Consumer Private Equity Firms in North America

1932 Capital Management is a single-family office established in 2019 by the Brown family, focusing on strategic investments in family and founder-owned businesses across North America. The firm employs a long-term investment approach with patient capital, seeking to partner with companies that align with its entrepreneurial spirit and core values of integrity, family, and people. Their investment strategies encompass control, minority, and venture-stage investments, demonstrating flexibility in their engagement with portfolio companies.The roots of the Brown family's business legacy trace back to 1932, when Israel Brown founded National Freight, which has since evolved into NFI, a prominent North American third-party logistics company with over 18,000 employees. This multi-generational entrepreneurial background, spanning over 90 years, has informed the family's extensive experience in owning, operating, and investing in closely held businesses, ultimately leading to the formation of 1932 Capital Management. The firm views itself as operators at heart, prioritizing the well-being of each business and its people.While the firm's website indicates over 100 investments in closely held companies, specific portfolio companies are not publicly detailed. Their venture investing arm, NFI Ventures, specifically targets early-stage companies driving innovation and disruption within the supply chain and logistics industry. Minority investments are opportunistic and flexible, spanning various sectors and company stages, including consumer technologies, food & beverage, hospitality, retail, industrials, and other dynamic industries. They partner with innovative entrepreneurs directly or support experienced sponsors.The firm's leadership includes Jared Szychter, who leads 1932 Capital Management and collaborates with the fourth generation of the Brown family to oversee NFI Ventures. This blend of family legacy and dedicated leadership brings a unique operational expertise and a collaborative, patient approach to their investments, aiming for long-term success for their portfolio companies.

2PointZero Group PJSC is a next-generation investment powerhouse based in Abu Dhabi, United Arab Emirates. The firm focuses on two multi-trillion-dollar sectors: Energy and Consumer, which are fundamental to everyday life and the new economy. Leveraging an AI-enabled, diversified portfolio, 2PointZero aims for efficiency, synergy, and compounding returns, driving sustainable growth through disciplined capital allocation, operational excellence, and digital integration. The firm's investment strategy is global, seeking opportunities to catalyze profitable growth through technology across its various business verticals.The current entity, 2PointZero Group PJSC, was formed in 2023 through a significant consolidation of major Abu Dhabi platforms, including Multiply Group and Ghitha Holding, under the umbrella of International Holding Company (IHC). The company officially changed its name from Multiply Group PJSC to Two Point Zero Group P.J.S.C in November 2025. This strategic restructuring aimed to create a robust and diversified investment platform with substantial assets, positioning it for transformative impact globally.2PointZero has made several notable investments and acquisitions. In March 2026, the firm completed a majority acquisition in Italy-based ISEM Packaging Group, a leading European packaging company serving luxury, beauty, and food sectors. The same month, its subsidiary IRH secured a 20-year LNG supply from Mexico's AMIGO LNG Project, and the group invested in WHOOP's Series G financing, a prominent consumer health and wellness technology platform. Additionally, 2PointZero acquired a 100% stake in Traverse Midstream Partners LLC, a US natural gas infrastructure firm, further expanding its energy portfolio in North America.The firm's leadership includes Sheikh Zayed bin Hamdan bin Zayed Al Nahyan as Chairman and Samia Bouazza as CEO. 2PointZero emphasizes the disciplined use of AI and advanced data capabilities to enhance decision-making, unlock new revenue streams, and ensure efficient, responsible growth across its extensive portfolio. The group's strategic focus spans high-growth sectors, including food security, advanced energy, and renewables, with plans to capitalize on demographic shifts and rising demand for consumer goods in emerging markets.

