Investment Focus Concentric Equity Partners is a private investment firm focused on growth-oriented middle market service companies and provides capital, operating expertise, and industry knowledge. This suggests opportunity for strategic partnerships, co-investment discussions, and targeted outreach to growth-stage service businesses in need of capital and hands-on support.

Recent Hires The firm recently added a Vice President, Aleks Spellman, CFA, signaling ramped-up deal activity and the potential for more aggressive outreach and deal-sourcing efforts. Sales teams can use this to initiate conversations around deal pipelines, advisory roles, or collaboration on acquisition opportunities.

Acquisition Activity CEP has a history of platform investments and add-on acquisitions within security, fire safety, and related services, exemplified by the Will Electronics acquisition and the Rapid Fire Safety & Security initiatives. This indicates a willingness to partner with and fund growth-focused service businesses in these industries.

Geographic Reach With operations and partnerships across Chicago and St. Louis and active interest in HVAC and plumbing businesses in Tennessee, Alabama, and Kentucky, CEP demonstrates a regional investment appetite that aligns with service sector growth in the Midwest and Southern states. This informs territory-targeted outreach strategies.

Financial Profile Reported revenue range of ten to twenty-five million positions CEP as a mid-market investor with appetite for scalable service companies. Potential sales angles include presenting companies with growth plans, EBITDA improvements, and operational diligence readiness to meet CEP’s investment criteria.