EBITDA
$3 - $15 million
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.
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.
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.
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.
$3 - $15 million
U.S. businesses in all industries (no real estate, start-ups, or turnarounds)
$5 - $20 million
Can lead transactions as large as $50 million
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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