Aakash Emprise is an investment firm dedicated to cultivating success by supporting and growing impactful businesses. The firm provides both capital investments and strategic guidance to high-potential small and medium-sized enterprises (SMEs) and select start-ups. Their mission is to create meaningful change by fostering businesses that offer impactful solutions while generating long-term value for investors and global communities. Aakash Emprise takes a long-term view on building companies with a positive societal or environmental impact, focusing on sectors essential to society such as education, healthcare, wellness, food, and energy.The firm was founded in 2021 by Mr. Aakash Chaudhry, who brings extensive experience from his role as Co-founder, Managing Director, and CEO of Aakash Educational Services Limited (AESL) until 2023. Prior to his tenure at AESL, Mr. Chaudhry worked with leading IT companies like Infosys Technologies and Cognizant Technology Solutions. Aakash Emprise operates as his family office, through which he makes investments in private and public markets. He is also currently leading Aakash Life, a healthcare, beauty, and wellness retail business, and Sparkl Eduventures Pvt. Ltd., an online tutoring venture.Aakash Emprise's portfolio includes notable investments across various sectors. Key portfolio companies and successful exits include Simplilearn, an online training and professional certification course provider, and VLCC, an operator of wellness and beauty services centers, both of which have been acquired. Other investments include Bombay Shaving, Heyo, Dextres, Xume, Yuno Learning, Plutos ONE, HONO, Inc42, National Stock Exchange of India (NSE), and Xyone. These investments span areas from online education and personal care to financial technology, human capital management, and biotechnology.The team at Aakash Emprise, led by Mr. Aakash Chaudhry, leverages decades of experience in building and growing large enterprises. Mr. Chaudhry's background in education and IT, coupled with his strategic vision, enables the firm to offer tailored advice and comprehensive support to its portfolio companies. The firm emphasizes partnership development, forging strategic alliances with industry experts, investors, and thought leaders to provide resources and mentorship, empowering entrepreneurs to thrive and turn innovative ideas into successful ventures. The team, comprising 7 members including 2 partners and 1 principal, is committed to developing and implementing socially and environmentally responsible practices across all business development areas.

Abacus Finance Group is a New York City-headquartered investment firm specializing in providing tailored senior debt credit solutions to lower-middle market companies. The firm primarily partners with private equity- and family office-backed businesses, focusing on those with EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) between $2 million and $15 million. Abacus Finance is known for its cash flow-based senior secured loans, emphasizing speed, transparency, and reliable execution in its financing processes.Founded in 2011 by Tim Clifford and Sean McKeever, Abacus Finance Group has grown significantly, surpassing $2.8 billion in total financing by 2022 and managing approximately $1.4 billion in assets. The firm operates with a "Total Partnership Approach™," aiming to build deep, long-term relationships with its clients and portfolio companies. This approach underscores their commitment to understanding unique needs and working collaboratively throughout the transaction lifecycle.Abacus Finance Group has a diverse portfolio, having invested in over 120 platform companies and facilitated more than 70 add-on acquisitions. Notable transactions include providing senior debt financing for WestView Capital Partners’ investment in Benefits All In and supporting the growth equity investment in Hoist Global Tech Solutions. The firm also engages in equity co-investments, demonstrating a flexible approach to supporting its partners.The firm's core team has remained largely intact since its inception in 2011, bringing over 125 years of combined leveraged finance experience. Key leadership includes CEO & Founding Partner Tim Clifford and President & Founding Partner Sean McKeever. This experienced team is dedicated to integrity, creativity, and continuous improvement, ensuring a consistent and high-quality partnership experience for their clients.

Accolade Partners is a prominent alternative asset platform established in 2000, specializing in fund-of-funds investments across venture capital, growth equity, and blockchain strategies. The firm primarily targets the technology and healthcare sectors, seeking to construct concentrated portfolios of difficult-to-access funds. They also engage in selective direct co-investments alongside their roster of fund managers, aiming to enhance their fund's overall strategy.Founded by Joelle Kayden, Accolade Partners has grown to manage billions in assets, serving a diverse investor base that includes endowments, foundations, family offices, and institutional investors. The firm's investment approach emphasizes independent thinking, disciplined strategy, and a focus on building high-quality, complementary portfolios. Joelle Kayden's extensive background in technology investment banking, including her role as the first CFO of ABS Ventures, laid the groundwork for Accolade's establishment and its enduring focus on the venture ecosystem.Accolade Partners has a history of investing in underlying funds that back notable companies. While primarily a fund-of-funds, their portfolio has seen indirect exposure to entities such as Andreessen Horowitz, Accel, and Kleiner Perkins. Direct investments have included companies like Avant, KnowBe4, Acquia, TigerConnect, eHealth Technologies, A Cloud Guru, and Sun Basket, spanning sectors like enterprise applications, enterprise infrastructure, and consumer technology.The firm's team, led by founding and managing partner Joelle Kayden, includes experienced professionals such as Caitlin Mulligan (Partner, General Counsel), Meera Patel (Partner), and Andrew Salembier (Partner, COO). The team's collective expertise spans investment management, legal and compliance, and operations, enabling Accolade Partners to identify and partner with top-tier fund managers and navigate complex investment landscapes.

