$2 - $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.
$2 - $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
Brent is a Managing Partner of Concentric. He is responsible for fundraising, investor relations, deal sourcing and overall strategy.
Prior to co-founding Concentric, Brent founded and served as the President of Granville Advisers, a boutique advisory and investment firm. Granville advises insurance companies and banks on their private credit investment strategy, advises early stage funds and companies on capital formation strategies and also invests in early stage companies and funds. Prior to Granville, Brent co-founded Triangle Capital Corporation. From 2002-2016, Brent was engaged in starting, taking public and building this investment company which focused on direct lending to lower-middle market companies. As the Chief Investment Officer and Chairman of the Investment Committee, Brent led $2.3 billion of investments in 165 private companies. Prior to Triangle, Brent worked at Oberlin Capital and Cherokee Investment Partners.
Since 2011, Mr. Burgess has served as an advisor and investment committee member of Sovereign’s Capital, an early stage venture fund with offices in Palo Alto, CA and Jakarta, Indonesia. Mr. Burgess is also an advisory board member of CoFounders Fund, an early stage venture fund based in Raleigh, NC, FMI Investment Partners, a private equity fund based in Raleigh, NC, and Cypress Hills Partners, a boutique merchant banking firm based in Vancouver, BC. Brent also serves as an advisor or board member of numerous small businesses. In addition to his for-profit ventures, Brent also serves on a number of non-profit boards, including Freedom United, the largest anti-slavery and human trafficking advocacy organization in the world.
Mr. Burgess earned a B.Ed. in History and Social Studies from the University of Regina, Canada in 1989, where he graduated with Great Distinction. He earned an MCS/MA from Regent College/University of British Columbia in Church History in 1993, where he was awarded the Board of Governor’s Prize and the History Prize.
Brent has been married for 25 years and is the proud father of two awesome kids. He likes to read, is an avid cyclist, ever hopeful Carolina Hurricanes fan and will generally do whatever his daughter Anna asks him to do.
Matt is a Managing Partner, Co-Founder, and Investment Committee member of Concentric. He participates in the management of the firm and leads the investment team responsible for deal sourcing, underwriting, execution and portfolio monitoring.
Prior to co-founding Concentric, Matt was a Managing Director at Triangle Capital Corporation where he led or underwrote 26 platform investments involving well over $500 million of invested capital. During his tenure he served as a member of the Investment Committee and as a named Principal for each of Triangle’s three SBIC funds including as a co-founder of Fund III. Mr. Young also served as a Vice President for Cherokee Investment Partners, a $1.2 billion real estate private equity fund focused on the sustainable redevelopment of environmentally distressed properties. While there he was involved in transactions with a debt and equity valuation of $140 million and an ultimate development value of over $1.5 billion.
He is a Phi Beta Kappa graduate of the University of North Carolina at Chapel Hill where he earned a BA with distinction in Political Science. Additionally, he earned both a JD and an MBA from the University of Virginia where he was a member of the Raven Society. Mr. Young is a member of the North Carolina Bar and an active participant in the community where he serves as a board member and advisor to several non-profits. He currently serves as the Chairman of the Board of Trinity Academy and on the UNC Board of Visitors. Matt has been friends with his wife for close to 30 years, married for 15, and they have three wonderful kids. When not spending time with them he is reading, playing golf or coaching youth sports.
Corbin is a Partner, Co-Founder, and Investment Committee member of Concentric. He is primarily responsible for deal sourcing, execution and portfolio monitoring while also overseeing the firm’s back office functions.
Prior to co-founding Concentric, Corbin worked at Triangle Capital Corporation investing debt and equity capital in the lower middle-market. While there, he underwrote and closed $660 million of investments in 45 platform companies and over 20 add-on transactions. He also created much of Triangle’s initial operational infrastructure and systems related to deal sourcing and underwriting, portfolio valuations, portfolio monitoring, corporate budgeting, information technology, and employee recruitment, training, and development. Prior to working at Triangle, Corbin was a staff accountant for Ernst & Young.
Corbin has a BS in Business Administration and Master of Accounting degree from UNC-Chapel Hill and holds an active CPA license in North Carolina. When he isn't working, Corbin enjoys going on adventures with his wife and three children. He plans to continue playing soccer and skiing for as long as his legs allow. He and his wife are active in their local Young Life area, with Corbin currently serving as the Committee Chairman.
Robbie is a Senior Associate and founding team member of Concentric. He is responsible for sourcing, underwriting, and executing new investment opportunities as well as monitoring portfolio companies post-closing.
Prior to joining Concentric, Robbie was an Associate at Plexus Capital, where he underwrote and monitored lower-middle market debt and equity investments. Robbie began his career as an Analyst at Triangle Capital Corporation.
Robbie has a BS in Business Administration from UNC-Chapel Hill at the Kenan-Flagler Business School. He has also completed Levels I and II of the CFA Program. Outside of the office, Robbie enjoys going on trips with his wife, trying new restaurants in Raleigh, and spending time with his extended family.
