ClearPoint Investment Partners

Overview

ClearPoint Investment Partners is a private equity firm focused exclusively on investing in lower middle-market companies within the business services and financial processing sectors. The firm collaborates closely with management teams to create long-term value for stakeholders, emphasizing businesses at key inflection points where strategic, operational, and industry expertise can accelerate growth and enhance company value. With decades of experience, ClearPoint's founders have successfully invested in numerous platform companies and completed over 20 add-on acquisitions, resulting in an enterprise value exceeding $5 billion. Their approach is characterized by a deep understanding of different business models within their target sectors, allowing them to customize strategies for each investment. They prioritize developing clear operating plans and building effective partnerships with management, focusing on operational improvements rather than financial engineering to drive superior investment results. ClearPoint seeks investments in companies with revenues ranging from $20 million to $200 million and a minimum EBITDA of $3 million. They target businesses with a leading and defensible competitive position, attractive growth potential, and a proven, scalable business model. The firm's investment criteria include buyouts, recapitalizations, and growth equity transactions, primarily in the United States and Canada. ClearPoint's collaborative and cross-functional team brings decades of experience in managing and growing companies within their target sectors. They work alongside company management to craft specific operating plans aimed at strengthening portfolio companies and creating long-term, lasting value. Their investment philosophy is centered on a results-oriented culture based on efficiency, teamwork, and open communication, guiding companies with seasoned insight as investors committed to their success.

Investment Focus

• Leading and defensible competitive position
• Attractive growth potential
• Opportunity to expand market niche
• Low capital intensity
• Proven and scalable business model