SGH Strategic
Investment Partners

We identify strong management teams with compelling business plans and help them grow creating incremental value by providing patient and strategic capital.

About Us


Trusted Capital for Lower Middle Market Businesses

SGH Strategic Investment Partners was founded in 2019 as a private family office in Austin, Texas. SGH is an active investor focusing on investing in lower middle market companies.

SGH's investment philosophy is to identify strong management teams with compelling business plans and help them grow creating incremental value by providing patient and strategic capital. SGH combines diverse resources with extensive operating expertise to acquire and grow privately held companies by providing strategic capital, guidance and support.

SGH Strategic Investment Partners is a trusted partner to business owners who have made the decision to sell their business. Having made this journey ourselves, we understand the decision to sell is difficult. Selling to the right partner enables founders to confidently transition personally and financially. Our team brings over a century of extensive operational, investment and transactional experience.

Our Team

  • Samir "Sam" G. Hanna, RPLS Managing Principal Read Bio
  • Carl Lenz Principal Read Bio
  • Michael Hatcher Principal Read Bio
  • Tom Deveney M&A Director Read Bio
  • Kyle Goldman Managing Director of Real Estate Read Bio

Investment Criteria


SGH Strategic Investment Partners focuses on private equity growth with an emphasis on investing in healthy lower-middle market companies. SGH combines diverse resources with extensive operating expertise to acquire and grow privately held companies by providing strategic capital, guidance and support.

Investment Criteria

  • Industry agnostic
  • History of strong, stable cash flow
  • Current minimum of 10% cash flow margins, EBITDA at least $1,000,000
  • Transaction size $3 to $30 million
  • Niche business with growth through value creation or sustainable competitive advantage
  • Quantifiable growth opportunities, defensible market share
  • Experienced management team with independent infrastructure

Target Criteria

  • Preference of Texas businesses
  • Preference for family/founder owned businesses with strong management team in place
  • Well-articulated business plan and strategy
  • Capital efficient with ability to scale
  • Fundamentally well-positioned company in transition:

Contact Us


Get in Touch

Address: 500 N Capital of Texas Hwy Bldg. 5, Suite 200 Austin, TX 78746 Phone: 512-691-2060 Email: info@sghmgmt.com

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