EBITDA
$3 - $15 million
Serving the lower-middle market with stewardship, teamwork, and humility
About
Concentric Investment Partners is a private investment firm that provides debt and equity capital to U.S. businesses.
We are experienced
Our team has an extensive track record investing together across a wide range of market conditions and has invested in more than 100 lower-middle market businesses over the past three decades.
We are thoughtful
Our approach to investing is marked by thoughtfulness, flexibility, and responsiveness. We encourage you to speak with those who have worked with us.
We are collaborative
We are more than lenders - we are partners, helping our portfolio companies achieve their goals and magnify their positive impact on their employees, communities, and industries.
Core Values
Stewardship
To be entrusted with others’ capital is a serious charge and high calling. Our success is measured by adherence to our core values and the financial returns delivered to our investors.
Teamwork
We achieve better results when we work collaboratively. Our success starts and ends with authentic relationships. Doing good work with great people is a lot of fun.
Humility
We aspire to put the needs of others before our own; we seek to be givers, not takers. We make mistakes and we admit them. We seek to learn from others and to accept feedback.
Investment Criteria
Industries
U.S. businesses in all industries (no real estate, start-ups, or turnarounds)
Investment Size
$5 - $20 million
Can lead transactions as large as $50 million
Deal Partners
- Private equity funds
- Independent sponsors
- Family offices
- Search funds
- Business owners / management
Transactions Types
- Buyouts / changes of control
- Acquisitions
- Debt refinancings
- Minority recapitalizations
- Growth capital
Securities
- Unitranche debt
- Subordinated debt
- Debt with warrants
- Preferred equity
- Common equity
Team
Portfolio & Select Prior Experience
News
May 1, 2024
Concentric Announces Investment in USA Industries
Concentric Investment Partners (“Concentric”) is pleased to announce a new investment in USA Industries...
Read More
March 19, 2024
Concentric Announces Investment in Canvas
Concentric Investment Partners (“Concentric”) is pleased to announce a new investment in Canvas...
Read More
January 9, 2024
Concentric Announces Investment in CarePartners Pharmacy
Concentric Investment Partners (“Concentric”) is pleased to announce a new investment in CarePartners...
Read More
September 20, 2023
Concentric Invests in Royalty Roofing & Majestic Facility Experts
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has...
Read More
June 29, 2023
Concentric Invests in Oilex
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has closed an investment in Oilex...
Read More
December 30, 2022
Concentric Invests in Peak Nutritional Products
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has closed an investment in Peak Nutritional Products ("Peak")...
Read More
October 7, 2022
Concentric Invests in One Source Communications
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has closed an investment in One Source Communications ("One Source")...
Read More
December 31, 2021
Concentric Invests in SkyMark Refuelers
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, is excited to announce an investment in SkyMark Refuelers (“SkyMark”)...
Read More
December 30, 2021
Concentric Invests in Ro Health
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has closed an investment in Ro Health, a provider of healthcare staffing solutions primarily on the West Coast...
Read More
November 10, 2021
Concentric Closes Investment in Modani
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, is pleased to announce an investment in Modani, a provider of modern furniture and home decor products...
Read More
November 1, 2021
Concentric Closes Investment in Made By The Water
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has closed an investment in Made By The Water, a craft beer company with three brands - Oyster City Brewing Company...
Read More
September 30, 2021
Concentric Invests in Sales Xceleration
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has closed an investment in Sales Xceleration, a provider of sales leadership services for small and mid-sized businesses...
Read More
September 8, 2021
Concentric Closes $266 Million SBIC Fund
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, announced today that it held a final closing of its inaugural fund,Concentric Partners I, LP (the "Fund")...
Read More
June 10, 2021
Concentric Announces Closing of Second Investment
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, is excited to announce the closing of an investment in a North Carolina-based manufacturing business. The financing represents the second platform....
Read More
May 17, 2021
Concentric Hires Rachael Butz as Controller
Concentric is proud to announce the addition of Rachael Butz as Controller and the newest member of the Concentric team. As Controller, Rachael is responsible for financial reporting, treasury management, SBA reporting, and financial planning...
Read More
April 5, 2021
Concentric Announces SBIC License Approval for Inaugural Fund
Concentric Investment Partners (“Concentric”) is pleased to announce that its inaugural fund has been approved for a Small Business Investment Company (SBIC) license by the U.S. Small Business Administration...
Read More
April 1, 2021
Concentric Completes First Portfolio Investment
Concentric Investment Partners (“Concentric”) has closed an investment in Tax Advisors Group (“TAG” or the “Company”), a tech-enabled business service provider that specializes in property tax advisory services. The investment in TAG is Concentric’s first investment in its inaugural fund...
Read More
Contact
Please reach out to a member of our team to discuss potential investment opportunities.
- Concentric Investment Partners
- 900 Ridgefield Drive
- Suite 270
- Raleigh, NC 27609
Brent Burgess
Managing Partner
Brent is a Managing Partner, Co-Founder, and Investment Committee member of Concentric.
