Fundraising Fox

Warren

Private equity

Jacksonville Beach · Growth · 81 people tracked

Also known as Warren Equity Partners Manager, L.P.

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Investment thesis

The firm pursues a buy-and-build strategy as a sector specialist across six focus areas: transportation, power and utilities, buildings and facilities, digital infrastructure, water and wastewater, and waste. It targets businesses with enterprise values between $20 million and $500 million (with no minimum for add-ons) through buyouts, corporate carve-outs, and recapitalizations. Thematically driven, the firm identifies subsector trends and executes quickly using subject-matter expertise. It emphasizes operational strength via a defined integration process, commercial operating system, and management development program, partnering with strong management teams to grow companies organically and through targeted M&A.

Source: firm website, verified Aug 18, 2026.

Stage
Growth
Check
$20M – $500M
HQ
Jacksonville Beach, FL, US
Instruments
Equity
AUM
$6.1B
Tracked investments
41

Team · 81 people

from the firm's website
Henrik Dahlback· Partner, CCO and Co-Founder
Scott Bruckmann· Partner and Co-Founder
Steven Wacaster· Managing Partner and Co-Founder
Carl Johnson· Partner, Head of Operations
Iain Kennedy· Senior Managing Director, Co-Head of Europe
Mark Bilali· Senior Managing Director
Michael Zhang· Senior Managing Director
Peter Petrov· Senior Managing Director, Co-Head of Europe
Richard Weinberg· Strategic Partner
Billy McCormick· Managing Director
Brian Hess· Managing Director
Dr. David K. Park, Ph.D.· Managing Director and Head of AI & Strategy
Aldi Gjuraj· Manager, Corporate Accounting
Andy Rump· Senior Manager, Financial Planning & Analysis
Angus Bass· Vice President
Anne Zehil· Vice President
Ashley Lee· Business Development/Business Intelligence Coordinator
Aurela Bujaj· Executive Assistant
Ben Owens· Chief Commercial Officer and Strategic Advisor
Billy Grewal· Operations, Strategic Marketing
Brad Steinfeld· Vice President, Finance Improvement Team
Brendan MacCallum· Manager, Finance Improvement Team
Brianna Dossett· Senior Executive Assistant
Brooke Phillips· Executive Assistant
Catherine Hall· Office Coordinator
Catherine Warfield· Managing Director, Investor Relations
Christopher Carey· Senior Vice President, Finance Operations
Claire Chen· Managing Director, Tax
Claire Simon· Director, Investor Relations
Daniel Hoeft· Vice President and Corporate Controller
David Manning· Director of Product & UX/UI | AI/Tech
Dawson Leonard· Manager, Transaction Group
Deborah Kozuch· Vice President, Financial Planning & Analysis
Dylan Allison· Senior Tax Associate
Elizabeth Fitzgerald· Senior Associate, Investor Relations
Ethan Hull· Fund Analyst
Gene Mastrangeli· Operations, LEAN
Harrison Rodriguez· Senior Manager, Transaction Group
Holly J. Berk PMP, CSM· Senior Vice President of Integrations and Operational Excellence
Ike Helene· Director
Jacob Barrie· Vice President
James Pan· Tax Manager, Operations
Jason Schaefer· Senior Managing Director and General Counsel
Jeff Sim· Senior Vice President, Finance Operations
Jennifer Smith· Senior Manager, Corporate Accounting
Jerry Evans· Operations, Strategic Marketing
Jessie Sirimart· Senior Executive Assistant
Joanna Sisler· Vice President, Administration
John Yacoubian· Manager, Transaction Group
Julie Forte· Finance Coordinator
Julie Szafraniec· Chief Human Resources Officer, Operations
Kailyn Redmond· Coordinator, Investor Relations
Kam Mistry· Senior Vice President, Finance Operations – Europe
Karen Smith· Vice President, Administration
Kate Morneault· Senior Manager, Human Resources
Kimberly Butt· Vice President, Transaction Group
Kristen Mousa· Vice President
Kristen Rogers· Executive Assistant
Mary Ellen Kastelic· Senior Operations Manager, Investor Relations
Matthew Reed· Vice President, Transaction Group
Michael Synn· Managing Director and Chief Technology Officer
Nick Fleig· Manager, Fund Accounting
Noah Vier· Senior Business Analyst, Finance Improvement Team
Parth Shah· Vice President, Transaction Group
Pat Baldwin· Operations, Human Resources
Phil Wojcik· Operations, Strategic Marketing
Pinal Parekh· Senior Managing Director and Chief Financial Officer
Rob Nelson· Senior Vice President, Finance Operations
Roopa Shortt· Senior Vice President of Commercialization and Strategy, Operations
Sam Bodden· Analyst, Financial Planning & Analysis
Sam Lampert· Vice President
Sharon Junor· Executive Assistant
Stephen Scuderi· Vice President, Fund Controller
Steven Lee· AI & Operations Associate
Svet Tintchev· Director
Thomas Negre· Operations, Strategic Marketing
Tony Colucci· Managing Director and Chief Financial Officer, Operations
Wilkes Murray· Director
Yue Zhao· Senior Associate AI/Data Scientist
Zac Wilson· Vice President, Strategy
Ziming Zhang· Associate AI/Data Scientist

What they invest in

from 13 of 41 portfolio companies

Construction Tech ×9Energy ×6Cleantech ×5Climate Tech ×3Enterprise Software ×2Hardware ×2Advanced Manufacturing ×1AI & Machine Learning ×1

HQs:United States×5

Investments · 41 tracked

founders shown can be your intro path
Adb Companiesadbcompanies.com

ADB is an infrastructure solutions provider that builds and services utility and fiber-optic networks, offering engineering, electrical, wireless, and data center construction across the telecommunications and utility industries.

