Plenary Partners

Overview

Plenary Partners is a private equity firm based in Chicago, Illinois, focusing on acquiring and developing lower middle market businesses across the United States and Canada. The firm specializes in sectors such as healthcare, industrials, and business services, targeting companies with established operations and proven business models. Plenary Partners seeks to partner with owner-managed companies aiming for growth capital or ownership transition, particularly those facing operational, managerial, or strategic challenges that have hindered their growth or access to new investment. The firm's investment criteria include companies with an EBITDA ranging from $3 million to $20 million and larger, with equity investments typically between $5 million and $50 million. Plenary Partners emphasizes significant operations in the U.S. and Canada, focusing on established, well-run lower middle market companies with proven business models. The firm is open to investing in companies that expand market share, provide access to new product or geographic markets, or offer strategic fit with existing portfolio companies. Plenary Partners' team comprises former operating executives who bring valuable insights and deep relationships with diverse industry leaders. They understand the relationship between patient investing, growth, and legacy, designing capital structures that meet the needs of all stakeholders. The firm's approach is collaborative, partnering with business owners and management teams to foster growth and create value. Plenary Partners has offices in Chicago and San Francisco, reflecting its commitment to serving a broad range of businesses across North America.

Investment Focus

• Established, well-run lower middle market companies with proven business models
• EBITDA of $3 million to $20 million
• Equity investments typically between $5 million and $50 million
• Significant operations in the U.S. and Canada
• Companies seeking growth capital or ownership transition