Prior to co-founding Concentric, Brent co-founded Triangle Capital Corporation, which he helped take public. As the Chief Investment Officer, Board member, and Chairman of the Investment Committee at Triangle, Brent led $2.3 billion of investments in 165 private companies. Prior to Triangle, Brent worked at Oberlin Capital and Cherokee Investment Partners.
Additionally, Mr. Burgess has served as an advisor and investment committee member of Sovereign’s Capital, an early-stage venture fund with offices in Palo Alto, CA, and Jakarta, Indonesia. In addition to his for-profit ventures, Brent also serves on a number of non-profit boards, including Freedom United, the largest anti-slavery and human trafficking advocacy organization in the world.
Mr. Burgess earned a B.Ed. in History and Social Studies from the University of Regina, Canada in 1989, where he graduated with Great Distinction. He earned an MCS/MA from Regent College/University of British Columbia in Church History in 1993, where he was awarded the Board of Governor’s Prize and the History Prize.
Brent has been married for 25 years and is the proud father of two awesome kids. He likes to read, is an avid cyclist, ever hopeful Carolina Hurricanes fan, and will generally do whatever his daughter Anna asks him to do.
Matthew Young
Managing Partner
Matt is a Managing Partner, Co-Founder, and Investment Committee member of Concentric.
Prior to co-founding Concentric, Matt was a Managing Director at Triangle Capital Corporation where he led or underwrote 26 platform investments involving over $500 million of invested capital. During his tenure, he served as a member of the Investment Committee and as a named Principal for each of Triangle's three SBIC funds including as a co-founder of Fund III. Previously, Mr. Young served as a Vice President for Cherokee Investment Partners.
He is a Phi Beta Kappa graduate of the University of North Carolina at Chapel Hill where he earned a BA with distinction in Political Science. Additionally, he earned both a JD and an MBA from the University of Virginia where he was inducted into the Raven Society.
Mr. Young is a member of the North Carolina Bar (inactive) and an engaged participant in the community where he serves as a board member and advisor to several non-profits. He is a past Chairman of Trinity Academy and a current investment committee member of the Triangle Impact Network; a network committed to investing in early-stage companies with measurable social and spiritual impact. Matt has been friends with his wife for 35 years, married for 20, and they have three wonderful kids. When not spending time with them he is reading, playing golf, or coaching youth sports.
Corbin Graves
Partner
Corbin is a Partner, Co-Founder, and Investment Committee member of Concentric.
Prior to co-founding Concentric, Corbin worked at Triangle Capital Corporation investing debt and equity capital in the lower middle-market. While there, he underwrote and closed $660 million of investments in 45 platform companies and over 20 add-on transactions. He also created much of Triangle’s initial operational infrastructure and systems related to deal sourcing and underwriting, portfolio valuations, portfolio monitoring, corporate budgeting, information technology, and employee recruitment, training, and development. Prior to working at Triangle, Corbin was a staff accountant for Ernst & Young.
Corbin has a BS in Business Administration and Master of Accounting degree from UNC-Chapel Hill and holds an active CPA license in North Carolina. When he isn't working, Corbin enjoys going on adventures with his wife and three children. He plans to continue playing soccer and skiing for as long as his legs allow. He and his wife are active in their local Young Life area, with Corbin currently serving as the Committee Chairman.
Robbie Edmiston
Vice President
Robbie is a Vice President and founding team member of Concentric. He is responsible for sourcing, underwriting, and executing new investment opportunities as well as monitoring portfolio companies.
Prior to joining Concentric, Robbie was an Associate at Plexus Capital, where he underwrote and monitored lower-middle market debt and equity investments. Robbie began his career as an Analyst at Triangle Capital Corporation.
Robbie has a BS in Business Administration from the Kenan-Flagler Business School at UNC-Chapel Hill. He is also a Chartered Financial Analyst and member of CFA Society North Carolina. Outside of the office, Robbie enjoys going on trips with his wife, trying new restaurants in Raleigh, and spending time with his son and extended family.
Jeff Kenna
Senior Associate
Jeff is a Senior Associate with Concentric. He is responsible for sourcing, underwriting, and executing new investment opportunities as well as monitoring portfolio companies.
Prior to joining Concentric, Jeff was a Senior Associate at Peak Rock Capital, where he focused on private equity investments across a variety of industries. Previously, Jeff served as an Associate at Cotton Creek Capital, where he worked on equity investments in lower middle market companies. Jeff began his career as an Analyst at Harris Williams, where he worked on a number of merger and acquisition advisory engagements in the Industrials sector.
Jeff has a BS in Business Administration and a minor in Spanish from UNC-Chapel Hill. Outside of the office, Jeff loves to play tennis, golf, and travel with his wife.
Michael Melvin
Vice President
Michael is a Vice President and founding team member of Concentric. He is responsible for sourcing, underwriting, and executing new investment opportunities as well as monitoring portfolio companies.
