Private equity firms in Arizona are pivotal players in the financial ecosystem, offering strategic capital to late-stage businesses and startups alike. Operating in sectors ranging from real estate to technology, these firms facilitate the growth and transformation of their investees. They're increasingly leveraging innovative financial instruments to unlock value, and as more firms adopt digital tools, the industry is evolving. This adaptation opens new financing avenues, presenting opportunities for both seasoned investors and emerging entrepreneurs. Additionally, Arizona's favorable tax climate and growing startup scene are attracting attention, positioning the state as a burgeoning hub for private equity activities.

This list profiles 21 private equity firms based in Arizona, with origins spanning several decades. Most firms have been established within the last two decades, showcasing a modern impulse in investment. Ranging from small boutique outfits to larger enterprises, these firms primarily specialize in real estate and technology investments. Many operate under a private ownership structure while boasting local expertise, which aids their investment strategies. With teams varying in size from small to large, these firms employ diverse methodologies to yield long-term benefits for investors and communities alike.

Continue reading to explore Arizona's top private equity firms.

Top 21 Private Equity Companies in Arizona

1. Atlas Capital LLC

• Website: atlascapitalllc.com
• Ownership type: Private
• Headquarters: Phoenix, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2012
• Headcount: 1-10
• LinkedIn: atlas-capital-llc

Atlas Capital LLC, based in Phoenix, Arizona, is a private equity firm founded in 2012. The firm specializes in providing funding and consulting services to businesses in sectors such as IT, manufacturing, and real estate. Atlas Capital focuses on ventures that exhibit growth potential, offering not just capital but also expertise in investment management, legal, accounting, and technology support. Their investment strategy typically targets expansion-stage companies that are already generating revenue, with a preference for funding hard assets and working capital rather than operational expenses. The firm has a portfolio that includes various businesses, from consumer finance and pawn shops to hospitality and general contracting. With a commitment to supporting local enterprises, Atlas Capital aims to leverage its connections and knowledge to help businesses scale effectively in the Greater Phoenix area.

2. SunChase

• Website: sunchaseholdings.com
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1986
• Headcount: 11-50
• LinkedIn: sunchase-holdings

SunChase Holdings is a Scottsdale, Arizona-based company founded in 1986, specializing in real estate investment and financial services. The firm focuses on managing real estate and financial assets, aiming to create value for both investors and the communities in which they operate. SunChase has a team of experienced professionals who are dedicated to identifying and executing investment opportunities. They have a strong track record in real estate development, having managed projects ranging from large-scale master-planned communities to commercial and residential properties. Their investment strategy includes providing capital to distressed or 'un-bankable' companies, often through asset-backed deals. SunChase operates as a Single Family Office, allowing for flexible underwriting and quick funding decisions, which is a significant advantage in their investment approach. They have successfully navigated various business cycles and maintain a debt-free status, indicating a solid financial foundation.

3. The Najafi Companies

• Website: najafi.com
• Ownership type: Private
• Headquarters: Phoenix, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2002
• Headcount: 11-50
• LinkedIn: najafi-companies

The Najafi Companies is a private investment firm based in Phoenix, Arizona, founded in 2002 by Jahm Najafi. The firm specializes in partnering with entrepreneurial teams across a variety of sectors, including consumer products, retail, ecommerce, sports, media, and technology. Known for its highly selective investment strategy, The Najafi Companies focuses on businesses that are either underserved or undergoing significant transformation. They emphasize a long-term approach, providing not just capital but also strategic support and resources to their portfolio companies. Their operational philosophy is characterized by a commitment to integrity, transparency, and a partnership-driven oversight model, which they refer to as the 'Board of Debaters.' This approach fosters a collaborative environment where the right questions are prioritized to drive value creation. The firm operates with a concentrated investment strategy, allowing them to dedicate substantial attention to each investment, which is a hallmark of effective private equity practice.

4. Juniper Capital

• Website: junipercapital.com
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 65%, Puerto Rico 35%
• Founded year: 2009
• Headcount: 11-50
• LinkedIn: juniper-capital-real-estate

Juniper Capital, founded in 2009 and based in Scottsdale, Arizona, is a private investment firm that specializes in real estate. The firm focuses on distressed and undervalued assets, providing both equity and debt capital to institutional clients. With a team that boasts over 120 years of combined experience, Juniper Capital engages in all aspects of real estate ownership, including underwriting, acquiring, financing, and managing properties across North America. Their investment strategy emphasizes creating value through strategic repositioning and restructuring of assets, particularly in high barrier-to-entry markets. Juniper Capital has been involved in various significant projects, including mixed-use developments and hospitality properties, showcasing their capability to handle complex transactions and deliver results. They operate with a proactive and collaborative approach, making them a notable player in the private equity landscape.

