Serata Capital Partners (SCP) is a middle-market private equity firm based in Austin, Texas with a mission to create partnerships that build real, lasting value for business owners, employees, and investors. We recognize that all money is the same color green, so it is trust and honest relationships that are the foundation for achieving noble goals together. We exist to make good companies great, and strive to make a positive difference in communities throughout our efforts.
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We have lived and breathed in middle-market businesses as founders, investors, board members, and Chief Light Bulb Changers. We approach every partnership as a unique circumstance, with a lens of curious humility and an aim to support our teams toward superior outcomes as a true partner.
There is a lot going on when building great companies with lofty goals, and it generally doesn't let up much along the way – so we are here to help. Our belief is that principle-driven processes, coupled with continuous improvement and streamlined systems, are key to unlocking extraordinary potential. We take learnings from myriad businesses to benefit our partners at every step.
We believe in candid transparency, understanding ahead of opinions, and that our differences yield stronger teams. Our vision of a great culture is one without big egos and where the best idea wins. We're not building a "portfolio" with dozens of companies, but rather are fostering a few select opportunities fueled by focus, alignment, and the spirit of partnership.
What Serata Means
Serata comes from the root word serotiny, which is an ecological adaptation exhibited by only a few plant species in which seed release occurs in response to an environmental trigger, rather than on a traditional seasonal cycle.
The most well studied serotinous adaptation is found in certain pine trees, whose cones hold off releasing seeds for years until a forest fire triggers spawning, advantaging them by waiting for optimal growth conditions from a clear forest floor below.
Serata Capital Partners is guided by this principle, with the belief that patience and persistence win in the long run versus following the crowd in a traditional, repetitive pattern.
Majority equity positions in
US-based companies with
$4-15MM of EBITDA
(Texas presence ideal,
but not necessary).
Minority positions considered in certain circumstances.
Companies with predictable revenue patterns, industry tailwinds, and defensible positions in business services, consumer products, media/telecom,
industrial services, healthcare, and core consumer services spaces, among others.
Ideal conditions include being the first institutional capital with management teams seeking a true partnership in the next phase of business growth, as exhibited through high rollover equity participation and role continuity.
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Drew Bagot, Managing Partner
Drew is the founder and Managing Partner of Serata Capital Partners. Mr. Bagot has been a private equity investor for over 15 years, having also founded and operated entrepreneurial businesses. He concurrently manages a private equity portfolio in Calidant Capital, of which he is a founding partner. Prior to fostering his own private equity investments, Mr. Bagot was an Associate Director at ORIX Corporation, an international financial conglomerate with over $150 billion in assets, deploying $10-30 million into growing middle-market companies across myriad industries. Mr. Bagot was a senior analyst with Pharos Capital Group, a $1 billion private equity fund that concentrates on the business services, healthcare, and technology sectors, and prior thereto served as the lead underwriter at Shoreline Capital, a private equity-focused family office. Mr. Bagot attained a BBA in Finance with high honors from the McCombs School of Business at the University of Texas at Austin and an MBA from the Johnson Graduate School of Management at Cornell University, and is a member of the Young Presidents Organization (YPO). Drew is based in Austin, and enjoys international travel, fly fishing, snowboarding, and spending time with his wife and two children.
Craig Krzyskowski, Associate
Craig is an Associate with Serata Capital Partners. Prior to joining SCP, he led teams at Gogo In-Flight and Astronics Armstrong Aerospace, responsible for engineering aviation connectivity solutions for an array of international airline clients. Craig earned a BSc in Mechanical Engineering at the University of Notre Dame and, most recently, an MBA concentrated in Finance and Private Equity from the McCombs School of Business at the University of Texas at Austin. At McCombs, he worked at UTIMCO, a $60 billion endowment asset manager, and was active in the Wall Street for McCombs and Career Fellows programs providing mentorship to undergraduates and MBA peers in finance. In addition to his career pursuits, Craig was involved in the Major League Soccer Chicago Fire team's Foundation Associates Board and was a collegiate soccer athlete. Craig is based in Austin and enjoys playing golf, soccer, and basketball in addition to spending time with his wife and daughter.
Beyond its investment professionals, SCP leverages its network of operating partners in its underwriting and value creation strategies,
which is comprised of successfully-exited business operators and private equity board members from target industries.
Nolan D'Souza, Analyst
Nolan is an analyst with Serata Capital Partners. Currently, he is pursuing a B.B.A. in finance from The University of Texas McCombs School of Business. His finance track includes investment management and banking studies with a minor in accounting. Before joining the SCP team, he interned with Butcher Financial, a private equity group in Houston, and worked as a certified martial arts instructor for over two years. Nolan is based in Austin, where he enjoys spending time with family and friends and supporting Longhorns football.