Alterna Equity Partners

Overview

Alterna Equity Partners is a private equity firm based in South Florida, specializing in control and non-control investments in lower middle market U.S. companies. The firm seeks stable, established businesses and partners with strong management teams poised for growth. Their investment strategy centers on founder- or family-owned mid-size businesses, typically with enterprise values ranging from $15 million to $150 million. Alterna Equity Partners emphasizes a partnership-focused approach, aligning economic interests with management teams to support their visions for growth. The firm has a flexible investment structuring, prioritizing speed and responsiveness in transactions. Their portfolio includes companies across various sectors, such as business services, industrials, healthcare services, technology, transportation & logistics, and financial services. Notable investments include Mod Op, a full-service digital marketing and communications platform, and Bulk Environmental & Industrial, a provider of transportation and logistics services for environmental and industrial markets. Alterna Equity Partners closed its inaugural fund, Fund I, in May 2024, focusing on majority investments in companies generating $3 million to $15 million in EBITDA. The firm is actively seeking new platform investments and continues to build out its team to support its growth initiatives. Their approach is centered on collaborating with entrepreneurs in a partnership-oriented manner, facilitating the continued growth and expansion of their portfolio companies. Alterna Equity Partners' philosophy is rooted in listening to management teams, valuing talent, and ensuring alignment with founders and operators. They support management by working closely to set strategic goals and assist in key business decisions, aiming to generate significant long-term incremental value. The firm's approach includes co-developing a growth thesis with company management and applying a repeatable optimization program to strengthen, improve, and expand family or founder-owned businesses. This program focuses on three primary areas of value creation: finance, analytics, and IT; optimization; and growth, both organic and inorganic. The firm's commitment to its partnership-focused strategy has been recognized, with significant support from its limited partners, including institutions, family offices, and individuals. Alterna Equity Partners continues to build upon the extensive experience of its principals in investing in lower middle-market founder- and family-owned businesses, aiming to provide meaningful impact and increase value in a relatively short timeline. Their differentiated strategy and commitment to fostering partnerships with owners and founders have resonated well with limited partners who appreciate the value-add and differentiation in Alterna Equity Partners' approach to the business.

Investment Focus

• Stable, established companies with strong management teams poised for growth
• Founder- or family-owned mid-size businesses with enterprise values between $15 million and $150 million
• Flexible investment structuring with a focus on speed and responsiveness

Portfolio Companies