Concentric Partners, LLC

What is Concentric Partners, LLC?

Concentric Partners, LLC is a private investment firm that operates as a private equity fund, specializing in providing debt, equity, and mezzanine capital. They are headquartered at 821 Cranbrook Road, Raleigh, North Carolina, 27609, United States.

Concentric Partners takes pride in serving the lower-middle market across the United States, valuing stewardship, teamwork, and humility in all their business dealings.

Their investment approach is characterized by thoughtfulness, flexibility, and a responsive nature, positioning themselves not just as lenders, but as partners striving to assist portfolio companies in achieving goals and magnifying their positive impact on employees, communities, and industries.

They believe in stewardship and consider being entrusted with others' capital a serious charge and high calling. Their success is measured not only by financial returns but also by adherence to core values. Teamwork is central to their approach, fostering better results through collaborative efforts and building authentic relationships.

Humility guides their interactions as they prioritize the needs of others, admit mistakes, and remain open to learning and feedback. Concentric's investment criteria include targeting businesses with EBITDA between $3 million to $15 million, across all U.S. industries except real estate, start-ups, or turnarounds.

They can lead transactions up to $50 million, with individual investment sizes ranging from $5 million to $20 million. Their deal partners typically include private equity funds, independent sponsors, family offices, search funds, and business owners/management. The firm engages in various transaction types such as buyouts/changes of control, acquisitions, debt refinancings, minority recapitalizations, and growth capital.

Their securities expertise comprises unitranche debt, subordinated debt, debt with warrants, preferred equity, and common equity.

Concentric Partners has a team led by experienced professionals including Managing Partners Brent Burgess and Matthew Young, Partner Corbin Graves, Vice President Robbie Edmiston, Vice President Michael Melvin, Senior Associate Jeff Kenna, Senior Analyst Will Westbrook, and Controller David McNamara.

They maintain a diverse portfolio with a history of multiple investments across various sectors, demonstrating a strong track record and extensive experience.