Octagon Equity Company Profile

Background

Mission and Vision

Octagon Equity is dedicated to acquiring and actively operating a single private company with a proven track record of success. The firm's mission is to preserve the seller's legacy, fulfill their long-term vision, and foster the company's growth. By focusing on a single business, Octagon Equity aims to create long-term value for employees, clients, investors, and the broader community.

Primary Area of Focus and Industry Significance

Operating within the private equity sector, Octagon Equity specializes in identifying and acquiring U.S.-based companies that exhibit strong growth potential and profitability. The firm's approach emphasizes stewardship and long-term value creation, distinguishing it from traditional private equity firms that often focus on short-term gains.

Key Strategic Focus

Core Objectives

Octagon Equity's primary objective is to acquire a majority stake in a single private company, dedicating its resources to the company's long-term success and growth. The firm seeks to preserve the seller's legacy and vision while driving the company forward.

Specific Areas of Specialization

The firm focuses on companies with recurring revenue streams, aiming for an Annual Recurring Revenue (ARR) exceeding $3.0 million or an annual EBITDA above $2.5 million, accompanied by EBITDA margins of at least 15%. Octagon Equity targets businesses in growing industries with low cyclicality and fragmented markets, ensuring low external risks.

Key Technologies Utilized

While specific technological platforms are not detailed, Octagon Equity's investment criteria suggest a preference for companies that leverage technology to achieve consistent growth and profitability.

Primary Markets or Conditions Targeted

The firm targets U.S.-based companies operating in growing industries with low cyclicality, emphasizing recurring revenue models and strong financial performance. Octagon Equity seeks businesses with a strong track record of growth and profitability, led by owners motivated to sell.

Financials and Funding

Funding History

Octagon Equity was founded in 2024 and raised $969,000 in a seed funding round on November 22, 2024.

Total Funds Raised

The firm has raised a total of $969,000 in seed funding.

Notable Investors

Specific details about individual investors are not publicly disclosed.

Intended Utilization of Capital

The capital raised is intended to support the acquisition and active management of a single private company, focusing on long-term value creation and growth.

Pipeline Development

Key Pipeline Candidates

As a private equity firm, Octagon Equity is actively seeking acquisition targets that align with its investment criteria, focusing on U.S.-based companies with recurring revenue streams and strong financial performance.

Stages of Clinical Trials or Product Development

Specific details about pipeline candidates, clinical trials, or product development are not applicable, as Octagon Equity operates within the private equity sector, focusing on company acquisitions rather than product development.

Target Conditions

The firm targets companies in growing industries with low cyclicality, emphasizing recurring revenue models and strong financial performance.

Relevant Timelines for Anticipated Milestones

As of July 2025, Octagon Equity is in the process of identifying and evaluating potential acquisition targets that meet its investment criteria.

Technological Platform and Innovation

Proprietary Technologies

While specific proprietary technologies are not detailed, Octagon Equity's investment focus suggests a preference for companies that utilize technology to achieve consistent growth and profitability.

Significant Scientific Methods

The firm employs a disciplined approach to evaluating potential acquisitions, focusing on companies with strong financial performance and growth potential.

AI-Driven Capabilities

Specific details about AI-driven capabilities are not publicly disclosed.

Leadership Team

Camilo Pabon

Position: Co-Founder and Managing Partner

Professional Background: Camilo has over 10 years of experience in management, opportunity evaluation, and transaction execution.

Key Contributions: As a co-founder, Camilo plays a pivotal role in identifying acquisition targets and overseeing the firm's strategic direction.

Santiago Narvaez

Position: Co-Founder and Managing Partner

Professional Background: Santiago brings extensive experience in private equity and business management, with a focus on long-term value creation.

Key Contributions: Santiago is instrumental in the firm's acquisition strategy and in fostering relationships with potential sellers.

Competitor Profile

Market Insights and Dynamics

The private equity market is characterized by firms seeking to acquire companies with strong growth potential and profitability. Octagon Equity differentiates itself by focusing on a single acquisition, allowing for dedicated resources and long-term value creation.

Competitor Analysis

Octagon Equity operates in a competitive landscape with several firms targeting similar acquisition opportunities. Key competitors include:

Octagon (Sports Agency): A global agency specializing in sports, entertainment, and culture, with a strong presence worldwide.

Octagon Credit Investors: A 25+ year-old, $34.7B below-investment grade corporate credit investment adviser focused on leveraged loan, high yield bond, and structured credit investments.

Octagon Asset Management: An investment manager to private investment partnerships, separately managed accounts, and other investment vehicles organized to invest in and acquire, originate, structure, and distribute corporate debt, loans, and other financial instruments related to companies in the agriculture and industrial sectors globally.

Strategic Collaborations and Partnerships

Specific details about strategic collaborations or partnerships are not publicly disclosed.

Operational Insights

Octagon Equity's focus on a single acquisition allows for dedicated resources and a tailored approach to value creation, setting it apart from competitors that may manage multiple investments simultaneously.

Strategic Opportunities and Future Directions

Strategic Roadmap

Octagon Equity is actively seeking to identify and acquire a U.S.-based company that aligns with its investment criteria, focusing on long-term value creation and growth.

Future Business Directions

The firm plans to leverage its expertise in management and transaction execution to successfully integrate and grow the acquired company, ensuring the preservation of the seller's legacy and vision.

Opportunities for Expansion

By focusing on a single acquisition, Octagon Equity aims to create a strong foundation for future growth and expansion, potentially exploring additional acquisitions that align with its strategic objectives.

Positioning for Future Objectives

Octagon Equity's dedicated approach to a single acquisition positions it to achieve its objectives of long-term value creation and stewardship, differentiating it from traditional private equity firms.