Construction TechEnergyHardware

Allied Power Groupalliedpg.com

Allied Power Group (APG) provides inspection, repair, field services, and parts for industrial gas and steam turbine components, including GE 7F, Siemens Westinghouse 501F, and Siemens V84.2 units.

Advanced ManufacturingEnergyHouston, US

Jim Mugford(Chief Executive Officer)

American Roller
Dragonfly Pond Worksdragonflypondworks.com

Dragonfly Pond Works is an environmental services company focused on stormwater management, providing conversion, routine maintenance, and repair of lakes, ponds, wetlands, sand filters, stormwater basins, bioretention devices, and underground detention facilities.

CleantechClimate TechConstruction Tech

First Mile
Flatiron Crane
Gunnison

Tree and vegetation management services for utility, government, residential, and commercial customers in the Southeastern US.

Hb Next
Hydromax Usa

Professional services company specializing in data collection to locate and assess water, wastewater and natural gas conveyance systems.

Ipc Lydonipclydon.com

IPC Lydon is a specialty mechanical contractor providing multi-trade mechanical services to clients in the power generation, infrastructure, transportation, aviation, distribution, process, and industrial sectors across the United States.

Construction TechEnergy

Kinetic Infrastructure Group

Provider of inspection, engineering and design, and GIS services for natural gas distribution and transmission pipeline and water utility infrastructure.

Kv Powerkvpower.com
Lynkwell
M&D Distributors

Independent distributor of aftermarket parts and components for maintaining and repairing diesel-powered engines in TX, OK and LA markets.

Macqueen Equipment

Distributor and aftermarket solutions provider for specialized equipment used in non-discretionary environmental, infrastructure, and public safety applications.

Magnolia Rivermagnolia-river.com

Magnolia River is a professional services provider delivering project solutions for utilities.

EnergyEnterprise Software

Main Line Commercial Poolsmainlinepools.com

Mainline Pools designs, engineers, and builds commercial aquatic facilities including NCAA/FINA-compliant competition pools, recreation and waterpark features, and mechanical systems such as filtration and chemical automation.

Construction Tech

Md Distributors
Meridian Wastemeridianwaste.com

Meridian Waste provides curbside solid waste collection and removal services for residential and local customers, with schedule lookup and service alerts by zip code.

Circular EconomyCleantech

Mid State Restoration
Multifuels

Owns, operates and develops underground infrastructure projects in North America, emphasizing lateral distribution gas pipelines.

O6 Environmentalo6env.com

O6 Environmental provides environmental remediation services and customized strategies to address contamination and sustainability challenges, drawing on state-of-the-art technologies and its executive team's military background.

CleantechClimate TechConstruction Tech

Matt Danis(Chief Operating Officer)

Obsequio Group
Ovation Holdings
Paradigm Hse
Powergrid

Overhead power line and substation maintenance, right-of-way clearing, vegetation management, and CSR services for electric utilities across the US.

Productivity Quality Inc
Southeast Lineman Training Center
Ssp Innovationssspinnovations.com

SSP Innovations is a consulting and technical services firm focused on geographic information systems (GIS) and operational technology for electric and gas utilities.

EnergyEnterprise SoftwareSaaS

Stormtrapstormtrap.com

StormTrap designs, engineers, and installs underground stormwater management and treatment systems for detention, retention, water quality, and water harvesting.

CleantechClimate TechConstruction Tech

Superior

Corrosion protection services for mission-critical assets across power plants, chemical plants, aviation facilities, military bases, and more.

SurfaceCycle

Pavement preservation and rehabilitation services to municipal and state end customers.

Think Power Solutionsthinkpowersolutions.com

Think Power Solutions provides AI-enabled infrastructure services for electric utilities, including engineering design, protection and controls, advisory, asset management, construction management, and storm response.

AI & Machine LearningConstruction TechEnergy

Townsend
Traffic Management Solutions
Usa Water
USA Waters

Water and wastewater platform acquiring O&M service providers and small-to-medium water and wastewater utilities.

Usg Water Solutionsusgwater.com

Utility Service Group Water Solutions (USG) provides asset management and rehabilitation services for water and wastewater infrastructure, serving municipal and private water companies across the United States.

CleantechConstruction Tech

Viant Traffic Solutionsviant-traffic.com

Viant Traffic Solutions is a federation of regional traffic-systems distributors that supplies and installs signal systems, roadway lighting, signage, and work-zone safety equipment for DOTs, municipalities, and contractors across the United States.

Construction TechHardwareMobility & Transportation

Vortex

Repair, maintenance, and replacement services for industrial and commercial doors and openings.

Wisconsin Automation

Fund performance · per public LP disclosures · 3

as of Dec 2025
FundVintageCommittedNet IRRTVPIDPI
Warren Equity Partners Fund IV, L.P.LPs: Texas Municipal Retirement System, Florida State Board of Administration, Kern County Employees' Retirement Association202322.5%1.49x0.01x
Warren EquityLPs: Kern County Employees' Retirement Association20211.00x0.03x
Warren Equity Partners Fund IIILPs: Kern County Employees' Retirement Association202111.3%1.38x0.03x

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 Warren made?
Warren has 41 tracked investments.
What stage does Warren invest at?
Warren invests at the Growth stage.
What is Warren's typical check size?
Warren typically writes checks of $20M – $500M.
What sectors does Warren focus on?
Warren focuses on Construction Tech, Data & Infrastructure, Energy, Logistics & Supply Chain, Mobility & Transportation.
Where is Warren located?
Warren is headquartered in Jacksonville Beach, US.

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