market Performance Group, Chocolate Works, WillowTree. Among their most notable exits are Market Performance Group and Chocolate Works. Explore their portfolio in detail, see who is connected to them, and find their contact information on our platform.

Employees

imagePlace Tony Broglio

Tony Broglio

Founding Partner

imagePlace David Lowe

David Lowe

Partner & Chief Executive Officer

imagePlace Mel Deane

Mel Deane

Co-Founding Partner

imagePlace Nick DeTrempe

Nick DeTrempe

Director

Investment portfolio

N/A

investments

6

Diversity investments

0

Lead investments

3

Number of exits

3

Investments

6

Annouced DateOrganization NameIndustryMoney Raised
Oct 04, 2019--null
Jan 01, 2021
Market Performance Group Market Performance Group
Marketingnull
Dec 08, 2021--null
Sep 01, 2023
Chocolate Works Chocolate Works
E-Commercenull

Exits

3

Funding Timeline

Funding rounds

6

Investors

0

Funds

1

Funding Rounds

6

Insignia Capital Group has raised 6 rounds. Their latest funding was raised on Sep 01, 2023 from a Private Equity Round - Chocolate Works round.

Annouced DateTransaction NameNumber of InvestorsMoney RaisedLead Investor
Oct 04, 2019
Corporate Round - NetRush Corporate Round - NetRush
-0-
Jan 01, 2021
Private Equity Round - Market Performance Group Private Equity Round - Market Performance Group
-0-
Dec 08, 2021
Private Equity Round - New Engen Private Equity Round - New Engen
-0-
Sep 01, 2023
Private Equity Round - Chocolate Works Private Equity Round - Chocolate Works
-0-

Investors

0

There is no funding round available on this profile

Fund raised

2

Susa Ventures has raised a total of $590M across 6 funds, their latest being Susa Ventures Opportunities II. This fund was announced on Aug 30, 2021 and raised a total of $250M.

Annouced DateFund NameMoney Raised
May 10, 2013
fund image OTPPLESS
1.0M
May 11, 2013
fund image OTPPLESS
1.0M

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