Carpenter & Company Overview

  • Investor Type
  • PE/​Buyout

  • Status
  • Active

  • Professionals
  • 4

Professionals

  • Investments
  • 16

  • Portfolio
  • 1

  • Exits
  • 11

Exits

Carpenter & Company General Information

Company Description

Founded in 1974, Carpenter & Company is a private equity firm based in Irvine, California. The firm preferers to invest in banks and also provides advisory services.

Business Details

Website
www.carpentercompany.com
Year Founded
1974
Investor Status
Actively Seeking New Investments
Primary Investor Type
PE/Buyout
Other Investor Types
Asset Manager
Growth/Expansion
Impact Investing
Corporate Office
  • 23 Corporate Plaza Drive
  • Suite 150
  • Newport Beach, CA 92660
  • United States
+1 (949)

Carpenter & Company Investments (16)

Carpenter & Company’s most recent investment was a with The Auto Club Group. The deal was made on 01-Apr-2025 with as the lead partner.

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
The Auto Club Group 01-Apr-2025 Other Financial Services Generating Revenue
Grasshopper Bank 01-Aug-2022 Other Commercial Banks Generating Revenue
Pacific Mercantile Bank 04-May-2012 Regional Banks Profitable
SLB Asset Management 21-Oct-2011 Regional Banks Profitable
Pacific Mercantile Bank 26-Aug-2011 PIPE Regional Banks Profitable
You’re viewing 5 of 16 investments. Get the full list »

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Carpenter & Company Exits (11)

Carpenter & Company has made a total of 11 exits. Its latest exit was from Pacific Mercantile Bank on 01-Jan-2018. The exit was categorized as .

Company Name Exit Date Exit Type Exit Size
Pacific Mercantile Bank 01-Jan-2018
Plaza Bank 01-Nov-2017
The Sheraton Braintree Hotel 01-May-2017
Heritage Oaks Bank 01-Apr-2017
Bridge Bank 30-Jun-2015 Merger/Acquisition
You’re viewing 5 of 11 exits. Get the full list »

Carpenter & Company Fund Performance

Fund Name Vintage Size Dry Powder DPI RVPI TVPI IRR

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Carpenter & Company Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Carpenter & Company FAQs

  • What is Carpenter & Company?

    Founded in 1974, Carpenter & Company is a private equity firm based in Irvine, California.

  • When was Carpenter & Company founded?

    Carpenter & Company was founded in 1974.

  • Where is Carpenter & Company headquartered?

    Carpenter & Company is headquartered in Newport Beach, CA.

  • How many investments has Carpenter & Company made?

    Carpenter & Company has made 16 investments.

  • What has Carpenter & Company invested in?

    Carpenter & Company has made numerous investments in companies like The Auto Club Group, Grasshopper Bank, and Pacific Mercantile Bank within the Financial Services, Commercial Banks, and Regional Banks industries.

  • What has Carpenter & Company invested in recently?

    Carpenter & Company's latest investment was on 01-Apr-2025 in The Auto Club Group, a company within the Financial Services industry.

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