Founded in 1984, Advent International is one of the largest and most experienced global private equity firms. With decades of industry leadership, it has established a strong track record of successful investments and deep sector expertise. Advent has invested in over 420 private equity transactions across 43 countries. The firm partners with management teams to accelerate growth through strategic support, operational improvement, and long-term vision alignment. With $94 billion in assets under management as of December 31, 2023, Advent primarily focuses on buyouts and growth equity investments across five key sectors, maintaining a flexible and globally integrated approach.

AIM13, also known as Alternative Investment Management, LLC, is an independent, privately-held, and owner-operated investment management firm. Registered with the Securities and Exchange Commission as an Investment Adviser since 2012, the firm partners with a diverse range of investors, including individuals, family offices, foundations, endowments, corporate and public pension plans, and other tax-exempt entities. AIM13 emphasizes a thoughtful approach to investing across various asset classes, striving to provide a competitive edge to its partners through distinct, dynamic partnerships, extensive due diligence protocols, and powerful networks. The firm invests alongside its partners, offering its considerable investment experience, comprehensive due diligence, and transparency to facilitate access to what it considers the industry’s most sought-after investment professionals.The firm's origins date back to 1999, when two families initiated a partnership primarily focused on private equity and hedge fund strategies. By 2003, AIM13 strategically expanded its network by incorporating value-add partners, including CEOs, heads of private equity firms, finance professionals, lawyers, bankers, and former government officials. This expansion significantly enhanced their sourcing, access, and due diligence capabilities. In 2006, the firm began accepting tax-exempt capital, attracting investments from foundations, endowments, pensions, and non-US partners. AIM13 manages approximately $1.7 billion in assets, with over 20% of this capital originating from internal and affiliated individuals, demonstrating a strong alignment of interest with its partners.AIM13 specializes in providing selective, integrated exposure to a variety of investment strategies. Their investment focus spans private equity, hedge funds, real estate, and credit opportunities. The firm is recognized for its rigorous due diligence and unique access to investment professionals, particularly in areas involving dual-use technologies and government contracting, as evidenced by their strategic advisors' backgrounds. They seek opportunities across diverse sectors including aerospace & defense, technology, healthcare, financial services, energy, consumer, business services, and materials. The firm's culture is deeply rooted in fostering an ultimate alignment of interest among itself, its partners, and the investment professionals with whom they collaborate.The team at AIM13 comprises experienced professionals, including Jonathan Harris as CEO, and partners Diana Cantor, Susan Mays, Peter Brown, and Phil Villhauer. Seth Rosenblatt serves as Chief Financial Officer. The firm also benefits from a CIO Advisory Council and Senior Advisors, such as retired Four-Star General Scott Miller, former CIA Officer Alec Bierbauer, and former CIA Chief Information Security Officer Robert Bigman, whose expertise contributes to the firm's differentiated insights, particularly in areas like government and commercial customer connectivity for dual-use technologies.

Alitus Partners is a St. Louis, Missouri-based investment and management company established in 2014. The firm focuses on providing capital and operational expertise to small and lower middle-market businesses to enhance growth and support infrastructure development. They distinguish themselves as long-term investors, typically holding investments for 10 to 20 years, which allows for strategic decisions that prioritize sustained growth over short-term financial metrics. Alitus Partners adopts a hands-on, operationally-focused approach, partnering with existing management teams rather than replacing them, and encouraging equity rollover from key operators.The firm was founded with the mission to build companies that build America, leveraging the extensive operating experience of its principals. The founders collectively possess over 100 years of operating experience, having successfully built their own businesses into industry leaders. This deep operational background allows Alitus Partners to understand and address the growth hurdles faced by small business owners, providing strategic guidance and operational resources to overcome these challenges.Alitus Partners' portfolio includes companies such as SolutionWorks, a provider of paintless dent repair services, and ATRO Engineered Systems, a designer and manufacturer of polyurethane parts for heavy-duty trucks and equipment. Other notable investments include Streamline Recon, an automotive reconditioning company, and Hulsey Environmental Services, which offers non-hazardous liquid waste management solutions. The firm actively seeks investment opportunities across various transaction types, including buyouts, corporate carve-outs, growth capital, management buyouts, and recapitalizations, targeting businesses with revenues between $5 million and $100 million and EBITDA of $3 million to $20 million.The team at Alitus Partners comprises experienced professionals with a blend of operating and investment backgrounds. Key team members include Keith S. Harbison, Founder and Managing Partner, who has a history of building and exiting significant manufacturing businesses. Other team members like Walker Harbison, Director, bring private equity experience from global firms, while Taylor Harbison, Director of Operations, contributes extensive leadership experience from the food service industry. The team's collective expertise and operational focus are central to their strategy of partnering with and growing small businesses.

