
Strategic Investors. Long-Term Partners. Operator-Minded.
Selective Investments. Aligned Capital. Enduring Value.
At Baynes Capital, our strategy is rooted in discipline, deep industry expertise, and trusted relationships. We focus on sectors where we have operational edge and access to exclusive, non-marketed deal flow—opportunities you won’t find in the mainstream market.
By combining selective sourcing with hands-on partnership, we unlock real value for our investors and the companies we back.
Our Focus
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Built for the Middle Market
We focus on businesses between $5M–$40M in value—where the right capital and guidance can drive transformative growth. Our sweet spot is founder-led, revenue-generating platforms ready to scale.
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Sector-Driven. Relationship-Led.
Our strength lies in sectors we know inside and out: energy, oil & gas, and elite equine breeding. We invest in people as much as we invest in businesses—and we stay hands-on from day one.
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More Than Capital
We provide operational insight, strategic alignment, and access to a powerful network of advisors and resources. We partner to build lasting value—not just fund the next quarter.
Our Values
1. Access Over Hype
We focus on exclusive, non-marketed opportunities—deals sourced through trust, not pitch decks. Our investors gain exposure to assets most firms will never see.
2. Partnership by Design
We don’t just deploy capital—we build alongside founders, operators, and families. Long-term value starts with aligned relationships and active collaboration.
3. Performance With Purpose
Every investment is structured to protect and grow capital. From strategy to exit, we act with precision, discipline, and a clear eye on risk-adjusted returns.
4. Legacy-Level Thinking
Whether it’s a business or a family estate, we invest with the next generation in mind. We measure success in lasting impact, not quarterly outcomes.
Baynes Capital is supported by a team of seasoned advisors, deal professionals, and operating partners across private equity, energy, equine assets, tax planning, and strategic wealth advisory. Together, they bring over 75 years of combined experience to our firm’s philosophy of value-driven partnership.
Our Team
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Samuel Baynes
CEO/Chairman/Founder/Principal
Executive Leadership
sbaynes@baynesinv.com
214-910-8850 -
Jim Bertram, CEPA®
Wealth Advisor
Nashville Market Director
Jbertram@baynesinv.com
615-397-1216 -
Nick Drury
Wealth Advisor
ndrury@baynesinv.com
513-716-7639 -
Larry Anders
Advisory Board Member
landers@baynesinv.com
Why Baynes Capital?
Hands-On Partnership
We collaborate with our portfolio companies at every stage—bringing structure, insight, and support to help them scale.
Proven Track Record
With an average 3x MOIC, our approach has consistently driven attractive, risk-adjusted returns.
Sector Depth
We specialize in energy, oil & gas, and high-value equine investments—industries we know, trust, and operate in ourselves.
Boutique by Design
We are intentionally focused. Every partnership matters. Every outcome is personal.
Baynes Investment Counsel: We’re Here for You
Our investment philosophy is backed by a broader commitment to long-term financial health. Through Baynes Investment Counsel, we provide holistic financial strategies for individuals, families, and business owners—tailored to your specific goals.
What We Offer:
Traditional and alternative investment management
Advanced tax and estate planning
Rigorous due diligence on private opportunities
Proactive wealth preservation strategies
Long-term relationship building rooted in trust and service
Let’s explore your options—whether you're allocating capital or planning a legacy.
📞 Call us at 214-910-8850 or 📧 email info@baynesinv.com to start the conversation.