aboutus

Background

Investar Capital Partners is the private equity arm of Investar Financial Corporation, the investment family office of the Martin-Soberon family, co-founders of Organizacion Soriana, the second largest retailer in Mexico with more than $8b in annual sales.

The Fund started investing in 2016, following the same strategy as its predecessor. The Funds are managed by Investar Capital Partners GP, also a strong investor in the Fund, further aligning the interests of investors with the GP.

Who We Are

Investar Capital is a private equity firm focused on the North American lower middle market that invests primarily in co-investments, partnering with top-tier managers, and in select buyout funds with whom it co-invests in direct deals. Investar’s multi-skilled team has over 60 years of combined investing experience.

Our Mission

Develop and manage investment opportunities in businesses where we work with excellent teams who share our core values.

  • Strong focus on customer satisfaction
  • Professional and personal development of our people
  • Ethical, fair treatment of all our business partners
  • Good corporate citizenship
  • Consistent value creation for our shareholders

Our Vision

At Investar, we believe human capital is the most important factor for success. We build teams characterized by strong leadership, passion and discipline in execution. Our diversified portfolio of companies and investments will generate superior value through growth, efficient operations, relevance in their markets, and strong focus in their industry.

What We Value

  • Honesty: To speak the truth, recognize the truth, appreciate the truth
  • Integrity: To be consistent in our deeds, with our words
  • Respect: To treat all others (people and institutions) with dignity and as we wish to be treated
  • Service: To serve our clients, our community, our colleagues
  • Discipline: To execute on the agreements and deliver the goods
  • Frugality: Keeping things simple, avoiding waste of time, energy and resources
  • Professionalism: Doing things well, in-depth, conscientiously
  • Continuous improvement: To maintain the hunger to always be better
  • Integral development: We hire people, not things. We must provide opportunities for maximum development of talent
  • Passion: To do everything with passion, otherwise it isn’t worth it

Investar Advisors

BlueRiver
  • Provider of outsourced compliance and operations support services to investment managers
  • Serves over 160 clients with an aggregate of $50B in assets
  • SEC advisory firm registration
  • Compliance oversight and review
  • Accounting and cash management of the fund
  • Quarterly and year-end reporting
kpmg
  • KPMG provides assurance, tax, and financial advisory services. KPMG employs 189,000 professionals and has presence in 152 countries.
  • Managing the annual audit and preparation of tax returns
  • Reviewing tax filings of Fund and management companies
haynesboone
  • Headquartered in Dallas, Haynes and Boone LLP is an international corporate law firm
  • Haynes and Boone has more than 550 lawyers in 14 offices and 30 major legal practices across 3 countries
  • Fund GP formation
  • Legal structure creation
  • Agreements related to investment affiliates and subsidiary SPVs
sanchez
  • Sánchez Devanny is a leading Mexican law firm that provides full service legal advice both to Mexican and international clients
  • Offshore vehicle structure and documentation
uriam
  • Uria Menéndez is one of the most prestigious independent law firms in the Iberian market with more than 500 lawyers and 17 offices across Europe
  • Offshore vehicle structure and documentation
airdberlis
  • Aird & Berlis LLP is a leading Canadian law firm based in Toronto, serving clients across Canada and globally with more than 140 lawyers
  • Offshore vehicle structure and documentation