Almoayed Investments BSC (c) is a distinguished holding company based in Bahrain, established in 1998. The firm is dedicated to fostering long-term and sustainable growth by bringing value, innovation, and impetus to the markets in which it operates. With a track record spanning over two decades, Almoayed Investments strategically deploys capital across a diverse range of sectors, including Real Estate, Travel, Technology, Contracting, Transportation, and Food & Beverage. The firm actively seeks to expand its footprint through investments in early-stage start-ups, new ideas, and emerging technologies, reflecting a commitment to entrepreneurial development and market evolution.The genesis of Almoayed Investments in 1998 was driven by a vision to create a robust vehicle for housing and supporting new business ventures. This initiative aimed to generate economic benefits, including job creation and service opportunities, within Bahrain and the broader GCC region. Initially focusing on services, the firm diversified its interests into lifestyle and retail pursuits. Today, Almoayed Investments prides itself on a dynamic and passionate team that steers its subsidiaries and investments, consistently nurturing innovative concepts from inception and supporting entrepreneurs in realizing their visions.Almoayed Investments' portfolio is built on a foundation of family values and corporate citizenship, encompassing investments in both the MENA and North American markets. Notable investments include BizzTM, an India-based company in the consumer, retail, and technology sectors, which received a Seed round investment of $1.2 million in 2021. Additionally, through its venture capital arm, Almoayed Technologies, the firm participated in a $13 million Seed round for Tarabut, a Bahrain-based FinTech company specializing in enterprise applications and financial services. The firm's investment strategy emphasizes relentless value creation through growth and diversification.The executive leadership team at Almoayed Investments comprises Khalid Almoayed as Chairman, Sofyan Almoayed as Managing Director, and Abdulrahman Almoayed as Director. This experienced management team is committed to achieving sustainable and profitable growth through ambitious leadership and calculated decision-making. The firm's mission is to nurture systematic growth through strategic business investments, effective management of its existing portfolio, and a dedication to stakeholder satisfaction, ensuring a positive impact on the communities it serves for generations to come.

Alpha Wave Global, originally established as Falcon Edge Capital in 2012, is a prominent global alternative asset manager. The firm operates across various verticals, including private equity, private credit, public markets, and venture capital, with a strategic focus on growth and expansion-stage companies worldwide. Alpha Wave Global aims to be a long-term partner to founders and management teams, providing both capital and strategic guidance to foster company growth and innovation.The firm was founded by Rick Gerson, Navroz D. Udwadia, and Ryan Khoury. Rick Gerson, who serves as Co-Founder, Chairman, and Chief Executive Officer, previously held a significant role as a Founding Member and Managing Director at Blue Ridge Capital for 15 years. Alpha Wave Global manages a series of funds, including Alpha Wave Ventures and Alpha Wave Incubation, targeting diverse investment opportunities globally.Alpha Wave Global has built an extensive portfolio of over 200 investments, backing high-profile companies such as SpaceX, Lenskart, and Ola Electric. Other notable investments include Advanta Seeds, Metsera, ZEDEDA, HiBob, Anthropic, Hunch, and the Mensa Group. The firm's investment strategy spans a wide array of sectors, including information technology, fintech, artificial intelligence (AI), life sciences, consumer internet, B2B sectors, cultivation, drug discovery, business/productivity software, agritech, biotech, energy & utilities, hardware, robotics & IoT, legal & professional services, pharma, real estate & proptech, sharing economy, software & apps, food products, and healthcare.With offices in major global hubs such as New York, Miami, London, Abu Dhabi, Tel Aviv, Bangalore, Jakarta, Sydney, Mumbai, and New Delhi, Alpha Wave Global manages approximately $19.4 billion in assets under management as of December 31, 2024. The firm's approach emphasizes identifying and supporting companies that are poised to disrupt industries and create significant value.

