Our Equity Strategy

Equity for the Lower Middle Market

Plexus Equity Fund I is a $204 million dollar fund focused on alignment and partnership.

At our core, we’re focused on being excellent, long-term partners to help small companies achieve their growth goals. We added the Equity strategy in 2021 in order to expand our investor base and to augment our ability to provide flexible capital solutions for small, growing companies.

Just as we’ve done every day since we were founded in 2005, we remain focused on being patient investors for each partner company. We are thesis driven and we rely heavily on industry experts and our deep pool of talented and seasoned operating partners. We approach each transaction with sincere humility and foundational appreciation and respect for the challenges of founding, building and leading small companies in a complex and nuanced global marketplace.

Investment Criteria

Geography

  • Platforms – North America
  • Add-ons – Global

Investment Size

  • $10 – $40 million equity investments
  • Co-invest from fund investors

Investment Types

  • Majority Equity

Company Characteristics

  • Up to $150 million Revenue
  • Up to $15 million EBITDA
  • Strong Market Dynamics
  • Sustainable Positive Cashflow
  • Committed Management
  • Proven Business Strategy
  • Fragmented Industry

Use of Proceeds

  • Acquisitions
  • Growth
  • Leveraged Buyouts
  • Recapitalizations
  • Management Buyouts

Active Thesis Efforts

Fire & Life Safety

Waste Services

Overhead Hoist
& Crane

Looking to connect with our team?

CLICK HERE TO EMAIL AJ HAMEL

Key Contacts

AJ Hamel, Vice President
802-291-2002
ahamel@plexuscap.com

Ryne Collins, Senior Associate
615-812-9425
rcollins@plexuscap.com

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. Capital raised figure is fund size across SBIC and Private Funds including leverage as of 07/11/2023. Deal information presented is being shown to provide the most recent examples of investments as of 06/30/2024. See a complete list of portfolio companies.