Circle Peak Capital

Circle Peak Capital makes significant investments in private companies in the U.S. with an emphasis on private, family owned companies who exhibit high growth potential.

Circle Peak invests in firms with established or emerging brands in luxury retail accessories and apparel, consumer packaged good, health & wellness, beauty, household products, restaurants and asset management, as well as services, industrial and e-commerce related companies. Circle Peak supports owner-opperators as our partners in the development of world-class brands with distinctive products and competitive advantages in a global marketplace, and seeks to create significant long-term wealth for our investors and management teams.

Circle Peak as established in 2002 by R. Adam Smith, a veteran of private investing, mergers and acquisitions. By leveraging the firm’s deep industy expertise and exclusive network of operating executives, our partnership strategy empowers management to enter now markets, pursue new opportunities, and grow sustainable businesses. Investments typically involve the following characteristics.

  • Partnership Philosophy

    Circle Peak strives to provide an ideal balance between strategic partner and investor. As experienced investors and operators, our team understand the importance of a shared mission and trusted partnership in growing medium-sized businesses.

  • Targeted Investments

    Circle Peak focuses on industry sectors where our accumulated knowledge, operating partner network, and broader relationships offer a strategic advantage to our management teams and stakeholders.

  • Proprietary Relationships

    Circle Peak maintains a substantial relationship network through active discussion with various participants in its targeted sectors.

Management Partner

Circle Peak’s partnership approach requires close relationships with accomplished operating executives and delivers measurable and multi-faceted value to its affiliates. A management team’s acumen and collective competitive advantages is a key factor in our identification of and investment in our affiliate companies. We believe that this approach enhances the likelihood of investment success, under the philosophy that it is far better to have an average company with outstanding management, than an outstanding company with average management. A capable management team also allows our affiliates to react quickly to changing market conditions and to pursue a buy-and-build strategy in certain situations.