Investment firm focused on providing flexible and creative capital solutions, adding value as a strategic partner to lower middle market companies

Overview

We create shareholder value through strategic assistance in partnership with exceptional management teams.

Investment Criteria

We invest in mature “lower middle market” companies with defensible market positions that are poised for growth.

Team

Our professionals have diverse backgrounds and deep experience sets across sales and marketing, business development, operations and finance.

Learn More

Equity

Elevate Equity’s strategy pursues long-term, control investments in leading lower middle market companies that are seeking a strategic, growth-oriented partner.

Direct Lending

Elevate Equity’s Credit strategy provides flexible debt and equity solutions to both sponsor and non-sponsor companies in the lower middle market.