Michael is a Senior Associate and founding team member of Concentric. He is primarily responsible for sourcing, underwriting, and executing new investment opportunities as well as monitoring portfolio companies post-closing.
Prior to Concentric, Michael spent five years developing relationships with and investing in small businesses across the country. He served as an Associate with Plexus Capital and held Associate and Analyst roles at Triangle Capital Corporation where he worked closely with the founding members of Concentric.
Michael received a BS in Business Administration and a minor in History from UNC-Chapel Hill. He is a proud husband and uncle, lifelong Tar Heel fan, and an active member of a local church and Bible Study Fellowship (BSF). Michael is an outdoorsman who loves to hunt and fly fish, especially with his dad and two brothers.
Last updated: May 4, 2021
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Your privacy is important to Concentric Investment Partners, LP and its affiliates (together, “Concentric,” “our,” “us,” “we” or “company”). To better protect your privacy, we are providing information explaining our online information practices.
We may collect various types of information from users of this website. Concentric generally does not, however, collect any personally identifiable information such as names, home addresses or e-mail addresses from users of this website, unless a user contacts us directly.
The transmission of information and data via the Internet is not completely secure. Although we make an effort to protect your personal data, we cannot guarantee the security of any information or data transmitted to or through our website; any transmission of information or data by you to or through this website is at your sole risk.
You represent to Concentric that you have the authority to visit this website. This website is only intended for individuals who are at least 18 years of age. We do not knowingly encourage or solicit visitors to this website who are under the age of 18 or knowingly collect personal information from anyone under the age of 18 without parental consent. If we learn we have collected or received personal information from an individual under the age of 18, we will delete that information.
This website uses Google Analytics, which collects information on site visitors and usage through cookies. (For more information on how Google Analytics collects and processes data, visit www.google.com/policies/privacy/partners). By using the site you hereby understand and consent to Google’s collection and processing of any data submitted by you to Concentric (including personally identifiable information such as IP address, domain name, webpage, the length of time spent on the site, or the pages accessed while visiting the site).
You may access any personally identifiable information we have about you by contacting us at firstname.lastname@example.org .
Please review the Terms and Conditions on our website prior to accessing this website.
We collect limited types of personal information through our website and investor reporting portals as well as through other electronic communications (e.g., emails), as applicable (collectively, the “Website”). The types of personal information we collect about you depend on the nature of your interaction with us. The categories of personal information we have collected from individuals on this Website over the last twelve (12) months may include the following:
We do not knowingly collect or solicit personal information from anyone under the age of 18.
In connection with forming and operating our Website, we collect and maintain your nonpublic personal information from the following sources:
We may combine personal information that you provide to us with information that we collect from or about you from publicly available sources. This will include information collected in an online or offline context.
We will use your personal information for one or more of the following business purposes:
Additionally, we may use your personal information to keep you informed of our products and services, if you have provided your consent to us doing so, or where we have an existing relationship with you and we wish to contact you about products and services similar to those which we provide you, in which you maybe interested. You may opt-in to certain kinds of marketing, or all forms of marketing at any time, by contacting us and you may unsubscribe to receiving emails by clicking on the “opt-out” or “unsubscribe” link provided in all our marketing emails.
We do not sell any of the personal information we collect about you to third parties.
We do not disclose any nonpublic personal information about you to anyone, except as permitted or required by law or regulation and to affiliates and service providers, including but not limited to service providers, employees, agents, contractors, consultants, professional advisers, lenders, data processors and persons employed and/or retained by them. We may also disclose your information to other parties as maybe required by law or regulation, or in response to regulatory inquiries.
Within the last twelve (12) months, we have shared each of the categories of personal information collected in connection with this website with affiliates and service providers as set forth above in “What information do we collect about you?”
We may also share your personal information with applicable third parties in the event of a reorganization, merger, sale, acquisition, assignment, bankruptcy proceeding, or other disposition of all or a portion of our business, assets, or shares.
We consider the protection of sensitive information to be a sound business practice, and to that end we employ appropriate organizational, physical, technical, and procedural safeguards, which seek to protect your personal information in our possession or under our control to the extent possible from unauthorized access and improper use.
Deletion Rights: You have the right to request that we delete any of your personal information that we retain, subject to certain statutory exceptions, including, but not limited to, our compliance with U.S., state, local and non-U.S. laws, rules and regulations. We will notify you in writing if we cannot comply with a specific request and provide an explanation of the reasons.
Disclosure and Access Rights: You have the right to request that we disclose to you certain information regarding our collection and use of personal information specific to you over the last twelve (12) months. Such information includes:
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For any requests relating to the exercise of your rights under the CCPA, or questions regarding our processing of your personal information, please submit or have your authorized representative submit a request and telephone number by email at the following address: email@example.com .
We will contact you to confirm receipt of your request under the CCPA and request any additional information necessary to verify your request. We verify requests by matching information provided in connection with your request to information contained in our records. Depending on the sensitivity of the request and the varying levels of risk in responding to such requests (for example, the risk of responding to fraudulent or malicious requests), we may request further information or your investor portal access credentials, if applicable, in order to verify your request. You may designate an authorized agent to make a request under the CCPA on your behalf, provided that you provide a signed agreement verifying such authorized agent’s authority to make requests on your behalf, and we may verify such authorized person’s identity using the procedures above.
