Investment Focus & Thesis

Advent focuses on five core sectors where it has deep expertise and a proven track record: Investment Range Equity investments typically range from $100M-$1B+, with capacity for larger transactions. Stage Focus Control buyouts and significant minority investments in established companies. Technology — Enterprise software, IT services, and technology-enabled business services Healthcare — Healthcare services, medical products, and life sciences Industrial — Manufacturing, industrial services, and engineered products Business & Financial Services — Professional services, financial services, and outsourcing Retail, Consumer & Leisure — Consumer brands, retail, and hospitality

Recent Investment Activity

Advent has maintained strong investment activity across its core sectors and geographies: Company Sector Region Year Enterprise Software Platform Technology North America 2024 Healthcare Services Platform Healthcare Europe 2024 Industrial Manufacturing Industrials North America 2024 Business Services Company Services Europe 2023 Advent's global platform and sector expertise enable it to identify and execute complex transactions while adding value to portfolio companies.

Notable Portfolio Companies

Advent has built an extensive portfolio across its five core sectors: Technology Enterprise software, cybersecurity, and IT services companies with strong market positions. Healthcare Healthcare delivery, medical devices, and life sciences companies with innovative solutions. Industrial Manufacturing, specialty industrial, and engineered products companies. Business Services Professional services, financial services, and business process outsourcing. Advent is known for its collaborative approach with management teams, combining strategic guidance with operational expertise.

What Advent International Looks For

Advent evaluates potential investments based on several key criteria: Sector expertise — Companies in Advent's core sectors where they have deep knowledge and track record Market leadership — Strong competitive positions with defensible market share Proven financials — Established businesses with predictable revenue and clear value-creation path Operational improvement — Clear opportunities for operational enhancements Experienced management — Strong teams with execution capabilities }> Pro Tip Advent's sector-focused approach means your company will be evaluated by specialists in your industry. Be prepared for deep sector questioning.

How to Connect With Advent International

Approaching Advent requires demonstrating sector expertise and growth potential: 1 Demonstrate Sector Knowledge Show deep understanding of your market, competitive dynamics, and industry trends. 2 Prepare Financial Foundation Ensure clean financials with EBITDA of $25M+ and professional management reporting. 3 Articulate Value Creation Present specific opportunities for operational improvement and growth acceleration. 4 Build Relationships Leverage professional advisors and industry connections to get warm introductions.

The Value of Professional Financial Infrastructure

Companies seeking investment from major PE firms like Advent must have robust financial infrastructure: Financial Infrastructure • Audited financial statements • EBITDA optimization • Management reporting • Cash flow forecasting Strategic Foundation • Market analysis • Competitive positioning • Growth strategy • Three-statement models }> How Eagle Rock Helps We help companies prepare for major PE investment by building financial infrastructure and creating compelling investment materials. Our fractional CFO services ensure you're ready to engage with firms like Advent International.

Frequently Asked Questions