Our Strategy

Large Firm Capabilities
Small Deal Focus

Working With Us

Plexus Capital focuses on investments in people and partnerships in lower middle market businesses. Our capital is flexible and can be customized to provide the right capital structure to position our partner companies for success post-transaction.

How we approach creating value

The Plexus Value Creation Method was designed to be a repeatable process to create value and drive returns for our partner companies.

One Team. Flexible Capital.

Debt & Equity

Plexus Capital Fund VI is a $554 million dollar fund focused on supporting independent sponsors, search funds, equity funds, and management teams in recapitalizations or growth investments. Our investments take the form of debt with an equity co-investment.

The focus is on companies with $2 million to $15 million of EBITDA. Our initial checks are typically $5 million to $25 million with the ability to scale our investment in excess of $50 million via delay draw facilities so our partners can focus on growth and value creation instead of refinancings, which can be  burdensome to the teams and our partners.

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Equity

Plexus Equity Fund I is a $204 million, control equity fund. We generally partner with founder and family owned businesses, typically investing in profitable companies with $2 million to $15 million in EBITDA.

We work with our network of operators, our investment team and our investors to proactively build industry expertise and conviction in sectors where we feel that our deal team and our operating partners can help drive growth and success.

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Value Beyond Capital
The VCM is how Plexus makes a difference

Value Creation Method

Funds mentioned above are closed to new investors. The information contained herein is not complete, and does not contain certain material information about any fund managed by Plexus, including important disclosures and risk factors, and is subject to change without notice. This is not an offer to sell, or a solicitation of an offer to purchase any fund managed by Plexus. Such an offer will be made only by an Offering Memorandum, a copy of which is available to qualifying potential investors upon request.