Investment Focus & Thesis

Platform Partners invests in lower middle market companies across multiple sectors. Their investment thesis centers on partnering with founders and management teams: Investment Range Equity investments typically ranging from $10 million to $75 million in companies with enterprise values up to $300 million. Unique Approach Perpetual capital model with no forced exit timeline, allowing for long-term value creation. Business services — Recurring revenue business services companies Healthcare services — Healthcare and medical services businesses Industrial services — Value-added industrial service providers Consumer and retail — Consumer-facing businesses with strong brand positions Energy services — Services supporting energy industry operations

Notable Portfolio Companies

Platform Partners has built a diversified portfolio across multiple sectors: Company Sector Notes DirectScale Technology E-commerce and loyalty platform Pegasus Foods Food Manufacturing Food manufacturing and distribution Epsilon Business Services Data and marketing services StackCommerce E-commerce E-commerce technology platform American Intercontinental Education Higher education services Vandelux Lighting Lighting solutions manufacturer Platform Partners manages approximately $800 million in assets through their perpetual capital model, allowing them to take a long-term approach to building their portfolio companies.

What Platform Partners Looks For

Based on their investment patterns, Platform Partners evaluates opportunities based on: Founder alignment — Partnerships where founders retain meaningful equity and leadership roles Recurring revenue — Business models with predictable revenue streams Market position — Strong competitive positions in growing markets Management teams — Experienced operators with proven track records Long-term potential — Companies that benefit from patient, long-term capital }> Pro Tip Platform Partners' perpetual capital model makes them ideal for founders who want to retain ownership and leadership while accessing growth capital. They're not looking for quick exits.

How to Connect With Platform Partners

Approaching Platform Partners requires demonstrating your company's long-term potential: 1 Emphasize Founder Alignment Show that you're looking for a long-term partnership, not an exit. Platform Partners prefers to work with founders who want to stay involved. 2 Show Recurring Revenue Demonstrate predictable revenue streams. Recurring revenue models are highly valued by Platform Partners. 3 Prepare for Long-Term View Be ready to discuss multi-year growth plans. Platform Partners doesn't operate on traditional fund timelines. 4 Leverage Houston Networks Connect through local advisors, attorneys, or accountants in Houston who may have relationships at Platform Partners.

The Value of Financial Preparedness

PE firms like Platform Partners expect detailed financial information: Growth Metrics • Revenue growth rates • EBITDA margins • Recurring revenue percentage • Customer retention rates Financial Data • EBITDA and cash flow • Balance sheet strength • Working capital needs • Capital expenditure plans }> 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