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Presidio Financial Closes Debut PE Fund

Presidio Financial Partners has closed its first private equity fund with $44.5 million in capital commitments. It will invest in lower middle-market companies across the U.S.



Presidio Financial Partners LLC, one of the nation's largest independent firms offering growth capital, corporate advisory, and wealth management services, today announced the closing of a $44.5 million private equity fund that invests in lower middle market companies across the United States.


Presidio Investors Fund I, L.P. (the “Fund”) is the first fund raised by Presidio Financial Partners and its affiliated investment subsidiary, Presidio Investors LLC.  The Fund provides long-term growth and buyout capital for lower middle-market companies with strong management teams, sustainable business models and multiple growth opportunities. 


The Fund is managed by Karl Schade and Barry Rudolph, both of whom joined Presidio Financial Partners during 2007.  Schade has over a decade of private equity experience at firms including Blum Capital Partners, Silver Lake Partners and The Blackstone Group.  Rudolph has succesfully co-founded, managed and exited an operating company in addition to private equity and investment banking experience at Chase Capital Partners and Merrill Lynch & Co.  In addition to Schade and Rudolph, the Fund's investment committee consists of Brodie Cobb, CEO of Presidio Financial Partners; Robert Morris, a former Partner at Goldman Sachs and Head of Global Investment Research; William Price III, a Founding Partner of TPG Capital (formerly Texas Pacific Group); James Student, Head of Presidio Merchant Partners, Presidio's corporate advisory division; and Jeff Zlot, Founder and COO of Presidio Financial Partners. 


“Presidio Financial Partners is pleased to close its inaugural private equity fund and expand its mission to serve entrepreneurs and their companies,” said Brodie Cobb, CEO of Presidio Financial Partners.  “With our new capital investing capability, we help entrepreneurs increase the value of their companies.  This capability complements both our corporate advisory business that helps monetize corporate assets, as well as our wealth management business, which helps grow and preserve assets generated by these prolific generators of wealth.”


Karl Schade, Managing Director of Presidio Investors, said: “We are pleased with the high-quality investors attracted to this inaugural fund and their recognition of the opportunity to invest in lower middle market companies.”


This news release is not an invitation or inducement to invest in the Fund, nor was the Fund actively marketed to clients of Presidio Wealth Management, the wealth advisory unit of Presidio Financial Partners.


Presidio Financial Partners LLC


Presidio Financial Partners LLC is one of the nation's largest independent firms offering growth capital, wealth management, and corporate finance services.  The firm focuses on wealth builders across the U.S.  Presidio Investors LLC provides capital in the form of direct investments into growth companies and works closely with management teams to provide hands on strategic and operational guidance.  Presidio Merchant Partners LLC provides M&A capital raising advisory services for emerging growth companies with revenue from $20 Million to $500 Million.  Presidio Wealth Management LLC offers investment advice to individuals and families.  Presidio Financial Partners LLC is based in San Francisco and can be reached at 415-733-0000,