Prior to joining Concentric, Michael spent five years developing relationships with and investing in small businesses across the country. He served as an Associate with Plexus Capital and held Associate and Analyst roles at Triangle Capital Corporation where he worked closely with the founding partners of Concentric.
Michael received a BS in Business Administration and a minor in History from UNC-Chapel Hill. He is a proud husband, father, and uncle, and is an active member of a local church and Bible Study Fellowship. Outside of the office, Michael loves to hunt and fly fish, especially with his dad and two brothers.
Will Westbrook
Senior Analyst
Will Westbrook serves as an Senior Analyst for Concentric. His primary responsibilities include screening potential investments, conducting due diligence, composing internal investment memos, monitoring portfolio performance, and assisting with quarterly valuations.
Prior to joining Concentric, Will worked as a Business Consultant for Ernst and Young where he gained experience in a variety of industries ranging from healthcare logistics to financial services. Will assisted teams in executing business process optimizations, market intelligence studies, and ERP implementations.
Will graduated Cum Laude from Bucknell University with a BA in Economics and minors in Mathematics and Religious Studies. Outside of work, Will enjoys playing golf, running, fly fishing, hiking, and participating in a weekly Bible study.
May 1, 2024
Concentric Announces Investment in USA Industries
Concentric Investment Partners (“Concentric”) is pleased to announce a new investment in USA Industries ("USA"). Headquartered in South Houston, TX, USA is a manufacturer, supplier, and rental provider of pipe isolation and testing products, tube plugs, flow measurement orifice plates, and heat exchanger tools to petrochemical, chemical, and other industrial facilities.
About Concentric
Headquartered in Raleigh, North Carolina, Concentric provides flexible capital solutions to lower-middle market businesses across the United States. The partners at Concentric - Brent Burgess, Matt Young, and Corbin Graves - have worked together for over a decade and collectively invested more than $1.4 billion in over 100 businesses. Concentric is currently investing out of a $266 million fund.
Concentric targets companies with $3-15 million of EBITDA and partners with private equity firms and independent sponsors, as well as directly with business owners, to finance changes of control, acquisitions, recapitalizations, and growth. Concentric typically makes $5-20 million investments in the form of unitranche debt, subordinated debt, and equity co-investments, and can lead debt transactions as large as $50 million.
March 19, 2024
Concentric Announces Investment in Canvas
Concentric Investment Partners (“Concentric”) is pleased to announce a new investment in Canvas. Founded in 2007 and based in Huntsville, Alabama, Canvas provides engineering, technical, and lifecycle management services to US defense agencies.
About Concentric
Headquartered in Raleigh, North Carolina, Concentric provides flexible capital solutions to lower-middle market businesses across the United States. The partners at Concentric - Brent Burgess, Matt Young, and Corbin Graves - have worked together for over a decade and collectively invested more than $1.4 billion in over 100 businesses. Concentric is currently investing out of a $266 million fund.
Concentric targets companies with $2-15 million of EBITDA and partners with private equity firms and independent sponsors, as well as directly with business owners, to finance changes of control, acquisitions, recapitalizations, and growth. Concentric typically makes $5-20 million investments in the form of unitranche debt, subordinated debt, and equity co-investments, and can lead debt transactions as large as $50 million.
January 9, 2024
Concentric Announces Investment in CarePartners Pharmacy
Concentric Investment Partners (“Concentric”) is pleased to announce a new investment in CarePartners Pharmacy ("CarePartners"). Concentric invested subordinated debt and equity to support the recapitalization of the business by Ashlar Capital Management, LLC and company management.
Based in Libertyville, Illinois, CarePartners is a specialty pharmacy platform providing home and ambulatory infusion services to patients who suffer from chronic conditions. CarePartners is licensed to serve patients in all 50 states and collaborates with insurers, drug manufacturers and physicians to deliver patients high-touch and cost-effective clinical services.
About Concentric
Headquartered in Raleigh, North Carolina, Concentric provides flexible capital solutions to lower-middle market businesses across the United States. The partners at Concentric - Brent Burgess, Matt Young, and Corbin Graves - have worked together for over a decade and collectively invested more than $1.4 billion in over 100 businesses. Concentric is currently investing out of a $266 million fund.
Concentric targets companies with $2-15 million of EBITDA and partners with private equity firms and independent sponsors, as well as directly with business owners, to finance changes of control, acquisitions, recapitalizations, and growth. Concentric typically makes $5-20 million investments in the form of unitranche debt, subordinated debt, and equity co-investments, and can lead debt transactions as large as $50 million.
September 20, 2023
Concentric Invests in Royalty Roofing & Majestic Facility Experts
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has closed an investment in Royalty Roofing and its sister company, Majestic Facility Experts (collectively, “Royalty”). Concentric partnered with Centerfield Capital Partners, Petra Capital Partners, and UMB Capital Corporation to provide capital in support of Six Pillars Partners' purchase of Royalty.
