/Investor DB

Insignia Capital Group

Private equity

Walnut Creek · Growth · 19 people tracked

Find your way into Insignia Capital Group

Each arrow is one introduction. Sign up to fill in the first one.

583 people can intro you to Tiffany

Ask Laura Tse to introduce you to Tiffany Obenchain

You →Laura · together at NextWorld Evergreen →Tiffany

524 people can intro you to Nick

Ask Jamie Chen to introduce you to Nick DeTrempe

You →Jamie · together at Lake Capital →Nick

486 people can intro you to Aaron

Ask Sam Okafor to introduce you to Aaron Keller

You →Sam · together at Georgetown →Aaron

Sign up to find every way you can get introduced to Insignia Capital Group

  • Your email: who you already know at Insignia Capital Group, and who your contacts know
  • 2nd- and 3rd-degree connections: people you know who worked, studied or invested with the Insignia Capital Group team
  • Your LinkedIn: the connections who can make the intro for you

We rank every route by how warm it is, so you raise on warm intros instead of cold emails.

✨ Fox Verdict
Sign up to see your fit

Investment thesis

Insignia Capital Group is a growth-oriented private equity firm targeting middle-market companies in the consumer and business services sectors. It proactively focuses on industry sectors where the team has prior experience and that it believes have strong business fundamentals, multiple growth drivers, and limited exposure to recessionary cycles. Insignia partners with company founders and their management teams to drive growth and realize each business's full potential, investing exclusively in founder-led companies. The firm welcomes contact from entrepreneurs, executives, intermediaries, and other private equity professionals seeking investment opportunities that fit its approach.

Source: firm website, verified Sep 29, 2026.

Stage
Growth
Check
$20M – $100M
HQ
Walnut Creek, US
Leads rounds
Leads
Instruments
Equity
AUM
$1.3B
Tracked investments
20
Acquisitions
1

Team · 19 people

from the firm's website & public directories
Alex C. Smith· Executive Officer
David V. Swann· Executive Officer
Joe S. Wade· Executive Officer
Thomas J. Meredith· Executive Officer
Tina M. Badciong· Executive Officer
William S Villafranco· Executive Officer

What they invest in

from 13 of 20 portfolio companies

Consumer ×5AI & Machine Learning ×4E-commerce ×4FoodTech ×4SaaS ×4AdTech ×3Developer Tools ×3Enterprise Software ×3

HQs:United States×7

Investments · 20 tracked

founders shown can be your intro path

By year:2023 · 12019 · 12 dated

Centurysnackscenturysnacks.com

Century Snacks manufactures and distributes seasoned nuts, trail mixes, and candies for the US snack market.

ConsumerFoodTechCalifornia, US

Chocolate Workschocolateworks.com

Chocolate Works makes hand-crafted Belgian chocolate and personalized confections sold through retail stores, offering products for corporate gifting, custom creations, birthday parties, and private events.

ConsumerE-commerceFoodTech

Dualboot Partnersdualbootpartners.comin𝕏Jan 2023

Dualboot Partners designs and builds AI-enabled systems for organizations to run, adapt, and grow, combining strategy, design, and engineering through their Aixle operating model.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareSaaS

Ben Gilman(Founder)in

Co-investorsBalance Point Capital Partners

Fueledfueled.comin𝕏

Fueled is a digital services and strategy firm that builds scalable websites, publishing platforms, product experiences, and AI-powered solutions for ambitious brands and institutions.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareSaaS

Justin Livesay(Chief Executive Officer)in

Co-investorsArcher Venture CapitalFoundryLexington PartnersProgress VenturesStructural Capital

Market Performance Groupmarketperformancegroup.comin

Market Performance Group is a commercial services agency that helps consumer brands with strategy and execution across omnichannel and retail channels, using relationships with over 100 retailers to drive in-store and retail sales.

