Creative, flexible, and patient capital for the lower middle market

Providence Investment Partners is a Texas-based firm with committed capital that provides debt and equity to proven lower middle market companies.

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Our Purpose
To endeavor that all our stakeholders flourish as we live out our core values in the marketplace and community

Why Providence?

Creative, Flexible & Patient Capital

Each investment is unique, and the team works diligently to tailor and deliver a capital solution that is mutually beneficial for all stakeholders.  We have the flexibility to invest in  subordinated debt, unitranche debt, preferred equity, common equity, or some combination thereof.  We recognize success is not always linear, and patience may be required to work through unexpected challenges.

Focused on Lower Middle Market Companies in Texas and the Southwest

While flexible, our ideal investment includes both debt and equity in lower middle market companies ($2 to $10 million of EBITDA).  We invest with management teams, owners, independent sponsors, and funded sponsors.  We have spent most of our lives in the Southwest.  As a result, we have developed an extensive network in this region, which we offer to both management and owners to assist with value creation.

Trusted Relationships

Providence recognizes people are the key to success, and trust is critical to the success of a partnership.  From the initial meetings on, the team strives to build collegial, long-lasting, trust-based relationships with owners, management, and advisors.

Value-Add Partners

The team spends significant time upfront understanding the challenges and opportunities of a business and developing a roadmap to create value.  The Providence team applies its decades-long financial and operating experience to be a value-add, collaborative partner.

Core Values

Teamwork

Teamwork permeates all our actions to focus on the best results.  We hold each other accountable, and engage in healthy debate to develop creative solutions and build trust with all our stakeholders. We are better together.

VIRTUE

We believe that virtue matters.  Honesty, humility, integrity, prudence, and wisdom govern our actions.  We do what we say.


Excellence

We pursue excellence by holding ourselves and our partners to the highest standards.  We endeavor to be a trusted advisor and strive to exceed expectations. We are continuous learners.

stewardship

Stewardship is core to our investment philosophy as we use our time, talent, and resources to bring value to all our stakeholders. We are responsible managers of what has been entrusted to our care.

grit

Our grit enables us to persevere in difficult circumstances to achieve our goals over the long term. We are diligent, disciplined, and patient.

The Meaning of Providence

Providence represents prudent and economic management that provides for the future. It reflects God's purposeful sovereignty to continually uphold, guide, and care for His creation according to His knowledge, wisdom, power, goodness, justice and mercy.