Concentric Investment Partners

Overview

Concentric Investment Partners is a private investment firm that offers debt and equity capital to U.S. businesses, focusing on the lower-middle market. The firm has an extensive track record, having invested in over 100 businesses across various market conditions over the past three decades. Their approach is characterized by thoughtfulness, flexibility, and responsiveness, positioning them as partners who help portfolio companies achieve their goals and positively impact their employees, communities, and industries. The firm's investment criteria include targeting companies with an EBITDA between $3 million and $20 million, across all industries except real estate, start-ups, or turnarounds. They typically invest between $5 million and $20 million but can lead transactions as large as $50 million. Concentric collaborates with private equity funds, independent sponsors, family offices, search funds, and business owners or management. Their transaction types encompass buyouts, acquisitions, debt refinancings, minority recapitalizations, and growth capital. The securities they invest in include unitranche debt, subordinated debt, debt with warrants, preferred equity, and common equity. Concentric's core values are stewardship, teamwork, and humility. They view being entrusted with others' capital as a serious responsibility and measure success by adherence to these values and the financial returns delivered to investors. The firm believes in achieving better results through collaboration, emphasizing authentic relationships and the enjoyment of working with great people. They aspire to put the needs of others before their own, seek to be givers rather than takers, admit mistakes, and learn from others by accepting feedback.