ConsumerE-commerceRetail Tech

Co-investorsSentinel Capital Partners

Mediaalphamediaalpha.comin𝕏

MediaAlpha uses AI technologies to connect consumers with insurance products.

AdTechAI & Machine LearningInsurTechMarketing TechMarketplacesLos Angeles, US

Steve Yi(Founder)in

MNG Healthmnghealth.comin

Provider of technology-enabled multi-channel marketing solutions for pharma, biotech, and medical device brands.

Mike Anthonyin

Netrushnetrush.comOct 2019

NetRush provides e-commerce services for consumer brands selling on retail marketplaces such as Amazon, including retail management, fulfillment, and advertising.

E-commerceLogistics & Supply ChainRetail Tech

New Engennewengen.comin

New Engen is a digital marketing agency that uses data and analytics to drive brand growth for its clients, offering services across advertising channels and platforms such as Instagram and TikTok.

AdTechMarketing TechSeattle, US

David Atchison(Executive Officer, Director, Promoter)inJustin Hayashi(CEO)in

BoardGus Tai(Director)in

Co-investorsAugust CapitalNewRoad Capital Partners, LLCTrinity Ventures

Ontheborderchipsontheborderchips.com

On The Border manufactures and sells tortilla chips and dips for consumers, including traditional, flavored, and organic chip varieties alongside salsa products.

ConsumerDirect to ConsumerFoodTech

Oxford Roadoxfordroad.comin

Oxford Road is a media agency specializing in podcast and audio advertising for brands.

AdTechMarketing TechMedia & Entertainment

Co-investorsSoller Holdings

Tcsjerkytcsjerky.com

A meat snack company that sells beef jerky, meat sticks, and smoked sausages, primarily positioned as zero-sugar and protein-focused products for direct-to-consumer retail.

ConsumerDirect to ConsumerE-commerceFoodTechTillamook, US

Tidal Financial Grouptidalfinancialgroup.comin𝕏

Tidal Financial Group is an ETF investment technology platform that provides launch, management, trading, and growth services for exchange-traded funds.

Data & InfrastructureFintechSaaSChicago, US

Eric Falkeis(Co-Founder)inMichael Venuto(Co-Founder)inGavin Filmore(Chief Executive Officer)in

Co-investorsFTV Capital

Willowtreeappswillowtreeapps.comacquired by TELUS Digital

TELUS Digital (formerly WillowTree) provides full-stack digital product design, engineering, and AI transformation services for enterprise clients, including web and mobile app development, experience design, data analytics, and digital marketing.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareSaaS

Co-investorsBoathouse Capital

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Century SnacksTillamook Country SmokerTroohTrooh MediaTrucoWillowTree

Exits · 1

1 acquisitions

Willowtreeappsacq. by TELUS Digital

Portfolio news

latest coverage across their companies

Fund performance · per public LP disclosures

as of Sep 2025
FundVintageCommittedNet IRRTVPIDPI
Insignia Capital Partners (Parallel A)LPs: Los Angeles County Employees Retirement Association2013—24.8%2.60x2.05x

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Frequently asked questions

How many investments has Insignia Capital Group made?
Insignia Capital Group has 20 tracked investments, 1 of which have exited.
What stage does Insignia Capital Group invest at?
Insignia Capital Group invests at the Growth stage.
What is Insignia Capital Group's typical check size?
Insignia Capital Group typically writes checks of $20M – $100M.
What sectors does Insignia Capital Group focus on?
Insignia Capital Group focuses on Consumer.
Where is Insignia Capital Group located?
Insignia Capital Group is headquartered in Walnut Creek, US.
Does Insignia Capital Group lead rounds?
Yes, Insignia Capital Group leads investment rounds.
Who does Insignia Capital Group co-invest with?
Insignia Capital Group most often shares deals with August Capital, Balance Point Capital Partners, Boathouse Capital, among 6 tracked co-investors.

Images

Insignia Capital Group photoInsignia Capital Group photo

Similar investors

Featured in lists