EXI Investment Partners

Overview

EXI Investment Partners is a private equity firm that partners with exceptional leaders to build enduring and meaningful companies. They focus on small and mid-sized businesses, particularly those with recurring revenues, strong cash flows, and substantial growth opportunities. Their success is enabled by strongly aligned partnerships with select family offices and other permanent capital sources to form single-asset investment vehicles with flexible mandates and investment horizons to support each company’s unique opportunity. The firm's investment strategy emphasizes a limited number of high-conviction investments to drive extraordinary outcomes. They bring focus and experience to a select set of opportunities, seeking to accelerate growth, compound significant value over the course of their partnership, and bend the arc of what is possible. Their differentiated focus on Qualified Small Business Stock (QSBS) investments allows for tax-advantaged returns. EXI Investment Partners' criteria for investment include specialty manufacturing, distribution, and business services sectors. They prefer scalable businesses with meaningful value creation opportunities, recurring revenue business models, and capital-efficient operations with strong margin profiles. Their target companies typically have up to $10 million of EBITDA, with the ability to go larger. The firm is committed to creating aligned partnerships founded upon a shared vision and ambitious goals.

Investment Focus

• Specialty manufacturing
• Distribution
• Business services
• Scalable businesses
• Recurring revenue models
• Capital-efficient operations
• Up to $10 million EBITDA