Founded in 1984, First Capital Group is a growth capital investment firm that invests in a diversified portfolio of well-managed middle-market companies with demonstrated growth potential. First Capital Group’s investment focus is Texas and the Southwest. As one of the premier private capital investment firms providing funds to this traditionally under-served geographic market, the principals of First Capital Group, having more than 100 years’ combined experience, work closely with management teams to execute their business plans, achieve their financial and operational objectives, and build value in their companies.

First Capital Group has an established record of success and maintains an excellent reputation for assisting the management of its portfolio companies in such areas as planning, capital formation, capital budgeting, merger and acquisition evaluation, and the planning and execution of exit strategies. Total capital under management averages $150 million.

Throughout its history, the firm has consistently adhered to its investment mission:

First Capital Group's mission is to provide its investors with superior returns, combining both current income and long-term capital appreciation, realized by investing growth capital in a diversified portfolio of middle-market companies and working closely with their management teams to enhance enterprise values.

Because of this strict adherence to its investment objective and strategy, First Capital Group is able to deliver a lower-risk-profile portfolio to its investors, without compromising expected investor returns.

First Capital Group originates and/or serves as the lead or a principal investor in all of its transactions. First Capital Group’s exceptional deal flow and regional investment focus has proved to be a successful combination. By focusing primarily on Texas and the Southwest, First Capital Group has many opportunities to invest in quality companies in this region. First Capital Group’s geographic focus also allows for active and constant management of its portfolio companies.

The following factors differentiate First Capital Group from other capital investment firms:

Proprietary Deal Flow. First Capital Group has actively invested in the Texas market for over 25 years and its Principals have developed long-term business relationships that supply the firm with proprietary investment opportunities, First Capital Group is able to originate and serve as the sole, lead, or principal investor in all of its investments.

Texas Investment Focus. Leveraging its strengths and reputation in Texas, First Capital Group focuses its efforts on this market, which has traditionally been underserved by venture capital and private equity investors. First Capital Group concentrates its investments in Texas in order to play a more active role in supporting the management teams of its portfolio companies.

Diversified Investment Portfolio. Rather than limiting its investments to a specific industry, First Capital Group chooses to mitigate risks by investing in a portfolio that is diversified and includes companies engaged in the areas of information technologies, medical products/life sciences, communications, manufacturing, and distribution/services. Investments are generally in industries in which First Capital Group has had previous investment experience or in which the risks to which investment capital will be exposed can be assessed.

Equitable Investment Structures. First Capital Group invests in senior equity and equity-linked debt in companies operating at the lower end of the middle market, in order to fund internal growth, acquisitions, market expansion, restructure balance sheets, and change-of-control transactions. First Capital Group’s investments serve to bridge its portfolio companies to a successful liquidity event. Investment structures emphasize terms that are equitable to management of and existing investors in portfolio companies and fairly reward First Capital Group for its investment risk.

First Capital Group is extremely selective in choosing companies for investment. Companies having the following characteristics will receive special consideration: