Investment Focus & Thesis

CI Capital Partners focuses on middle market companies with strong fundamentals and growth potential. Their investment thesis centers on: Investment Range Equity investments typically ranging from $25M-$75M in companies with EBITDA of $10M-$50M. Sector Focus Technology, healthcare services, business services, and industrial. Technology — Enterprise software and IT services Healthcare services — Healthcare business services Business services — Professional and IT services Industrial — Manufacturing and distribution

Key Takeaways

  • Focus on Industrial, Distribution, Technology companies
  • Investment range: $25M-$75M in equity
  • Based in United States
  • Growth equity focus
  • Partnership-oriented philosophy
  • Also invests in Manufacturing

Notable Portfolio Companies

CI Capital Partners has built an impressive portfolio of middle market companies: Company Sector Notes Mavenir Technology Telecom software NCM Healthcare Healthcare services Revenue Management Business Services Revenue cycle management Data Systems Technology IT services Healthcare Solutions Healthcare Healthcare services Industrial Components Industrial Manufacturing Tech Services Group Business Services IT services CI Capital Partners has completed numerous successful investments in the middle market, with a focus on companies with strong fundamentals and growth potential.

What CI Capital Partners Looks For

Based on their investment patterns, CI Capital Partners typically evaluates companies based on: Market position — Leading positions in niche market segments Recurring revenue — Strong recurring revenue and retention Growth potential — Clear pathways to organic growth Customer base — Diversified customer relationships Management team — Experienced leadership willing to reinvest }> Pro Tip CI Capital Partners is known for their collaborative partnership approach. They look for management teams that want to remain invested and grow their companies post-acquisition.

The Value of Financial Preparedness

Middle market companies need sophisticated financial infrastructure for PE investment: Performance Metrics • EBITDA tracking • Revenue growth trends • Gross margins • Working capital efficiency Financial Infrastructure • Clean financials • Audit-ready books • KPI tracking • Cash flow forecasting }> How Eagle Rock Helps We help middle market companies prepare for PE investment by building sophisticated financial infrastructure that showcases profitability and growth potential.

Pro Tip

Demonstrate a strong management team with equity ownership alignment.

Frequently Asked Questions

Ready to Connect With ?

Prepare your business for private equity investment with expert financial guidance. Our fractional CFO team helps you build the financial infrastructure PE firms expect.

Learn More