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Elevate Equity Partners is a lower middle market buyout firm that partners with founders and management teams to invest in healthy growing companies across a broad selection of industries, including: healthcare, industrial services, niche manufacturing, consumer products, and tech-enabled services. Generally, we seek investments in companies with an enterprise value between $10 million – $100 million with a targeted 4.62x ROIC on each underlying investment.
We are committed to elevating STEM (Science, Technology, Engineering, and Mathematics) education and healthcare equity in underserved communities. Our strategy combines financial returns with a commitment to social responsibility; attractive to investors interested in making a sustainable impact.
Structure
Preferred or common equity
Investment Type
Management-backed recapitalizations, corporate divestitures, growth financings
Size
Companies with EBITDA greater than $500,000
Elevate Equity Capital focuses on providing flexible and creative capital solutions, where we are a value-added strategic partner to our investment companies. Our valuable investment perspective is informed by a long and successful track record of focused investing in the lower middle market. We seek to achieve superior outcomes across all economic cycles where our years of experience, stewardship, resources and relationships will have a direct impact on the result of each investment.
Building Successful Long-Term Partnerships: Elevate Equity Capital is committed to building successful long-term partnerships with our investors, investment companies, and colleagues based on mutual trust, respect, and collaboration.
Long and Successful Track Record in the Lower Middle Market: Since 2023, Elevate Equity Capital has achieved a successful investment strategy focused exclusively in the lower middle market.
Experienced and Multi-Faceted Team of Professionals: Elevate Equity Capital has assembled a team of talented professionals who bring diverse backgrounds of investing, capital markets and operating experience to the firm. The investment professionals have invested successfully through various economic cycles and market conditions.
Flexibility and Expediency: Investments are structured with the consistent goal of customizing open-minded solutions that achieve mutual objectives. Elevate Equity Capital prides itself on being a nimble firm and being able to move quickly in any type of process.
Our typical investment is in the range of $250,000 to $5 million, and focused on lower middle market companies that typically fall “below the radar screen” of larger private equity firms and the broader capital markets.
We seek opportunities to partner with strong management teams who have built the business delivering proven services or products with substantial growth potential looking for non-dilutive capital to facilitate the company going from good to great. We welcome investment referrals from investment banking firms, brokers, lenders, attorneys, accountants, consultants, business executives and other investors. All information provided to us is treated confidentially.
We support a wide array of transaction types, including, without limitation, expansion and growth capital, recapitalizations, refinancings, management buyouts and change of control transactions, and strategic acquisitions to support a company’s growth.
We invest in a wide range of industries, including areas where we have demonstrated experience, such as manufacturing, distribution, business services, logistics, consumer, healthcare, and financial services. Our prior experience across a broad range of industries helps us articulate a thoughtful approach toward due diligence and strategic planning.
Elevate Equity Capital provides flexible financing solutions to lower middle market companies including entrepreneur-owned companies, private equity sponsor-owned companies, and closely held private companies.
We take an opportunistic and flexible approach providing for a diverse range of transactions. We excel in customizing investments to fit the unique financial and strategic characteristics of each transaction. We are long term partners with the experience it takes to succeed.
We develop close partnerships with the companies in which we make investments. Typically, one or more principals or advisors will serve on the portfolio company’s Board of Directors. In addition, our support for our portfolio companies can involve additional consulting and advisory services from affiliated or third party sources. Our common goal with each of our portfolio companies is to maximize performance and value creation.
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