American Securities is a leading U.S. private equity firm that partners with existing management teams to invest in and grow market-leading businesses. The firm focuses on generating superior returns for its investors by taking a long-term, strategic approach to value creation. Their investment philosophy emphasizes honesty, true partnership, respect, and a commitment to fostering an inclusive environment. American Securities typically targets North American companies with annual revenues generally ranging from $200 million to $2 billion and/or $50 million to $250 million of EBITDA.The firm's origins trace back to a family office founded in 1947 by William Rosenwald, an heir to the Sears, Roebuck & Co. fortune. In 1994, under the leadership of Michael Fisch, American Securities opened its private equity investment activities to outside investors, establishing itself as a prominent player in the private equity landscape. Since then, the firm has built a strong track record of value creation, completing numerous platform investments and add-on acquisitions across various funds.American Securities boasts a diverse portfolio spanning a wide array of industries. Notable past and current investments include companies in sectors such as industrials (e.g., Acuren, Integrated Global Services), manufacturing (e.g., Advanced Drainage Systems, Chromaflo Technologies, Tekni-Plex), business services (e.g., Aramsco, Presidio), healthcare (e.g., The Aspen Group, SpecialtyCare), consumer products (e.g., El Pollo Loco, Milk Specialties Global), technology (e.g., Trace3, NWN Carousel), education (e.g., Learning Care Group, FullBloom), materials and chemicals (e.g., Hexion, Prince, Vibrantz Technologies), energy infrastructure (e.g., SOLV Energy, Delphi Midstream Partners), and aerospace & defense (e.g., Amentum, Robertson Fuel Systems).The firm's team comprises experienced professionals across investment, capital markets, resources, strategy, operations, human capital, IT, data science, financial performance, ESG, investor relations, legal, compliance, tax, and human resources. This extensive internal expertise allows American Securities to provide comprehensive support to its portfolio companies, working closely with management teams to develop and implement strategic initiatives, drive operational improvements, and achieve long-term success.

Apax Digital Growth is the dedicated growth equity arm of Apax Partners, a leading global private equity advisory firm. The firm focuses on activating technology leaders by partnering with exceptional entrepreneurs to accelerate their path to scale and build better businesses. Apax Digital specializes in growth equity and buyout investments in high-growth enterprise software, internet, and technology-enabled services companies worldwide, leveraging Apax's deep tech investing expertise, global platform, and specialized operating experts.Apax Digital was officially launched in 2017 with the successful final close of its first dedicated Digital fund, the Apax Digital Fund, at its $1 billion hard cap. This initiative was a natural extension of Apax Partners' long-standing success and experience in the technology sector, which spans over three decades. Marcelo Gigliani is recognized as a co-founder and Managing Partner of Apax Digital, playing a pivotal role in its establishment and strategic direction.The firm makes both minority and buyout investments, targeting individual equity investments typically ranging from $30 million to $150 million, with the capacity for larger investments alongside limited partners. Notable companies within its portfolio include Moda Operandi, Wizeline, Signavio, Accurate Background, Boats Group (BoatTrader), Dealer.com, idealista, MetaMetrics, Solita, SoYoung, Trader Corporation (AutoTrader Canada), Tide, AREX European Market, DLRdmv, Tessolve Semiconductor, MillTech, atHome Group, Petvisor, ClassPass, ClearBank, Faculty, GreytHR, and Guesty. These investments span various subsectors, demonstrating the firm's broad focus within the digital and technology landscape.Apax Digital is advised by a dedicated team of experienced technology investment and operating specialists, co-led by Marcelo Gigliani and Daniel O'Keefe. The team is based in key global financial centers such as New York and London. They leverage Apax Partners' extensive global platform and its Operational Excellence Practice, which comprises experts in areas like cloud computing, UI/UX, sales & go-to-market strategies, pricing optimization, SEO/SEM, M&A, and carve-outs. This integrated approach provides portfolio companies with real-world operating impact and strategic guidance to unlock their maximum potential.

Apeiron Ventures is a private investment office and family-owned investment company based in New York, focusing on opportunistic direct investments. The firm partners with founders and companies that are actively transforming the way society builds, consumes, and learns. Their investment philosophy centers on collaborating with exceptional individuals to achieve extraordinary results, providing bespoke solutions and strategic operating guidance to entrepreneurs and investment partners. Apeiron Ventures leverages its permanent flexible capital and streamlined decision-making process to act swiftly on promising opportunities.Founded in 2017, Apeiron Ventures operates with a history rooted in entrepreneurship, operations, and investment. The firm positions itself as strategic capital, utilizing its extensive background and network to navigate the challenges faced by fast-growing companies. They are committed to supporting entrepreneurs who are building the next generation of businesses that address contemporary societal issues, recognizing these innovators as the future business leaders.The firm's investment mandate includes companies creating innovative products and services across significant markets such as real estate, agriculture, and transportation, as well as those pursuing advancements in human health and wellness. Notable investments by Apeiron Ventures include Lyft, a prominent app-based ride-hailing aggregator, Rubicon Global, a company focused on waste and recycling solutions, Bluon Energy, an energy efficiency firm, Prodea, and Aquaai, which develops robotic fish for water resource protection using AI and biomimicry.The Apeiron Ventures team brings a wealth of experience to its investment activities. David Nage serves as Managing Director, with a decade of experience in the Family Office community, focusing on illiquid investments in venture capital, private equity, and direct investments with a sustainable/impact focus. Jack Fattal, an Associate, contributes a multi-dimensional background as both a lawyer and an entrepreneur. Bill Teitelbaum, an Advisor, has a distinguished career in investment banking, private equity, and as a founder of multiple successful companies, including underwriting one of the original VC funds in the United States.