5. SANTÉ Investments

• Website: santerealty.com
• Ownership type: Private
• Headquarters: Tempe, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: $570.0M, July 2022
• Founded year: 2009
• Headcount: 51-200
• LinkedIn: sante-international

SANTÉ Investments, founded in 2009 and based in Tempe, Arizona, is a private equity firm specializing in real estate investments. The company primarily targets cash-flowing commercial properties, aiming to provide institutional investors with stable income and long-term wealth enhancement. SANTÉ operates through various funds, including a Ground Lease Fund and a Europe Fund, focusing on innovative investment strategies such as land leasebacks. The firm has successfully managed approximately $2.5 billion in real estate assets, leveraging advanced technologies like artificial intelligence for asset management and underwriting. Their approach is designed to generate passive income for investors while maintaining a commitment to capital preservation and risk mitigation. In July 2022, SANTÉ secured $570 million in funding, further solidifying its position in the market and enhancing its capabilities to serve its clients.

6. Werner Partners

• Website: wernerpartners.com
• Ownership type: Family Owned
• Headquarters: Mesa, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1999
• Headcount: 11-50
• LinkedIn: wern

Werner Partners, founded in 1999 and based in Mesa, Arizona, is a family-owned mergers and acquisitions consulting firm. With a team of 18 professionals, they specialize in providing tailored advisory services to private equity funds, strategic acquirers, business owners, and management teams. Their expertise lies in transaction management, capital access, and facilitating liquidity events. Over the years, Werner Partners has successfully navigated complex business landscapes, helping clients achieve their strategic objectives. They have a strong network of capital providers and strategic buyers, which enhances their ability to create successful outcomes for their clients. Their focus on the middle market allows them to cater to a specific segment of the industry, making them a notable player in the M&A consulting space.

7. Dinan & Company, LLC

• Website: dinancompany.com
• Ownership type: Private
• Headquarters: Phoenix, Arizona, United States (USA)
• Employee distribution: United States (USA) 79%, India 21%
• Founded year: 1988
• Headcount: 51-200
• LinkedIn: dinan-%26-company

Dinan & Company, LLC is an investment banking firm based in Phoenix, Arizona, established in 1988. With over 35 years of experience, the firm specializes in providing advisory services for mergers and acquisitions, valuations, and merchant banking. They cater primarily to middle-market companies and private equity firms, offering expert guidance to navigate complex financial transactions. Dinan has successfully closed more than 800 transactions, amounting to a total transaction value of $65 billion, showcasing their extensive involvement in the industry. The firm operates through its subsidiary, Dinan Capital Advisors, which focuses on sell-side M&A advisory, growth equity, and debt advisory. As a member of Translink Corporate Finance, Dinan has a global reach, allowing them to serve clients across various economic regions. Their commitment to professionalism and client success is evident in their high success rates in M&A transactions.

8. Jevan Capital pllc

• Website: jevancapital.com
• Ownership type: Private
• Headquarters: Phoenix, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: $24.5M, November 2023
• Founded year: 2009
• Headcount: 11-50
• LinkedIn: jevan-capital-pllc

Jevan Capital PLLC, established in 2009 and based in Phoenix, Arizona, is a private real estate investment firm specializing in high growth value-add real estate investments and property management. The firm primarily targets multifamily and commercial properties, focusing on Class B and C assets. Jevan Capital partners with high net worth individuals, family offices, and private equity firms, providing them with opportunities to invest in a portfolio that has seen significant appreciation. With a fair market valuation of approximately $715 million across 23 transactions, Jevan Capital has demonstrated a strong commitment to enhancing property value through strategic renovations and effective management. Their in-house construction management capabilities allow them to control costs and expedite project timelines, further contributing to their investment success. In 2023, Jevan Capital secured $24.5 million in funding, indicating ongoing growth and investor interest in their approach to real estate investment.

