CapitalPad helps accredited investors co-invest in lower-middle-market acquisitions, deal by deal.
We focus on established, historically profitable businesses that are often accessible only through sponsor relationships, acquisition entrepreneurs, family offices, and funds. CapitalPad was built to give qualified investors a more direct, disciplined way to evaluate and participate in those opportunities.
We built CapitalPad because individual investors were often blocked from lower-middle-market acquisitions for reasons that had little to do with ability or interest.
Many were successful entrepreneurs, operators, executives, and finance professionals who understood business quality. The barrier was access: access to sponsors, access to reasonable check sizes, and access to a process that made each opportunity clear enough to evaluate.
CapitalPad exists to close that gap with a disciplined co-investment process.
We invest alongside our investors. When we bring an opportunity forward, our own capital is generally exposed as well.
We do not charge sponsors fees. That matters because our judgment should not be influenced by sponsors paying to be shown.
We stay focused on the lower middle market because it is the segment where our relationships, judgment, and process are most useful.
CapitalPad is not a blind-pool fund. Investors decide deal by deal.
Most opportunities we review do not reach CapitalPad investors.
Before an opportunity is presented, we evaluate the business, operator, transaction structure, investor rights, use of debt, downside risks, and alignment. We are looking for simple but hard-to-find attributes: historical profitability, durable demand, a credible sponsor or searcher, and a structure that gives investors a clear basis for judgment.
The opportunities that pass that review are the ones CapitalPad investors see.
CapitalPad is led by its founding partners, with a team behind them across sourcing, operations, and investor support. The partners stay close to the work and remain directly reachable.
Travis Jamison is a founding partner of CapitalPad, where he focuses on platform strategy, investor communications, and growth.
Travis brings more than 17 years of experience building, acquiring, and investing in lower-middle-market businesses. He began his career as a bootstrapped operator, founding roughly a dozen companies across SaaS, ecommerce, and services, with multiple exits.
After allocating capital across multiple asset classes, Travis became increasingly focused on sponsor-led acquisitions in the lower middle market: established operating businesses with real cash flow, practical growth opportunities, and operators who care about long-term ownership.
That experience helped shape the idea behind CapitalPad: giving accredited investors a more direct, disciplined way to evaluate and participate in lower-middle-market acquisition opportunities, deal by deal.
Donza Worden is a founding partner of CapitalPad and co-founder of Clear Peak Capital. He brings more than a decade of institutional private equity experience to CapitalPad’s sourcing, diligence, and investment review process.
Donza began his career in investment banking at Robert W. Baird before holding investment roles at LaSalle Capital and NMS Capital, where he focused on deal sourcing, due diligence, transaction execution, and portfolio management. Over his career, he has worked on more than $1 billion in transactions.
At CapitalPad, Donza is responsible for business analysis, transaction structure evaluation, and governance review. He helps bring institutional private equity discipline to each opportunity before it reaches investors.
