Caretta Partners Overview

  • Investor Type
  • PE/​Buyout

  • Status
  • Active

  • Professionals
  • 1

Professionals

  • Investments
  • 16

  • Portfolio
  • 4

  • Exits
  • 8

Exits

Caretta Partners General Information

Company Description

Founded in 2015, Caretta Partners is a private equity firm based in Chicago, Illinois. The firm seeks to invest in small and medium-sized companies in the financial services, healthcare, education, business and consumer services, and technology sectors.

Business Details

Website
www.caretta.co
Year Founded
2015
Investor Status
Actively Seeking New Investments
Primary Investor Type
PE/Buyout
Other Investor Types
Growth/Expansion
Venture Capital
Corporate Office
  • 401 West Superior
  • Chicago, IL 60611
  • United States

Caretta Partners Investments (16)

Caretta Partners’s most recent investment was a with Berman Capital Advisors. The deal was made on 30-Sep-2021 with as the lead partner.

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
Berman Capital Advisors 30-Sep-2021 Asset Management Generating Revenue
PagnatoKarp Partners 17-Jun-2020 Other Financial Services Generating Revenue
Shorelight 01-Jan-2020 Consulting Services (B2B) Generating Revenue
Cypress Wealth Advisors 02-May-2019 Asset Management Generating Revenue
Evanston Advisors 19-Mar-2019 Buyout/LBO Asset Management Generating Revenue
You’re viewing 5 of 16 investments. Get the full list »

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Caretta Partners Exits (8)

Caretta Partners has made a total of 8 exits. Its latest exit was from Rōti on 01-Jun-2024. The exit was categorized as .

Company Name Exit Date Exit Type Exit Size
Rōti 01-Jun-2024
Nourish Technology 15-Jan-2024
CircleIT (United States) 31-Oct-2023
Cresset Capital 01-Aug-2022
The Eastman Egg Company 29-Jul-2020 Out of Business
You’re viewing 5 of 8 exits. Get the full list »

Caretta Partners Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Caretta Partners FAQs

  • What is Caretta Partners?

    Founded in 2015, Caretta Partners is a private equity firm based in Chicago, Illinois.

  • When was Caretta Partners founded?

    Caretta Partners was founded in 2015.

  • Where is Caretta Partners headquartered?

    Caretta Partners is headquartered in Chicago, IL.

  • How many investments has Caretta Partners made?

    Caretta Partners has made 16 investments.

  • What has Caretta Partners invested in?

    Caretta Partners has made numerous investments in companies like Berman Capital Advisors, PagnatoKarp Partners, and Shorelight within the Asset Management, Financial Services, and Consulting Services (B2B) industries.

  • What has Caretta Partners invested in recently?

    Caretta Partners's latest investment was on 30-Sep-2021 in Berman Capital Advisors, a company within the Asset Management industry.

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