Headquartered in Seymour, IN, with satellite locations in South Bend, IN, Warsaw, IN, Ft. Myers, FL, and Orlando, FL, Royalty provides national re-roofing, maintenance, inspection and repair services predominantly to customers in the commercial end-market. Royalty also manages a network of technicians and trade experts throughout the U.S. to fulfill the repair and facility maintenance needs of its national, regional, and local commercial clients.
About Concentric Investment Partners
Headquartered in Raleigh, North Carolina, Concentric provides flexible capital solutions to lower-middle market businesses across the United States. The partners at Concentric - Brent Burgess, Matt Young, and Corbin Graves - have worked together for over a decade and collectively invested more than $1.4 billion in over 100 businesses. Concentric is currently investing out of a $266 million fund.
Concentric targets companies with $2-15 million of EBITDA and partners with private equity firms and independent sponsors, as well as directly with business owners, to finance changes of control, acquisitions, recapitalizations, and growth. Concentric typically makes $5-20 million investments in the form of unitranche debt, subordinated debt, and equity co-investments, and can lead debt transactions as large as $50 million.
June 29, 2023
Concentric Invests in Oilex
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has closed an investment in Oilex, the largest operator of U.S.-based quick lube locations within the Grease Monkey International ("GMI") franchise system. GMI is one of the nation's largest independent franchisors of automotive oil change centers, serving more than two million customers each year.
Founded in 2003 and headquartered in Denver, Oilex provides oil change and automotive maintenance services through 15 locations in the state of Colorado. Oilex will actively pursue additional add-on acquisition opportunities to expand its portfolio of quick lube locations in the Western U.S.
About Concentric
Headquartered in Raleigh, North Carolina, Concentric provides flexible capital solutions to lower-middle market businesses across the United States. The partners at Concentric - Brent Burgess, Matt Young, and Corbin Graves - have worked together for over a decade and collectively invested more than $1.4 billion in over 100 businesses. Concentric is currently investing out of a $266 million fund.
Concentric targets companies with $2-15 million of EBITDA and partners with private equity firms and independent sponsors, as well as directly with business owners, to finance changes of control, acquisitions, recapitalizations, and growth. Concentric typically makes $5-20 million investments in the form of unitranche debt, subordinated debt, and equity co-investments, and can lead debt transactions as large as $50 million.
December 20, 2022
Concentric Invests in Peak Nutritional Products
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has closed an investment in Peak Nutritional Products ("Peak").
Founded in 2011 and headquartered in Tampa, Florida, Peak is a contract manufacturer of nutraceutical products primarily for sports nutrition, fitness, and health & wellness brands. Peak provides custom formulation, manufacturing, packaging, and distribution services for its customers across a variety of product types, including tablets, capsules, liquids, and powders.
About Concentric
Headquartered in Raleigh, North Carolina, Concentric provides flexible capital solutions to lower-middle market businesses across the United States. The partners at Concentric - Brent Burgess, Matt Young, and Corbin Graves - have worked together for over a decade and collectively invested more than $1.4 billion in over 100 businesses. Concentric is currently investing out of a $266 million fund.
Concentric targets companies with $2-15 million of EBITDA and partners with private equity firms and independent sponsors, as well as directly with business owners, to finance changes of control, acquisitions, recapitalizations, and growth. Concentric typically makes $5-20 million investments in the form of unitranche debt, subordinated debt, and equity co-investments, and can lead debt transactions as large as $50 million.
October 7, 2022
Concentric Invests in One Source Communications
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has closed an investment in One Source Communications ("One Source"). The proceeds of the investment were used by One Source to acquire SUMO Technologies and support various other growth initiatives.
Founded in 1989 and based in Greenville, North Carolina, One Source is a managed services provider that implements and maintains mission-critical telecom connectivity, infrastructure, and cybersecurity primarily for enterprises with multi-location operations.
About Concentric
Headquartered in Raleigh, North Carolina, Concentric provides flexible capital solutions to lower-middle market businesses across the United States. The partners at Concentric - Brent Burgess, Matt Young, and Corbin Graves - have worked together for over a decade and collectively invested more than $1.4 billion in over 100 businesses. Concentric is currently investing out of a $266 million fund.
Concentric targets companies with $2-15 million of EBITDA and partners with private equity and independent sponsors, as well as directly with business owners, to finance changes of control, acquisitions, recapitalizations, and growth. Concentric typically makes $5-20 million investments in the form of unitranche debt, subordinated debt, and equity co-investments, and can lead debt transactions as large as $50 million.
December 31, 2021
Concentric Invests in SkyMark Refuelers
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, is excited to announce an investment in SkyMark Refuelers (“SkyMark”).
Founded in 2013, SkyMark is a market-leading manufacturer of custom work trucks serving the aviation refueling, liquid waste removal, hi-rail maintenance, direct-to-locomotive refueling, and refined fuel delivery industries. The Company is headquartered in Kansas City, Kansas with an additional production facility in Findlay, Ohio.