9. Balbec Capital LP

• Website: balbec.com
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 90%, United Kingdom (UK) 3%, Luxembourg 3%, Other 3%
• Founded year: 2010
• Headcount: 51-200
• LinkedIn: balbec

Balbec Capital LP is an investment management firm based in Scottsdale, Arizona, founded in 2010. The firm specializes in alternative credit, offering a range of investment funds aimed at institutional investors seeking attractive risk-adjusted returns. Balbec Capital has raised over $4.2 billion for its flagship InSolve Global Credit Funds, which target complex assets across various stages of performance. The firm has a global footprint, having invested in over 20 countries, and employs a disciplined approach to asset management. Their strategies include investments in residential and commercial mortgage loans, as well as consumer credit and specialty finance. Balbec Capital's team leverages strong counterparty relationships and proprietary analytics to identify unique investment opportunities, particularly in distressed financial assets. This focus on niche markets and complex credit situations underscores their expertise in the alternative credit space.

10. Acacia Capital

• Website: acacia-capital.com
• Ownership type: Private
• Headquarters: Phoenix, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1986
• Headcount: 11-50
• LinkedIn: acacia-capital

Acacia Capital, founded in 1986 and based in Phoenix, Arizona, is a private real estate investment firm that manages funds focused on acquiring both debt and equity interests in residential properties. With over 30 years of experience, Acacia has successfully invested in more than 30,000 apartment units and 42,000 single-family home lots, with an aggregate investment cost exceeding $6 billion. The firm primarily serves institutional investors and a select group of individual clients, leveraging its extensive market knowledge to deliver attractive risk-adjusted returns. Acacia Capital operates across major markets in the Western U.S., adapting its investment strategies to capitalize on market inefficiencies and evolving capital market conditions. The firm's management team boasts significant expertise in real estate development, finance, and operations, enabling them to respond swiftly to favorable investment opportunities while managing risk effectively.

11. Accordant Investments

• Website: accordantinvestments.com
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 88%, Bangladesh 12%
• Founded year: 2022
• Headcount: 1-10
• LinkedIn: usaarealestateprivatewealth

Accordant Investments LLC, based in Scottsdale, Arizona, is an investment management firm that specializes in private real estate investing. Founded in 2022, the firm aims to provide financial advisers and accredited investors with easier access to private real estate investments through their flagship product, the Accordant ODCE Index Fund. This fund is designed to enhance portfolio diversification and simplify the complexities often associated with real estate investing. Accordant emphasizes transparency and education, offering insights into the asset class to help clients make informed decisions. Their approach is rooted in the belief that private real estate can serve as a valuable component of a well-rounded investment portfolio, particularly in today's economic climate. Despite being a newcomer, Accordant Investments is positioned to cater to a growing demand for private real estate investment solutions.

12. Exquisite Companies

• Website: exquisitecompanies.com
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 80%, Philippines 20%
• Founded year: 2022
• Headcount: 11-50
• LinkedIn: exquisitecompanies

Exquisite Companies, based in Scottsdale, Arizona, is a consulting firm that specializes in business management, mergers and acquisitions, corporate solutions, and private equity. Founded in 2022, the firm aims to assist businesses and investors in navigating the complexities of the market. With a focus on risk management and market growth acceleration, Exquisite Companies seeks to form strong connections with its clients, ensuring the protection of investments and safeguarding of assets. The firm operates with a team of around 70 employees, primarily based in the United States, and emphasizes a collaborative approach to foster long-term partnerships. Their services in private equity are designed to help clients identify opportunities, manage transactions, and optimize their investment strategies, positioning them as a relevant player in the private equity space.

13. Cvg Properties

• Website: cvgproperties.com
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1993
• Headcount: 11-50
• LinkedIn: cvg-properties

Cvg Properties, based in Scottsdale, Arizona, is a private real estate investment firm founded in 1993. The company specializes in multifamily properties, focusing on acquiring, renovating, and managing income-producing real estate. Their investment strategy is centered on identifying properties with strong fundamentals and potential for value creation. Cvg Properties caters to accredited investors seeking passive income and capital appreciation through well-managed real estate investments. The firm emphasizes a hands-on approach, utilizing in-house expertise for property management and financial analysis. Their portfolio includes various multifamily communities across key markets in the Western and Sunbelt states, particularly California, Arizona, Utah, and Texas. Cvg Properties has demonstrated a commitment to aligning their interests with those of their investors, often making significant personal investments in the properties they manage.