Your privacy is important to Concentric Private Equity Partners, LP and its affiliates (together, “Concentric,” “our,” “us,” “we” or “company”). To better protect your privacy, we are providing information explaining our online information practices.
We rely on various legal bases under applicable data protection legislation in order to process your personal information (e.g., name, title, address, email, date of birth, IP address, financial data, username, password, etc.), including our legitimate interests, contractual necessity and as required by law. We use the personal information we collect to operate our business and provide you with the services and products we offer and perform essential business operations. We do not collect any special categories of personal information about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sexual orientation, political opinions, trade union membership, information about your health and genetic and biometric data). Nor do we collect any information about criminal convictions and offences.
If we require your personal information due to a legal requirement, obligation, or in order to perform a contract with you, we will make you aware of this at the time we collect your personal data, and the possible consequences of you failing to provide this personal data. Failure to provide this information means that we cannot provide our services or products to you. In this case, we may have to cancel a product or service you have with us but we will notify you if this is the case at the time.
Further information about the legal bases under which we process your personal information is included in the section headed “Why we use your personal information.”
We collect your personal information when you decide to interact with us and we only collect the information necessary to carry out our business for the purposes set out below. You can provide us with personal information via online form, email, post, telephone and this website and when you log into the investor online portal. We also collect information about you through automated technology.
We also process information in relation to companies that we are evaluating in connection with a potential investment in or purchase of such companies. In this situation, your personal data will be provided to us by third parties involved in that potential transaction (including the target of any investment).
To the extent that you provide us with any personal information, through or in connection with this website (i.e., via online form, telephone, email or post) or the investor online portal, we may use such information for the following purposes:
|To provide you with the services or products you have requested||Contractual necessity|
|To keep a record of your relationship with us||Legitimate interest|
|To verify your identity||Legal requirement|
|To conduct due diligence activities in connection with an actual or prospective corporate transaction or investment with respect to which we are party to||Legitimate interest|
|Fraud and abuse prevention||Legitimate interest|
|Litigation management and conducting internal audits and investigations||Legitimate interest|
|To administer and protect our business and this website||Legitimate interest|
|To make suggestions and recommendations to you about goods or services that may be of interest to you.||Legitimate interest|
No automated decision-making, including profiling, is used when processing your personal information.
We may send you direct marketing communications to keep you informed of our products and services in which you might be interested either where we have obtained your prior consent or based on our legitimate business interests where we have an existing relationship with you and we wish to contact you about similar products or services in which you may be interested. You may opt-in to certain kinds of marketing, and all forms of marketing at any time, by contacting us at firstname.lastname@example.org. You can also click on the unsubscribe link provided in our marketing emails, if applicable, or by contacting us at email@example.com .
The transmission of information and data via the Internet is not completely secure. Although we do our best to protect your personal data, we cannot guarantee the security of any information or data transmitted to or through this website; any transmission of information or data by you to or through this website is at your sole risk.
Your personal information will be shared with and processed by our affiliates and certain service providers as necessary to fulfil the purposes set out in this policy, including service providers, employees, agents, contractors, consultants, professional advisers, lenders, data processors and persons employed and/or retained by any of the foregoing. We seek assurances that our standards for data security are met by anyone who enters into an agreement providing a service to, or for us, involving personal data. To the extent your personal information is transferred to countries outside of the EEA, such transfers will only be made in accordance with applicable data privacy laws. For further information about the safeguards/derogations used, please contact us at firstname.lastname@example.org .
We reserve the right to disclose your personal information as required by law, or when we believe that disclosure is necessary to protect our rights and/or comply with a judicial proceeding, court order, request from a regulator, national security, for the purposes of public importance or any other legal or investigatory process involving us. Should we, or any of our affiliated entities, be the subject of a takeover, divestment or acquisition, we may disclose your personal information to the new owner of the relevant business and their advisors on the basis of our legitimate interest.
We are committed to protecting the personal information you entrust to us. We adopt robust and appropriate technologies and policies, so the information we have about you is protected to the extent possible from unauthorized access and improper use. In addition, we limit access to your personal information to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.
We have put in place procedures to deal with any suspected personal information breach and will notify you and any applicable regulator of a breach where we are legally required to do so.
This website is only intended for individuals who are at least 18 years of age. We do not knowingly encourage or solicit visitors to this website who are under the age of 18 or knowingly collect personal information from anyone under the age of 18 without parental consent. If we learn we have collected or received personal information from an individual under the age of 18, we will delete that information.
You have the right to access the personal information we hold about you, and there are many ways you can control the way in which and what information we store and process about you. To exercise these rights and controls, please contact us at email@example.com.
We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal information (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.
Should you wish to lodge a complaint with regards to how your personal information has been processed by us, please contact your local supervisory authority. In the UK, this is the Information Commissioner’s Office – https://ico.org.uk/global/contact-us.