Case Study Capital Partners

Overview

Case Study Capital Partners is a private equity firm based in Greenwich, Connecticut, focused on acquiring and enhancing family and founder-owned businesses in the services and industrials sectors. The firm invests between $25 million and $100 million of equity per platform, targeting companies with $5 million to $25 million in EBITDA. Their investment approach includes majority recapitalizations, primary growth equity, and balance sheet optimization to unlock reinvestment opportunities. The firm's strategy centers on long-term value creation through partnership, precision, and performance. They collaborate closely with business owners to accelerate growth, enhance margins, and support successful generational transitions. Their value creation playbook encompasses operational excellence, commercial acceleration, organizational uplift, digital enablement, strategic growth and M&A, and stewardship and capital efficiency. With over 25 years of investing, operating, and capital markets experience, the team has jointly led and supported more than 10 investments across the services and industrials sectors, including both founder transitions and complex family ownership dynamics. They have a proven ability to scale businesses post-close and drive outcomes that matter: EBITDA growth, successful exits, and organizational transformation.

Investment Focus

• Family and founder-owned businesses
• Services and industrials sectors
• Companies with $5 million to $25 million in EBITDA
• Investment size between $25 million and $100 million of equity per platform