Serving the lower-middle market with stewardship, teamwork, and humility

About
Concentric Investment Partners is a private investment firm that provides debt and equity capital to U.S. businesses.

We are experienced

Our team has an extensive track record investing together across a wide range of market conditions and has invested in more than 100 lower-middle market businesses over the past three decades.

We are thoughtful

Our approach to investing is marked by thoughtfulness, flexibility, and responsiveness. We encourage you to speak with those who have worked with us.

We are collaborative

We are more than lenders - we are partners, helping our portfolio companies achieve their goals and magnify their positive impact on their employees, communities, and industries.

Core Values
StewardshipStewardship

To be entrusted with others’ capital is a serious charge and high calling. Our success is measured by adherence to our core values and the financial returns delivered to our investors.

TeamworkTeamwork

We achieve better results when we work collaboratively. Our success starts and ends with authentic relationships. Doing good work with great people is a lot of fun.

HumilityHumility

We aspire to put the needs of others before our own; we seek to be givers, not takers. We make mistakes and we admit them. We seek to learn from others and to accept feedback.

Investment Criteria

EBITDA

$3 - $15 million

Industries

U.S. businesses in all industries (no real estate, start-ups, or turnarounds)

Investment Size

$5 - $20 million

Can lead transactions as large as $50 million


Deal Partners

  • Private equity funds
  • Independent sponsors
  • Family offices
  • Search funds
  • Business owners / management

Transactions Types

  • Buyouts / changes of control
  • Acquisitions
  • Debt refinancings
  • Minority recapitalizations
  • Growth capital

Securities

  • Unitranche debt
  • Subordinated debt
  • Debt with warrants
  • Preferred equity
  • Common equity

Team

Brent Burgess

Brent Burgess

Managing Partner

bburgess@concentricpartners.com
Matthew Young

Matthew Young

Managing Partner

myoung@concentricpartners.com
Corbin Graves

Corbin Graves

Partner

cgraves@concentricpartners.com
Robbie Edmiston

Robbie Edmiston

Vice President

redmiston@concentricpartners.com
Michael Melvin

Michael Melvin

Vice President

mmelvin@concentricpartners.com
Jeff Kenna

Jeff Kenna

Senior Associate

jkenna@concentricpartners.com
Will Westbrook

Will Westbrook

Senior Analyst

wwestbrook@concentricpartners.com
David McNamara

David McNamara

Controller

dmcnamara@concentricpartners.com
Portfolio & Select Prior Experience
News

May 01, 2024

Concentric Announces Investment in USA Industries

Concentric Investment Partners (“Concentric”) is pleased to announce a new investment in USA Industries...

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March 19, 2024

Concentric Announces Investment in Canvas

Concentric Investment Partners (“Concentric”) is pleased to announce a new investment in Canvas...

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January 09, 2024

Concentric Announces Investment in CarePartners Pharmacy

Concentric Investment Partners (“Concentric”) is pleased to announce a new investment in CarePartners...

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September 20, 2023

Concentric Invests in Royalty Roofing & Majestic Facility Experts

Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has...

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June 29, 2023

Concentric Invests in Oilex

Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has closed an investment in Oilex...

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December 30, 2022

Concentric Invests in Peak Nutritional Products

Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has closed an investment in Peak Nutritional Products ("Peak")...

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October 07, 2022

Concentric Invests in One Source Communications

Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has closed an investment in One Source Communications ("One Source")...

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December 31, 2021

Concentric Invests in SkyMark Refuelers

Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, is excited to announce an investment in SkyMark Refuelers (“SkyMark”)...

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December 30, 2021

Concentric Invests in Ro Health

Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has closed an investment in Ro Health, a provider of healthcare staffing solutions primarily on the West Coast...

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November 10, 2021

Concentric Closes Investment in Modani

Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, is pleased to announce an investment in Modani, a provider of modern furniture and home decor products...

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November 01, 2021

Concentric Closes Investment in Made By The Water

Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has closed an investment in Made By The Water, a craft beer company with three brands - Oyster City Brewing Company...

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September 30, 2021

Concentric Invests in Sales Xceleration

Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has closed an investment in Sales Xceleration, a provider of sales leadership services for small and mid-sized businesses...

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September 08, 2021

Concentric Closes $266 Million SBIC Fund

Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, announced today that it held a final closing of its inaugural fund,Concentric Partners I, LP (the "Fund")...

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June 10, 2021

Concentric Announces Closing of Second Investment

Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, is excited to announce the closing of an investment in a North Carolina-based manufacturing business. The financing represents the second platform....

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May 17, 2021

Concentric Hires Rachael Butz as Controller

Concentric is proud to announce the addition of Rachael Butz as Controller and the newest member of the Concentric team. As Controller, Rachael is responsible for financial reporting, treasury management, SBA reporting, and financial planning...

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April 05, 2021

Concentric Announces SBIC License Approval for Inaugural Fund

Concentric Investment Partners (“Concentric”) is pleased to announce that its inaugural fund has been approved for a Small Business Investment Company (SBIC) license by the U.S. Small Business Administration...

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April 01, 2021

Concentric Completes First Portfolio Investment

Concentric Investment Partners (“Concentric”) has closed an investment in Tax Advisors Group (“TAG” or the “Company”), a tech-enabled business service provider that specializes in property tax advisory services. The investment in TAG is Concentric’s first investment in its inaugural fund...

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Contact
Please reach out to a member of our team to discuss potential investment opportunities.
  • Concentric Investment Partners
  • 900 Ridgefield Drive
  • Suite 270
  • Raleigh, NC 27609
  • Linkedin