About Concentric
Headquartered in Raleigh, North Carolina, Concentric provides flexible capital solutions to lower-middle market businesses across the United States. The partners at Concentric – Brent Burgess, Matt Young, and Corbin Graves – have worked together for over a decade and collectively invested more than $1.4 billion in over 100 businesses. Concentric is currently investing out of a $266 million fund.
Concentric targets companies with $2-15 million of EBITDA and partners with private equity and independent sponsors, as well as directly with business owners, to finance changes of control, acquisitions, recapitalizations, and growth. Concentric typically makes $5-20 million investments in the form of unitranche debt, subordinated debt, and equity co-investments, and can lead debt transactions as large as $50 million.
December 30, 2021
Concentric Invests in Ro Health
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has closed an investment in Ro Health, a provider of healthcare staffing solutions primarily on the West Coast.
Headquartered in Seattle, Ro Health places licensed healthcare providers into high-demand roles in schools, public health, home health, and other end markets. Ro Health specializes in providing school districts with nurses and behavioral health professionals who provide 1-to-1 care for students with chronic physical and mental disabilities.
About Concentric
Headquartered in Raleigh, North Carolina, Concentric provides flexible capital solutions to lower-middle market businesses across the United States. The partners at Concentric – Brent Burgess, Matt Young, and Corbin Graves – have worked together for over a decade and collectively invested more than $1.3 billion in over 100 businesses. Concentric is currently investing out of a $266 million fund.
Concentric targets companies with $2-15 million of EBITDA and partners with private equity and independent sponsors, as well as directly with business owners, to finance changes of control, acquisitions, recapitalizations, and growth. Concentric typically makes $5-20 million investments in the form of unitranche debt, subordinated debt, and equity co-investments, and can lead debt transactions as large as $50 million.
November 10, 2021
Concentric Closes Investment in Modani
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, is pleased to announce an investment in Modani, a provider of modern furniture and home decor products. The financing represents the fifth platform investment in Concentric's inaugural fund.
Founded in 2007 and based in Miami, Florida, Modani sells furniture online and through a network of 17 showrooms located throughout the United States. Concentric's investment was used to support the acquisition of Modani from Maisons du Monde, a publicly-traded French home decor company.
About Concentric
Headquartered in Raleigh, North Carolina, Concentric provides flexible capital solutions to lower-middle market businesses across the United States. The partners at Concentric – Brent Burgess, Matt Young, and Corbin Graves – have worked together for over a decade and collectively invested more than $1.3 billion in over 100 businesses. Concentric is currently investing out of a $266 million fund.
Concentric targets companies with $2-15 million of EBITDA and partners with private equity and independent sponsors, as well as directly with business owners, to finance changes of control, acquisitions, recapitalizations, and growth. Concentric typically makes $5-20 million investments in the form of unitranche debt, subordinated debt, and equity co-investments, and can lead debt transactions as large as $50 million.
November 1, 2021
Concentric Closes Investment in Made By The Water
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has closed an investment in Made By The Water, a craft beer company with three brands - Oyster City Brewing Company, Catawba Brewing, and Palmetto Brewing.
Concentric's investment was used to support the acquisition of Catawba Valley Brewing Company, a Morganton, NC-based craft brewery, making Made By The Water into one of the largest Southeast-based craft brewers.
About Concentric
Headquartered in Raleigh, North Carolina, Concentric provides flexible capital solutions to lower-middle market businesses across the United States. The partners at Concentric – Brent Burgess, Matt Young, and Corbin Graves – have worked together for over a decade and collectively invested more than $1.3 billion in over 100 businesses. Concentric is currently investing out of a $266 million fund.
Concentric targets companies with $2-15 million of EBITDA and partners with private equity and independent sponsors, as well as directly with business owners, to finance changes of control, acquisitions, recapitalizations, and growth. Concentric typically makes $5-20 million investments in the form of unitranche debt, subordinated debt, and equity co-investments, and can lead debt transactions as large as $50 million.
September 30, 2021
Concentric Invests in Sales Xceleration
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, has closed an investment in Sales Xceleration, a provider of sales leadership services for small and mid-sized businesses.
Founded in 2011, Sales Xceleration provides outsourced and fractional sales leadership services to businesses throughout the U.S. and Canada. These services are provided through a network of experienced sales professionals who operate independently under the Sales Xceleration brand.
About Concentric
Headquartered in Raleigh, North Carolina, Concentric provides flexible capital solutions to lower-middle market businesses across the United States. The partners at Concentric – Brent Burgess, Matt Young, and Corbin Graves – have worked together for over a decade and collectively invested more than $1.3 billion in over 100 businesses. Concentric is currently investing out of a $266 million fund.
Concentric targets companies with $2-15 million of EBITDA and partners with private equity and independent sponsors, as well as directly with business owners, to finance changes of control, acquisitions, recapitalizations, and growth. Concentric typically makes $5-20 million investments in the form of unitranche debt, subordinated debt, and equity co-investments, and can lead debt transactions as large as $50 million.