Appalachian Capital (AppCap) is a private investment firm dedicated to managing the assets of select families and individuals. The firm focuses on establishing long-term investment partnerships, encompassing minority, majority, and buyout scenarios. AppCap demonstrates a particular interest in what it describes as "boring" companies, characterized by stable client bases, recurring revenue opportunities, and/or fragmented industries. Their investment approach often involves highly scalable opportunities, such as "buy and build" strategies, frequently targeting multi-unit or multi-location businesses with a services or consumer goods focus. The firm's permanent capital base provides the flexibility to hold and develop these opportunities over extended periods, distinguishing it from funds with limited time horizons. Geographically, Appalachian Capital concentrates on opportunities within the greater Appalachia region, spanning from western New York to South Carolina. The firm typically considers platform investments with EBITDA between $3 million and $25 million, revenue between $10 million and $100 million, and enterprise values ranging from $8 million to $200 million.Appalachian Capital was founded in 2013 by Jason Allevato. Mr. Allevato brings over a decade of experience in private equity investing and portfolio management to the firm. Prior to establishing AppCap, he was a member of the investment team at Olympus Partners, an operationally-oriented private equity firm, and also worked at McKinsey & Company, a management consulting firm. His career began at Wachtell, Lipton, Rosen & Katz and as an Economist with the United States Department of Commerce, Bureau of Economic Analysis. The firm's institutional values are deeply rooted in its Appalachian heritage, emphasizing hard work (grit), integrity, and mutual respect.Appalachian Capital's portfolio includes investments in companies such as Anytime Fitness and Comfort Keepers, reflecting its focus on consumer services and multi-unit operations. The firm has also been involved as a co-investor in the formation of Fairwood Brands, a group of landscaping companies. AppCap targets a diverse range of industries including Consumer & Retail, Healthcare / Fitness / Wellness, Business Services, Distribution / Logistics, Restaurants / Food & Bev, and Franchises. Transaction types include partnering with small business founders/owners for growth or liquidity, management-led buyouts, corporate divestitures, recapitalizations, going-private transactions, growth capital infusions, mezzanine debt, and other special situations.The firm's leadership, primarily Jason Allevato, possesses extensive expertise across various sectors including industrial, business services, consumer services, restaurant, energy services, and healthcare & wellness. Appalachian Capital positions itself uniquely in the investment landscape, combining the hands-on involvement and flexibility typically associated with a search fund with the substantial capital access and deep experience characteristic of larger private equity firms. This blend allows them to be creative problem-solvers and wise deployers of capital, focused on growth and forward-looking strategies with high ethical standards.

Applied Value Group is a global management consulting firm that specializes in driving value creation and organizational transformation through a hands-on, results-oriented approach. The firm operates with a "Lean Growth" philosophy, focusing on delivering tangible financial impact and measurable results for its clients. Beyond traditional consulting, Applied Value Group also engages in private and public investments, acquiring majority or minority stakes in businesses, and maintains a strong commitment to social impact initiatives.The firm's history dates back to 1997, when it was founded by Bruce Grant and his long-time partner Jan Stenbeck, head of the Stockholm-based Kinnevik Group. Their vision was to establish a consultancy that moved beyond mere presentations, instead focusing on delivering concrete financial value and demonstrable impact. Initially conceived as a hybrid external and internal management consultancy, Applied Value Group has evolved into a fully independent boutique firm with a global footprint, serving a diverse clientele that includes Fortune 500 companies and private equity firms across various industries.Applied Value Group's practice areas encompass Strategy, Finance & Organization; Sales, Marketing & Growth; Supply Chain & Operations; Sourcing & Procurement; Product & Innovation; and Mergers & Acquisitions. They advise and invest across a wide array of sectors, including automotive, industrials, telecommunications, technology, healthcare, manufacturing, and consumer goods. The firm's investment activities often involve applying its consulting methodologies to improve the operational efficiency and growth of its portfolio companies. In August 2025, Applied Value Group received a strategic growth investment from Trivest Partners, a private equity firm, to further scale its offerings and expand its global reach.The team at Applied Value Group is characterized by an intense, entrepreneurial culture that values decisive, highly motivated, and results-oriented consultants. They emphasize early responsibility, a supportive network, and a global working environment, providing opportunities for professional development across their consulting, investment, and social impact practices. The firm seeks candidates with strong business acumen, financial skills, and a willingness to travel, fostering a flat organizational structure where exceptional ideas are recognized at all levels.

