Strong relationships are
at the heart of what we do.

In our 50+ years of investing, we’ve learned a thing or two about what works and what doesn’t. We look for companies with serious potential, then pair them with both seasoned investment professionals and high-performing executives from former portfolio companies. This approach helps us address everyone’s needs and helps us apply lessons we’ve learned along the way.

We believe in empowering
management teams.

We look for companies that have a unique market positioning and are looking for a partner to assist in unlocking its’ full potential. We work with management teams to:

Indentify potential

The true potential of any business isn’t found in raw numbers or financial statements. We pride ourselves on developing a thorough understanding of each business we invest in.

Execute for results

Success comes from working closely with management teams, providing guidance, developing plans, and giving them space.

Right partners

We want to be your biggest supporters. We look for entrepreneurs with passion, a strong desire to achieve their vision, and a willingness to evolve the business for greater success.

Mission
Vision

We take small and mid-sized founder-led businesses to the next level through operational excellence. We aim to be a trusted partner that works with existing management teams to develop a roadmap that will unlock potential.

Union Capital started by investing in small and mid-sized companies that traditional private equity firms often overlook. We believe in partnership and working together. Our approach is based on mutual respect, integrity, and trust.

1968

Union Capital was founded to invest in small and medium sized companies and accelerate their growth by providing them with greater access to capital and allowing management to meaningfully participate in the value they help create.
1969

Union Capital acquires controlling interest in Mickelberry Food Products and becomes Union Capital’s publicly traded affiliate. Through this investment, Union Capital now has 6 portfolio companies in the food processing industry.
1972

Franklin Delano Roosevelt Jr. becomes Chairman of Union Capital’s Mickelberry affiliate. He brought experience serving as a congressman and under secretary of commerce.
1986

Art Murray joins Sunshine Biscuits (maker of Cheez-It crackers) and later becomes President and CEO. He grew it from $400 million to $700 million and led the company until in its sale to Keebler in 1996.
2004

Jay Landauer joins Union Capital to rejuvenate the investment program. He brings experience having been involved in leadership roles in several small companies. In addition, he spent time in sales and uses this knowledge to revamp Union Capital’s approach to meeting the needs of business intermediaries.
2005

Bill Ogden joins Union Capital to lead the firm’s investment program. Prior to joining, he previously ran Prudential Insurance’s US Direct Private Equity group. Bill brings many of the skills he utilized at Prudential along with a focus on talent enhancement and process improvement he learned while serving in the US Navy’s pilot training program.
2005

Art Murray rejoins Union Capital on the investment team as the firm recognized early on the need to have in-house operational expertise to better understand and assist management teams.
2006

Reis Alfond joins the Union Capital team. He brings to the team many tools from his time advising companies on data driven decision making with high degrees of uncertainty.
2016

Launched Institutional Co-Mingled Fund — Fund II — $200M
2021

Launched Institutional Co-Mingled Fund — Fund III

Strong relationships are
at the heart of what we do.