September 8, 2021
Concentric Closes $266 Million SBIC Fund
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, announced today that it held a final closing of its inaugural fund, Concentric Partners I, LP (the "Fund"). The Fund exceeded its size target, closing with total capital commitments of $266 million including leverage from the U.S. Small Business Administration (the "SBA").
The Fund is licensed by the SBA and structured as a Small Business Investment Company ("SBIC"). Concentric received its SBIC license for the Fund in April 2021 and has since closed two platform investments.
About Concentric
Headquartered in Raleigh, North Carolina, Concentric provides flexible capital solutions to lower-middle market businesses across the United States. The partners at Concentric – Brent Burgess, Matt Young, and Corbin Graves – have worked together for over a decade and collectively invested more than $1.3 billion in over 100 businesses.
Concentric targets companies with $2-15 million of EBITDA and partners with private equity and independent sponsors, as well as directly with business owners, to finance changes of control, acquisitions, recapitalizations, and growth. Concentric typically makes $5-20 million investments in the form of unitranche debt, subordinated debt, and equity co-investments, and can lead debt transactions as large as $50 million.
June 10, 2021
Concentric Announces Closing of Second Investment
Concentric Investment Partners (“Concentric”), a lower-middle market private investment firm, is excited to announce the closing of an investment in a North Carolina-based manufacturing business. The financing represents the second platform investment in Concentric’s inaugural fund.
Concentric invested subordinated debt and equity to support the majority recapitalization of the business alongside an independent sponsor.
About Concentric
Headquartered in Raleigh, North Carolina, Concentric provides flexible capital solutions to lower-middle market businesses located across the United States. The partners at Concentric – Brent Burgess, Matt Young, and Corbin Graves – have collectively invested more than $1.3 billion in over 100 businesses since 1998.
Concentric targets companies with $2-15 million of EBITDA and partners with private equity and independent sponsors, as well as directly with business owners, to finance changes of control, acquisitions, recapitalizations, and growth. Concentric typically makes $5-20 million investments in the form of unitranche debt, subordinated debt, and equity co-investments, and can lead debt transactions as large as $50 million.
May 17, 2021
Concentric Hires Rachael Butz as Controller
Concentric is proud to announce the addition of Rachael Butz as Controller and the newest member of the Concentric team. As Controller, Rachael is responsible forfinancial reporting, treasury management, SBA reporting, and financial planning.
Prior to joining Concentric, Rachael worked as a Fund Accountant at HCG Funds and served as a Fund Manager at Venture Back Office. She started her career as an Auditorat Ernst & Young.
Rachael received her B.S. in Business Administration from University of North Carolina Wilmington and her Master of Accounting from NC State University. She also holds an active CPA license in the state of North Carolina. Outside of the office, Rachael enjoys traveling with her husband, hiking with her Golden Retriever, and spending time with her friends and family.
About Concentric
Headquartered in Raleigh, North Carolina, Concentric provides flexible capital solutionsto lower-middle market businesses located across the United States. The partners at Concentric – Brent Burgess, Matt Young, and Corbin Graves – have collectively invested more than $1.3 billion in over 100 businesses since 1998.
Concentric targets companies with $2-15 million of EBITDA and partners with privateequity and independent sponsors, as well as directly with business owners, to finance changes of control, acquisitions, recapitalizations, and growth. Concentric typically makes $5-20 million investments in the form of unitranche debt, subordinated debt, andequity co-investments, and can lead debt transactions as large as $50 million.
April 5, 2021
Concentric Announces SBIC License Approval for Inaugural Fund
Concentric Investment Partners (“Concentric”) is pleased to announce that its inaugural fund has been approved for a Small Business Investment Company (SBIC) license by the U.S. Small Business Administration.
Headquartered in Raleigh, North Carolina, Concentric provides flexible capital solutions to lower-middle market businesses located across the United States and is currently investing out of a $250+ million fund. The partners at Concentric – Brent Burgess, Matt Young, and Corbin Graves – have collectively invested more than $1.3 billion in over 100 businesses since 1998. Prior to founding Concentric, the partners worked together for more than 10 years at Triangle Capital Corporation.
Concentric targets companies with $2-15 million of EBITDA and partners with private equity and independent sponsors, as well as directly with business owners, to finance changes of control, acquisitions, recapitalizations, and growth. Concentric typically makes $5-20 million investments in the form of unitranche debt, subordinated debt, and equity co-investments, and can lead debt transactions as large as $50 million.
Please reach out to a member of our team if you would like to discuss a new transaction opportunity.
April 1, 2021
Concentric Completes First Portfolio Investment
Concentric Investment Partners (“Concentric”) has closed an investment in Tax Advisors Group (“TAG” or the “Company”), a tech-enabled business service provider that specializes in property tax advisory services. The investment in TAG is Concentric’s first investment in its inaugural fund.
