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

Matt 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
Portfolio & Select Prior Investments
Merlin Global Services
ON Services
Ambient Air
All Aboard America
AVL Digital
Library Systems & Services
Drake Waterfowl
Specialized Desanders
CV Holdings
St Croix Hospice
Meduit
Envocore
AGM Automotive
Fischbein
CIS Secure Computing
MVSC
Contact
Please reach out to a member of our team or email newdeals@concentricpartners.com to discuss potential investment opportunities.
  • Concentric Investment Partners
  • 900 Ridgefield Drive
  • Suite 270
  • Raleigh, NC 27609
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