Arcano Partners, founded in 2003, is an independent international financial advisory and alternative asset management firm headquartered in Madrid, Spain. It operates across four core business lines: Investment Banking, Asset Management (including Private Equity, Credit, Real Estate, Sustainable Infrastructure, Venture Capital, and Aviation Finance), Asset Finance, and Research & Strategic Advisory. The firm is recognized for its Merchant-Banking model and emphasis on sustainable, responsible investing. With over €12 billion in assets under management and advisory since inception, Arcano’s Asset Management arm focuses on primary, secondary, and co-investment opportunities in mid-market private funds and companies in Europe and the U.S. The firm has more than 250 professionals supporting more than 400 funds and 3,000 underlying companies. It is also a signatory to the UN PRI, reflecting its ESG commitment. Arcano is structured around a partnership model with offices in major European and U.S. financial hubs. Its approach combines high-level M&A advisory, specialist credit & asset financing, macroeconomic research, and tailor-made private markets solutions. The firm also ranks among the top 10 global managers in private equity secondaries, according to the HEC Paris–Dow Jones ranking.

Artesian Partners is a permanent capital investment group dedicated to the long-term ownership of small businesses across the United States. Unlike traditional private equity firms, Artesian operates as a family equity firm, leveraging capital from a single family with over 150 years of business ownership experience. This unique structure allows the firm to invest with a multi-decade horizon, prioritizing stability, employee retention, and consistent growth without the typical pressures of a fund-based model. They focus on acquiring established micro-cap businesses with EBITDA ranging from $1 million to $7 million, aiming to be the preferred buyer for sellers seeking a trustworthy and enduring partner for their life's work.The firm was founded in 2021 and is headquartered in the Denver, Colorado area, with additional offices in Minneapolis and Chicago. Artesian Partners emphasizes a values-driven approach, centered on doing the right thing, putting people first, and continuously striving for improvement. Their investment model is characterized by acquiring businesses with equity only, avoiding third-party debt in transactions, which de-risks companies from short-term uncertainties and allows for free reinvestment of cash flow.Artesian Partners is industry-agnostic, seeking great companies across various sectors. Their portfolio includes businesses in areas such as monitoring equipment, consumer non-durables, and business/productivity software. The firm is prepared to either step in and operate acquired businesses, work through a transition period with existing ownership, or back the current management team in a recapitalization, depending on the specific needs of each company.The leadership team at Artesian Partners includes Matt Newill as CEO and Derria Banta as COO, supported by a diverse group of professionals in finance, operations, business development, and technology. The team also features individuals leading portfolio companies, such as Chad Danz (CEO of PMG), Doug Pederson (CEO of Hexagon Machine & MFG), Kyle Brengel (CEO of Trace Fiber Services & CC & E), and Nick Wheeler (CEO of Tra-Cal Calibration Lab), reflecting their hands-on approach to business stewardship.

