#United States #New York #Investment Firm #Hale Capital #Fund V

Hale Capital Management Successfully Closes Fund V

On December 19, 2025, Hale Capital Management, a notable U.S.-based investment firm, proudly announced the successful closure of its Hale Capital Partners Fund V. This milestone marks a significant achievement, bringing the firm’s total assets under management to an impressive $334 million. The close of Fund V represents a continued commitment to Hale Capital's strategic vision of forming partnerships with management teams and boards to innovate and enhance lower-middle-market national security and technology businesses.

Strategic Focus Areas

Hale Capital has carved out a niche by focusing on two distinct but complementary lanes of investment. The first lane is centered around federal technology and services. Here, Hale Capital aims to acquire significant minority to controlling stakes in companies serving the defense and intelligence sectors. The firm’s investment strategy in this lane is driven by a commitment to durable end-user demand and mission-critical products. Consequently, they develop long-term customer relationships that foster enduring growth.

In addition, Hale Capital is uniquely positioned to invest in defense-related laboratory innovations. By partnering with founding teams, the investment firm helps transition proven research into scalable solutions tailored for mission readiness. This approach is expected to enhance national security capabilities, ensuring that the nation's defense-related needs are met with cutting-edge technology.

The second lane is dedicated to commercial technology, which focuses on business reinventions. In this context, Hale Capital typically targets public companies or complex carve-outs. They seek to infuse robust leadership and experienced capital partners to catalyze new product cycles while simultaneously restoring or enhancing profitability. Their methodology involves attracting top-tier talent, sharpening product focus, and developing offerings that strategically position the business for sustained cash-generative growth.

Building Long-lasting Partnerships

What sets Hale Capital apart is its foundational belief in the importance of trust and long-term relationships with the management teams and boards they partner with. By being recognized as a DoD Trusted Investor, Hale Capital has established itself as a reliable ally in the defense community. The firm boasts active Top Secret clearances among its investment team, which enhances its capabilities in this sensitive sector. Furthermore, Hale Capital maintains longstanding ties throughout the defense, intelligence, and advanced research ecosystem, further solidifying its strategic positioning.

This partnership-focused strategy is integral to Hale Capital's operational success. The firm collaborates closely with its partners to align product strategy, cost structures, and capital allocations. This is all done in conjunction with a well-crafted operating playbook, shaped by decades of experience in both public and private markets.

About Hale Capital

Founded to create enduring value in national security and technology businesses, Hale Capital Management harnesses a collaborative approach. Their investment philosophy is predicated on identifying where exceptional products and talented teams converge with consistent demand and disciplined execution. The firm continually incorporates operational engagement into its value creation strategy, which has been refined over years of experience as an investor.

Hale Capital's commitment to its partners and its market sectors is evident through its diligent work ethic and operational insights, which aim to bolster the longevity and profitability of the businesses they engage with. As they move forward, the firm is expected to maximize its impact in transforming and revitalizing lower-middle-market sectors crucial to national security and technology.

For further insights and information, visit www.halecapital.com.