14. Iridius Capital

• Website: iridiuscapital.com
• Ownership type: Private
• Headquarters: Tucson, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2012
• Headcount: 11-50
• LinkedIn: iridius-capital-llc-

Iridius Capital, founded in 2012 and based in Tucson, Arizona, is a private investment firm specializing in real estate. The company has built a portfolio valued at over $2.5 billion, focusing on strategic investments across various sectors, including hospitality, build-to-rent, and retail developments. Iridius Capital partners with seasoned operators to ensure that their projects not only yield exceptional returns but also contribute positively to the communities they serve. Their commitment to quality, transparency, and collaboration is evident in their approach to asset management and investor relations. The firm has successfully developed and invested in numerous projects, including luxury residential, commercial, and mixed-use properties, showcasing their expertise in navigating the complexities of real estate investment.

15. B. Woods & Company

• Website: bwoodscompany.com
• Ownership type: Private
• Headquarters: Phoenix, Arizona, United States (USA)
• Employee distribution: United States (USA) 88%, China 12%
• Founded year: 2020
• Headcount: 1-10
• LinkedIn: b-woods-company

B. Woods & Company is a boutique consulting firm based in Phoenix, Arizona, founded in 2020. The firm specializes in buy-side mergers and acquisitions, focusing on the lower-middle-market sector. They provide tailored services to private equity groups and family offices, facilitating confidential transactions and deal origination. BWC employs a proprietary, multi-phase process to connect serious buyers with privately held company owners, ensuring a discreet and efficient transaction process. Their team consists of professionals with multidisciplinary expertise in lower-middle-market M&A, and they emphasize principles of reliability, confidentiality, and success-driven outcomes. BWC has established strong relationships with business owners and investors, enabling them to source actionable acquisition opportunities across various industries, including healthcare, technology, and consumer products. Their commitment to professionalism and integrity positions them as a trusted partner in the M&A landscape.

16. Outlier

• Website: outlier.com
• Ownership type: Private
• Headquarters: Phoenix, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2005
• Headcount: 201-500
• LinkedIn: outlier

Outlier is a private business conglomerate based in Phoenix, Arizona, founded in 2005. The company specializes in acquiring, starting, and growing niche market leaders across various industries, with a strong emphasis on healthcare and real estate. Outlier operates through a portfolio of businesses, including Passport Health, Realty Executives, and Pump It Up, among others. They focus on companies with defensible market positions and stable revenues, aiming to optimize operations and enhance profitability without the pressure of heavy outside investment. Outlier's approach combines creativity and capital, allowing them to craft unique partnerships with each of their companies to guide them through growth stages. Their commitment to community impact and operational efficiency reflects a broader vision of sustainable value creation in the private equity sector.

17. True North Companies

• Website: tnch.com
• Ownership type: Private
• Headquarters: Phoenix, Arizona, United States (USA)
• Founded year: 2010
• Headcount: 10001+
• LinkedIn: atlas-brands

True North Companies, also known as Outlier, is a private investment firm based in Phoenix, Arizona, founded in 2010. The company operates a portfolio of businesses across various industries, including healthcare, real estate, and entertainment. Outlier focuses on acquiring and growing niche market leaders, emphasizing operational efficiency and community impact. Their portfolio includes notable companies such as Passport Health, a provider of travel medicine services, and Realty Executives, a global real estate franchise. Outlier's approach combines creativity with capital, allowing them to not only acquire existing businesses but also to start new ventures when opportunities arise. They target mature companies with strong market positions and stable financial characteristics, aiming for sustainable growth without the pressure of heavy outside investment.

18. The Wolff Company

• Website: awolff.com
• Ownership type: Family Owned
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1949
• Headcount: 51-200
• LinkedIn: the-wolff-company

The Wolff Company, founded in 1949 and based in Scottsdale, Arizona, is a family-owned real estate investment firm that specializes in multifamily housing and senior living. With a workforce of over 300 professionals, the company has developed, acquired, and managed a significant portfolio of residential properties across the United States. Their investment strategies include value-add acquisitions, development of new multifamily assets, and providing capital through joint ventures and preferred equity investments. The firm has a strong emphasis on creating quality living spaces, focusing on markets where affordability gaps exist. Their operations reflect a commitment to sustainability and community engagement, particularly in the senior living sector, where they aim to enhance the quality of life for residents through innovative design and services.

