Investment Focus & Thesis

NexPhase Capital is a thematic and operationally-focused private equity firm that partners with founder-owned companies that have reached a growth inflection point. Their approach emphasizes adding meaningful value beyond capital: Investment Range Control equity investments typically ranging from $40 million to $225 million in companies with $50-400 million enterprise value. Sector Focus Software and services, healthcare, and consumer with thematic investment approach. Software & services — B2B software and tech-enabled services businesses Healthcare — Healthcare services, healthcare IT, and physician practice management Consumer — Branded consumer products and services Vertical software — Industry-specific software solutions

Key Takeaways

  • •Focus on Business Services, Consumer, Healthcare companies
  • •Investment range: $25M-$100M in equity
  • •Based in United States
  • •Control-oriented investments
  • •Growth equity focus

Notable Portfolio Companies

NexPhase Capital has built a diverse portfolio across their target verticals: Company Sector Notes Empower Community Care Healthcare Behavioral health enablement platform Always Best Care Healthcare Senior care services OmniSYS Healthcare IT Medical claims management and compliance software New Horizon Foods Consumer Food service and dining Steele Benefit Services Business Services Employee benefits administration NexPhase's thematic approach has allowed them to identify companies positioned to benefit from long-term trends in healthcare, software, and consumer markets.

What NexPhase Looks For

Based on their thematic approach, NexPhase Capital evaluates opportunities based on: Thematic alignment — Companies aligned with long-term market trends Founder partnerships — Companies with founders seeking a value-added partner Growth inflection — Businesses at a point where additional capital can accelerate growth Market size — Companies in markets typically under $1 billion Operational focus — Companies that can benefit from NexPhase's operational expertise }> Pro Tip NexPhase is particularly well-suited for founder-owned companies that have reached a growth inflection point. If you're a founder seeking not just capital but an operational partner to help scale your business, NexPhase's thematic expertise can provide significant value.

How to Connect With NexPhase Capital

Approaching NexPhase Capital requires demonstrating thematic alignment and growth potential: 1 Demonstrate Thematic Fit Clearly articulate how your company aligns with long-term trends in healthcare, software, or consumer markets. 2 Show Growth Inflection Demonstrate that you're at a point where additional capital can accelerate growth significantly. 3 Emphasize Founder Interest NexPhase partners closely with founders. Be open to retained equity and ongoing involvement. 4 Highlight Operational Needs Identify areas where NexPhase's operational expertise can drive value beyond capital.

The Value of Financial Preparedness

PE firms like NexPhase expect detailed financial information: Growth Metrics • Revenue growth trajectory • Path to profitability • Customer acquisition metrics • Market expansion potential Operational Data • Software metrics (if applicable) • Customer concentration • Competitive positioning • Management team depth }> How Eagle Rock Helps We help growth companies prepare for PE investment by building detailed financial models, growth analytics, and operational dashboards. Our fractional CFO services ensure your company is ready for due diligence from firms like NexPhase Capital.

Pro Tip

Prepare detailed financial projections and operational metrics before initial meetings.

Frequently Asked Questions

What industries does focus on?

primarily invests in Business Services, Consumer, Healthcare. The firm seeks companies with strong market positions and clear growth trajectories.

What size companies does acquire?

typically invests $25M-$100M in equity, targeting companies with enterprise values in the lower to middle market range.

What is 's typical investment size?

The firm's equity investments generally range from $25M-$100M, positioning them as active investors who can provide meaningful capital for growth.

How long does 's due diligence process take?

Due diligence timelines vary by deal complexity, but typically conducts thorough financial, operational, and market due diligence over several weeks to months.

What should I prepare before engaging with ?

Prepare three years of audited financials, detailed market analysis, management team bios, growth plans, and a clear vision for how the partnership would create value.

How does work with portfolio companies?

takes a partnership approach, working closely with management teams on strategic initiatives, acquisitions, and operational improvements.

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

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This article is part of our Private equity firms | Eagle Rock CFO guide.