Investing in people, and potential.

EO Capital Partners is our direct investment group, dedicated to partnering with companies as they navigate inflection points in ownership, growth, and strategy.

We are driven to assist companies through strategic expertise, capital, and resources while nurturing the personal connections necessary to drive value.

Financial Criteria

  • Private businesses headquartered in North America.

  • >$5mm in revenue

  • $1mm-5mm in EBITDA

Transaction Types

  • Management Buyouts

  • Minority & Majority Recapitalizations

  • Growth Capital Investments

  • Corporate Divestitures

Our Differentiators

  • Hands-on approach to value creation through utilizing best-in-class operational assets and practices

  • Accelerating growth through strategic M&A, incremental investment in the business, and thoughtful team-building

  • Diverse backgrounds include dealmaking, strategic consulting, operations, and integration

  • Actionable growth opportunities through M&A, operational improvements, or access to capital

  • Leader in market niche or geographic region

  • Mission-critical nature of products or services

  • Business reaching inflection points of growth and/or transition where EO can add value

Key Investment Factors

Supporting the communities in which we live and work.

COMMUNITY

EO commits a share of firm-wide revenue each year to organizations combating equity gaps. We prioritize organizations that promote education and enrichment opportunities to youth, particularly to those in marginalized communities.