Founded in 2001, TAG is a leading business property tax advisory company serving clients throughout the nation, with a specialization in Business Personal Property tax filings in the state of Texas. Led by its CEO, Lynn Krebs, and President, Troy Fields, TAG employs an exceptional team of business tax experts and client success managers that provide the highest standard of customized tax advisory and client services who deliver industry-leading tax savings results.
TAG currently represents more than 650 clients and has delivered its clients more than $600 million in tax savings since the Company’s inception.
About Concentric
Headquartered in Raleigh, North Carolina, Concentric provides flexible capital solutions to lower-middle market businesses located across the United States. The partners at Concentric – Brent Burgess, Matt Young, and Corbin Graves – have collectively invested more than $1.3 billion in over 100 businesses since 1998.
Concentric targets companies with $2-15 million of EBITDA and partners with private equity and independent sponsors, as well as directly with business owners, to finance changes of control, acquisitions, recapitalizations, and growth. Concentric typically makes $5-20 million investments in the form of unitranche debt, subordinated debt, and equity co-investments, and can lead debt transactions as large as $50 million.
Terms and Conditions of Use
The information offered by Concentric Investment Partners, LP (“Concentric”, “we” or “us”) on this website and the information contained herein for general overview purposes only, and only subject to these terms and conditions (the “Terms and Conditions”). These Terms and Conditions apply to all users. By entering this website or by transmitting any information to the website, you acknowledge and agree to all of the Terms and Conditions. Please read them carefully. If you do not agree to the Terms and Conditions, please do not use this website. Any use of this website in a manner inconsistent with these Terms and Conditions is deemed unauthorized access and may subject the user to civil or criminal penalties. We reserve the right to revise these Terms and Conditions at any time and for any reason, without notice or obligation, by updating this posting. Your continued use of this website following the posting of any changes to the Terms and Conditions will mean that you accept the revised terms. We strongly recommend that you regularly review the Terms and Conditions.
Disclaimers
This website is not intended to be, should not be used or construed as, and is not, an offer to sell, a solicitation of any offer to buy, or a recommendation of an investment in any security. The website does not contain material information regarding any security, and no offer or solicitation may be made other than through the delivery of definitive offering documents, the information contained in which would supersede any information provided herein. Offers of securities will only be made where lawful, and in compliance with applicable law.
Concentric is not utilizing the website to provide investment or other advice, and no information or material on the website should be considered a recommendation to buy or sell any security, or be relied upon for the purpose of making investment decisions. In addition, no information, content, or other materials contained on the website should be construed or relied upon as investment, legal, accounting, tax, or other professional advice or in connection with any offer or sale of securities.
Concentric makes no representation that transactions, products, or services discussed on the website are available or appropriate for sale or use in any jurisdictions or by any investor. Persons who access the website do so at their own initiative and are responsible for compliance with local laws or regulations.
While Concentric uses reasonable efforts to obtain information from reliable sources, Concentric makes no representations or warranties as to the accuracy, reliability or completeness of any information or document on the website obtained from outside sources. Unsourced statements should be understood to reflect the subjective beliefs, opinions, expectations, or understandings of Concentric, which may be inaccurate. This website contains forward-looking statements, which reflect Concentric’s views with respect to, among other things, Concentric’s operations and financial performance. Such forward-looking statements are subject to various risks and uncertainties and speak only as of the date on which they are made. There are many factors that could cause actual outcomes or results to differ materially from those indicated in any forward-looking statement. You can identify these forward-looking statements by the use of words such as “outlook," “indicator," “believe," “expect," “potential," “continue," “may," “should," “seek," “approximately," “predict," “anticipate," “optimistic," “intend," “plan," “estimate," “aim," “will” or the negative version of these words or similar expressions. Concentric undertakes no obligation to update publicly or revise any information on the website, whether as a result of new information, future developments or otherwise. Opinions and any other information on the website are subject to change without notice.
Past performance is not indicative of future results; no representation is made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided.
Certain information relating to prior experience contained on this website is for illustrative purposes only to demonstrate the management, fundraising, and sourcing activity of certain personnel while employed at other firms. In certain cases, other investment professionals or firms had substantial involvement in and/or decision-making authority over, and made substantial contributions to the making and management of, certain of such investments, and certain of such individuals and firms will not be involved in Concentric or the making and management of its investments.
Third-party logos included herein are provided for illustrative purposes only. Inclusion of such logos does not imply affiliation with or endorsement by such firms or businesses. There is no guarantee that Concentric will work with any of the firms or businesses whose logos are included on this website in the future.
This website has not been filed with or reviewed by the U.S. Securities and Exchange Commission or any U.S. or non-U.S. governmental or self-regulatory authority. Investments in securities involve numerous risks, including but not limited to market, currency, economic, regulatory, tax, political, business, and other risks. There can be no guarantee that an investment in securities will be profitable, or that investors in securities will not lose some or all of their investment.
