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CITATION

CITATION is a Series C+ and buyout fund in the US investing in Consumer, services and industrial.

Stages
Series C+, buyout
Sectors
Consumer, services, industrial
Invests in
US-wide
Round role
Leads rounds
Actively investing
Yes
Founded
2023
Assets under management
$850M

Check size not disclosed

Thesis

The firm specializes in mid-cap control buyout investments, focusing on founder- and family-led businesses across North America. Citation's strategy centers on partnering with established businesses in the services, industrial, and select consumer sectors, aiming to preserve and grow their legacies while generating strong returns. Their investment thesis is built on a foundation of shared values and a relentless focus on performance, employing a hands-on, differentiated approach. The firm targets businesses with defensible market potential and a strong track record, particularly those that are founder- and family-owned. Their geographic scope is North America, and they primarily engage in control buyout transactions. In April 2024, Citation Capital was aiming to raise $850 million for its debut fund.

Common questions

Does CITATION invest at the Series C+ stage?

Yes. CITATION lists Series C+ and buyout among the stages it invests in.

Where does CITATION invest?

CITATION invests in the US.

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