Investment Focus & Thesis

Incline Equity Partners focuses on middle market companies in services and distribution. Their investment thesis centers on partnering with management teams: Investment Range Equity investments typically ranging from $25 million to $150 million in middle market companies. Value Creation Hands-on approach to strengthening operations, sales, technology, and talent. Business services — Recurring revenue business services companies Value-added distribution — Specialty distribution and logistics Industrial services — Value-added industrial service providers Healthcare services — Healthcare and medical services Manufacturing — Light manufacturing and specialty manufacturing

Notable Portfolio Companies

Incline Equity Partners has built a diversified portfolio across services and distribution: Company Sector Notes Accredited Labs Testing Services Testing and inspection services Dakota Business Services Business services platform Riverside Distribution Value-added distribution Mercury Industrial Services Industrial services company Cambridge Healthcare Services Healthcare services platform Summit Business Services Professional services Incline Equity Partners continues to actively pursue middle market opportunities across their target sectors, with a focus on companies with strong management teams and clear growth potential.

What Incline Equity Partners Looks For

Based on their investment patterns, Incline Equity Partners evaluates opportunities based on: Market position — Strong competitive positions in growing markets Management teams — Experienced operators with proven track records Recurring revenue — Business models with predictable revenue characteristics Growth potential — Clear pathways to growth through organic expansion and acquisitions Operational excellence — Demonstrated operational capabilities }> Pro Tip Incline takes a hands-on approach to value creation. Be prepared to discuss not just financials but also operational improvements, sales strategies, technology capabilities, and talent development.

How to Connect With Incline Equity Partners

Approaching Incline Equity Partners requires demonstrating your company's operational excellence: 1 Demonstrate Operational Excellence Show your operational capabilities and efficiency. Incline looks for companies they can help improve. 2 Show Recurring Revenue Demonstrate predictable revenue streams. Recurring revenue models are highly valued. 3 Prepare for Growth Focus Be ready to discuss acquisition strategies and market expansion plans. Incline helps with add-on acquisitions. 4 Build Industry Relationships Many deals come through industry advisors, investment bankers, or professional networks.

The Value of Financial Preparedness

PE firms like Incline expect detailed financial information: Growth Metrics • Revenue growth rates • EBITDA margins • Recurring revenue percentage • Customer retention rates Operational Data • EBITDA and cash flow • Working capital requirements • Capital expenditure needs • Customer concentration }> How Eagle Rock Helps We help companies prepare for PE investment by building detailed financial models, operational dashboards, and investor-ready financials. Our fractional CFO services ensure your company is ready for due diligence.

Frequently Asked Questions