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

$2 - $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-b

Brent Burgess

Managing Partner

bburgess@concentricpartners.com
matt-y

Matthew Young

Managing Partner

myoung@concentricpartners.com
corbin-g

Corbin Graves

Partner

cgraves@concentricpartners.com
Robbie-e

Robbie Edmiston

Senior Associate

redmiston@concentricpartners.com
michael-m

Michael Melvin

Senior Associate

mmelvin@concentricpartners.com
rachael-b

Rachael Butz

Controller

rbutz@concentricpartners.com
Portfolio & Select Prior Experience
SalesX
High_Speed_Gea_Comp_Tac
TAG
Merlin Global Services
ON Services
Ambient Air
All Aboard America
AVL Digital
Drake Waterfowl
Specialized Desanders
CV Holdings
St Croix Hospice
AGM Automotive
Fischbein
CIS Secure Computing
MVSC
News

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 8, 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 5, 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 1, 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