19. Rise48 Equity

• Website: rise48equity.com
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: $23.0M, July 2023
• Founded year: 2020
• Headcount: 201-500
• LinkedIn: summitequity

Rise48 Equity is a private real estate investment firm based in Scottsdale, Arizona, specializing in multifamily properties. Founded in 2020, the company has quickly made a name for itself by offering investment opportunities to both accredited and non-accredited investors. Rise48 focuses on creating passive income and wealth through strategic property acquisitions and effective management. The firm operates in high-growth markets such as Phoenix, Dallas, and Charlotte, where it identifies and capitalizes on opportunities for value addition. Rise48 Equity has a track record of successful transactions, with notable case studies showcasing impressive returns on investment. The firm has recently secured $23 million in funding, indicating its growth potential and investor confidence. With a dedicated team and a commitment to transparency, Rise48 Equity aims to protect and grow investor wealth while contributing to the multifamily real estate sector.

20. Professional Equity Management

• Website: pemreg.com
• Ownership type: Private Equity
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: December 2023
• Founded year: 1993
• Headcount: 51-200
• LinkedIn: pem-real-estate-group

Professional Equity Management (PEM) is a private equity firm based in Scottsdale, Arizona, founded in 1993. The company specializes in real estate investments, particularly in multi-family housing. Over its 30-year history, PEM has successfully acquired and managed over 23,000 apartment units across the United States. The firm emphasizes a disciplined approach to investing, focusing on high-quality assets and strategic opportunities. PEM has navigated five market cycles, demonstrating resilience and adaptability in the real estate sector. Their investment management services cater to both individual and institutional investors, highlighting their commitment to long-term success and transparency in operations. With a team of over 200 professionals, PEM maintains a vertically integrated structure, allowing them to control their assets and drive performance effectively.

21. AZ CROWN Investments

• Website: azcrown.com
• Ownership type: Private
• Headquarters: Phoenix, Arizona, United States (USA)
• Employee distribution: United States (USA) 90%, United Kingdom (UK) 10%
• Founded year: 2011
• Headcount: 11-50
• LinkedIn: az-crown-investments

AZ CROWN Investments, founded in 2011 and based in Phoenix, Arizona, is a private investment firm that specializes in providing early-stage funding and mentorship to startups. The firm is particularly focused on innovative companies in sectors such as technology and healthcare. With a team of 11-50 employees, AZ CROWN leverages its founders' extensive experience from their previous venture, Insight Enterprises, to guide and support emerging businesses. They have invested in over 100 companies, primarily in Arizona, and emphasize a collaborative approach, working closely with founders to help them scale their businesses. Their portfolio includes companies like Toothio, a dental staffing platform, and Prospect Desk, a CRM software provider. AZ CROWN's commitment to nurturing talent and fostering innovation makes it a notable player in the investment landscape.

Private Equity Insights: Key Companies in Arizona

Company	Headquarter	Size	Founded	Ownership
Atlas Capital LLC	Phoenix, Arizona, United States (USA)	1-10	2012	Private
SunChase	Scottsdale, Arizona, United States (USA)	11-50	1986	Private
The Najafi Companies	Phoenix, Arizona, United States (USA)	11-50	2002	Private
Juniper Capital	Scottsdale, Arizona, United States (USA)	11-50	2009	Private
SANTÉ Investments	Tempe, Arizona, United States (USA)	51-200	2009	Private
Werner Partners	Mesa, Arizona, United States (USA)	11-50	1999	Family Owned
Dinan & Company, LLC	Phoenix, Arizona, United States (USA)	51-200	1988	Private
Jevan Capital pllc	Phoenix, Arizona, United States (USA)	11-50	2009	Private
Balbec Capital LP	Scottsdale, Arizona, United States (USA)	51-200	2010	Private
Acacia Capital	Phoenix, Arizona, United States (USA)	11-50	1986	Private
Accordant Investments	Scottsdale, Arizona, United States (USA)	1-10	2022	Private
Exquisite Companies	Scottsdale, Arizona, United States (USA)	11-50	2022	Private
Cvg Properties	Scottsdale, Arizona, United States (USA)	11-50	1993	Private
Iridius Capital	Tucson, Arizona, United States (USA)	11-50	2012	Private
B. Woods & Company	Phoenix, Arizona, United States (USA)	1-10	2020	Private
Outlier	Phoenix, Arizona, United States (USA)	201-500	2005	Private
True North Companies	Phoenix, Arizona, United States (USA)	10001+	2010	Private
The Wolff Company	Scottsdale, Arizona, United States (USA)	51-200	1949	Family Owned
Rise48 Equity	Scottsdale, Arizona, United States (USA)	201-500	2020	Private
Professional Equity Management	Scottsdale, Arizona, United States (USA)	51-200	1993	Private Equity
AZ CROWN Investments	Phoenix, Arizona, United States (USA)	11-50	2011	Private

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