Investment Criteria

Equity Capital for Lower Middle Market Businesses

Elevate Equity is a private investment firm that invests in lower middle market companies across a range of industries. We seek add-on acquisitions while employing a patient, long-term approach to value creation across our portfolio.

Investment Structure

Various structures, including preferred, common equity, convertibles, and debt.

Investment Type

Management-backed leveraged buyouts
Recapitalizations
Growth capital
Corporate divestitures
Add-on acquisitions

Financial Profile

Revenue: Greater than $1 million
EBITDA: Greater than $500,000

Industry Experience

Business/Industrial Services
Niche Manufacturing
Healthcare Services
Value-added Distribution
Consumer Products and Services
Tech-enabled Services
Transportation & Logistics

Target Profile

Businesses with strong competitive positions in niche and/or fragmented industries
Tech-enabled services and opportunities to develop new products and services
Opportunity for market consolidation through add-on acquisitions
Companies with stable revenues, attractive cash flow characteristics and meaningful growth opportunities

Geography

Entire United States, prioritizing Nevada and New York.

Direct Lending for Lower Middle Market Businesses

Elevate Equity is focused on providing flexible capital to both sponsor and non-sponsor companies in the lower middle-market.