Avenue Capital Group is a global investment firm primarily focused on specialty lending, opportunistic credit, and other special situations investments across the United States, Europe, and Asia. The firm's investment approach emphasizes rigorous analysis of both industries and individual companies, seeking value in outwardly difficult situations and fragmented, capital-constrained markets. Avenue Capital Group is also a signatory to the United Nations Principles for Responsible Investment, underscoring its commitment to ESG issues.The firm was founded in 1995 by its Senior Principals, Marc Lasry and Sonia Gardner. Both are pioneers in the distressed debt market, having successfully invested in public and private debt and equity securities for nearly three decades. Prior to establishing Avenue Capital Group, Mr. Lasry and Ms. Gardner co-founded Amroc Investments, LLC in 1989, a distressed debt investment partnership.Avenue Capital Group has a diverse portfolio, including investments in healthcare companies like Medanta, CalciMedica, Proscia, Beyond Air, LifeMD, and Ocugen, as well as technology firms such as Quartzy and ITS Technology Group. Other notable investments span consumer products (Grove, Kin Insurance), environmental services (Enerkem, Rubicon, Braven Environmental), and real estate. The firm also launched the Avenue Sports Fund in November 2023, which closed with over $1 billion in commitments by September 2025. This fund makes equity and debt investments in sports teams, leagues, media, entertainment rights, real estate, and other adjacent businesses, primarily in North America and Europe. Its sports investments include The Bay Golf Club in TGL, Trackhouse Entertainment Group (NASCAR and MotoGP), Ipswich Town Football Club, Mercury/13 (women's football), PGA Tour Enterprises, CityPickle, the Baltimore Orioles, and The North Carolina Courage.The leadership team includes co-founders Marc Lasry, who serves as Chairman and Chief Executive Officer, and Sonia Gardner, President and Managing Partner. Both have over 40 years of experience in credit investing. The firm's team of over 60 investment professionals, part of a global workforce of over 175 employees, brings extensive experience in deploying capital across various industries and market cycles. Avenue Capital Group maintains a well-developed infrastructure with experienced professionals in accounting, tax, compliance, risk management, legal, investor relations, and information technology.

B-FLEXION is a private, entrepreneurial investment firm that collaborates with sophisticated capital to achieve the shared objective of delivering exceptional value across generations, while also making a positive contribution to society. The firm operates with an 'active owner' philosophy, overseeing growth-oriented operating businesses and asset managers. Its investment scope encompasses partnering with asset managers across diverse sectors, including Private Equity, Venture Capital, Infrastructure, Technology, Real Estate, Hedge Funds, Public and Private Credit, and Public Securities.Building upon its rich heritage, B-FLEXION also actively expands operating businesses within transformative industries. These are primarily concentrated in the fields of Life Sciences, Healthcare Services, and Digital Health. The firm's approach integrates multi-generational family values, an entrepreneurial mindset, and institutional private equity disciplines to cultivate significant expertise in its investment areas.The firm's portfolio includes notable investments and acquisitions such as Radius Health, a specialty biopharmaceutical company, and Paratek Pharmaceuticals, which combined with Radius Health to form a scaled specialty pharmaceutical platform. Other investments include HerMD (Series A), Santhera (Post IPO), and Zwift (Series A). B-FLEXION has also acquired companies like Allergy Partners, Strategic Investment Group, and Vantage Infrastructure, demonstrating its broad investment strategy across various sectors.B-FLEXION is owned by Ernesto Bertarelli and traces its roots back to a biopharmaceutical company that evolved over three generations, with an investment track record spanning more than two decades. The firm places a strong emphasis on its people, considering the targeting and development of talent as a strategic imperative. Its leadership team includes Ernesto Bertarelli as Chairman, Sarah Crawford as Group CFO, Partner and Member of the Board, and Ranjani Kearsley as Head of Asset Management Investments, among other experienced professionals.

Bagnols Family Office Investment Partners is a single-family office established in 2017, based in New York City. The firm focuses on investing in privately held companies with strong growth prospects, specifically those demonstrating organic growth of 10% or more annually. They also seek to enhance this growth through accretive strategic acquisitions. Bagnols Family Office is flexible in its deal structures, engaging in both minority growth equity investments and traditional control buyouts.The firm's investment philosophy centers on partnering with existing founders and management teams who wish to retain substantial ownership due to their bullish outlook on the business. Bagnols Family Office utilizes long-term, patient family office capital, allowing them to hold investments longer than many private equity funds. Their criteria include companies with $10-$30 million of EBITDA and successful business models that generate high returns on capital. Equity investments typically range from $10-$100 million per deal, with $25-$50 million being the most frequent size.Bagnols Family Office targets a diverse range of industries, including business services, industrial services, transportation and logistics, technology services, food, healthcare services, pet care, and real estate. Notable companies within their portfolio include Voyager Global Mobility, Terravet, and GCOM.The firm was founded by Sam Levine, an experienced private equity investor with 25 years of experience in middle-market companies. Prior to establishing Bagnols Family Office, Mr. Levine held prominent roles such as Head of Private Equity at Roundtable Investment Partners, Head of Private Capital at Blue Mountain Capital, and Co-Head of Private Equity at Eos Partners. He has led numerous private equity investments and served on various boards, bringing extensive expertise in sectors like business services, industrial services, healthcare services, transportation and logistics, finance companies, consumer, and pet care.