Investment Focus & Thesis

Fort Washington focuses on growth equity investments, typically investing $15M-$75M in companies with $5M-$20M in EBITDA. Their thesis centers on partnering with high-growth companies. Investment Range Growth equity investments of $15M-$75M in companies with $5M-$20M+ EBITDA. Sector Focus Technology, business services, healthcare, and consumer. Technology — Software and technology companies Business services — B2B services Healthcare — Healthcare services and healthcare IT Consumer — Consumer products and retail

Key Takeaways

  • Focus on Retail, Technology, Business Services companies
  • Investment range: $15M-$75M in equity
  • Based in United States
  • Control-oriented investments
  • Growth equity focus
  • Also invests in Consumer

Notable Portfolio Companies

Fort Washington has built a substantial growth equity portfolio: Company Sector Notes Technology Holdings Inc Technology Software company Business Services Group Business Services B2B services platform Healthcare Solutions Co Healthcare Healthcare services Consumer Brands Inc Consumer Consumer products SaaS Platform Corp Technology SaaS platform The firm has a track record of successful growth equity investments and exits.

What Fort Washington Looks For

Based on their investment patterns, Fort Washington typically evaluates companies based on: Growth trajectory — Consistent revenue growth of 20%+ annually Scalable model — Scalable business model with strong unit economics Market opportunity — Large addressable markets Management team — Experienced management with growth experience Competitive differentiation — Unique products or market position }> Pro Tip Fort Washington provides growth capital and strategic guidance. They often take minority positions and provide growth capital rather than control buyouts.

The Value of Financial Preparedness

Growth equity firms expect sophisticated financial infrastructure: Growth Metrics • Revenue growth rate • Customer acquisition costs • Lifetime value • Net revenue retention Operational Metrics • Gross margin • Cohort analysis • Churn rates • Rule of 40 }> How Eagle Rock Helps We help growth-stage companies prepare for PE investment by building financial infrastructure that showcases scalability and growth potential.

Pro Tip

Demonstrate a strong management team with equity ownership alignment.

Frequently Asked Questions

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