Legal and Privacy Notices
Legal requirements in various countries and jurisdictions may restrict the types of information that can be accessed on the internet or how it may be used. Persons who view or obtain information from this website should inform themselves of and observe any such restrictions in the jurisdiction in which they access this website. All visitors to this website should refer to our Privacy Policy.
Privacy Policy
Your privacy is important to Concentric Investment Partners, LP and its affiliates (together, “Concentric,” “our,” “us,” “we” or “company”). To better protect your privacy, we are providing information explaining our online information practices.
This Website Privacy Policy (this “Privacy Policy”) describes how we gather and use information for visitors of this website. Please read this Privacy Policy carefully. If you do not agree with any of the terms and conditions contained herein, please do not access or otherwise use this website.
This Privacy Policy constitutes a legally binding agreement between Concentric and you, the user of this website. By entering and using this website, you acknowledge your acceptance of, and agree to be bound by, the Privacy Policy stated herein, our Terms and Conditions and all additional terms incorporated by reference herein. If you do not agree to this Privacy Policy, please do not access or use this website.
THE INFORMATION WE COLLECT AND HOW WE USE IT
We may collect various types of information from users of this website. Concentric generally does not, however, collect any personally identifiable information such as names, home addresses or e-mail addresses from users of this website, unless a user contacts us directly.
To the extent that you provide us with any personally identifiable information through or in connection with this website, we may use such information for Concentric’ business purposes, but will not disclose any personally identifiable information about you to anyone, except as permitted or required by law or regulation and to service providers. In providing personally identifiable information to Concentric, you consent to Concentric’ use of such personally identifiable information for the purposes described in this Privacy Policy.
The transmission of information and data via the Internet is not completely secure. Although we make an effort to protect your personal data, we cannot guarantee the security of any information or data transmitted to or through our website; any transmission of information or data by you to or through this website is at your sole risk.
CAPACITY
You represent to Concentric that you have the authority to visit this website. This website is only intended for individuals who are at least 18 years of age. We do not knowingly encourage or solicit visitors to this website who are under the age of 18 or knowingly collect personal information from anyone under the age of 18 without parental consent. If we learn we have collected or received personal information from an individual under the age of 18, we will delete that information.
COOKIES
Information regarding how you access this website (e.g., browser type, access times and Internet Protocol (IP) address) and your hardware and software is automatically collected through the use of cookies (a small text file placed on your hard drive) or other technologies or tools. This information is used to improve website performance and for our business purposes. Where cookies are not necessary for us to provide the products or services you have requested or for the functioning of this website, we will ask you to consent to their use. You may opt-in to accept cookies automatically by changing the settings on your browser. If you opt-out of certain cookies, you may not be able to access certain parts of this website. You may visit www.aboutcookies.org to review comprehensive information about cookies, how they are used and how you may manage your cookie preferences.
This website uses Google Analytics, which collects information on site visitors and usage through cookies. (For more information on how Google Analytics collects and processes data, visit www.google.com/policies/privacy/partners). By using the site you hereby understand and consent to Google’s collection and processing of any data submitted by you to Concentric (including personally identifiable information such as IP address, domain name, webpage, the length of time spent on the site, or the pages accessed while visiting the site).
You may access any personally identifiable information we have about you by contacting us at info@concentricpartners.com .
NOTIFICATION OF CHANGES
We reserve the right to amend this Privacy Policy from time to time and for any reason, in our sole discretion, without notice, by updating this Privacy Policy. Accordingly, users are strongly encouraged to review our Privacy Policy regularly. If we decide to change our Privacy Policy, we will post those changes so our users are always aware of what information we collect, how we use it and under what circumstances, if any, we disclose it. If at any point we decide to collect personal information or use any collected information in a manner different from that stated at the time it was collected, we will notify users by posting changes on this page. We will use information only in accordance with the Privacy Policy under which the information was collected. Your continued access or use of this website following the posting of changes to this Privacy Policy means that you accept such revisions, changes and/or amendments. If you object to any of the changes to this Privacy Policy, please stop accessing this website. Please check this page frequently and review any changes to this Privacy Policy carefully so you are aware of any changes, as they are binding on you.
MISCELLANEOUS
Please review the Terms and Conditions on our website prior to accessing this website.
CONTACT US
If you have any questions or concerns about this Privacy Policy, please contact us at info@concentricpartners.com .
CALIFORNIA WEBSITE PRIVACY POLICY
Date: March 2021
This California Website Privacy Policy supplements the Website Privacy Policy with respect to specific rights granted under the California Consumer Privacy Act of 2018 (as amended, the “CCPA”) to natural person California residents and provides information regarding how such California residents can exercise their rights under the CCPA. This supplement is only relevant to you if you are a resident of California as determined in accordance with the CCPA. Information required to be disclosed to California residents under the CCPA regarding the collection of their personal information that is not set forth in this CCPA supplement is otherwise set forth in the Website Privacy Policy. To the extent there is any conflict with the privacy requirements under the Gramm-Leach-Bliley Act and/or Regulation S-P (“GLB Rights”), GLB Rights shall apply.
What does this Website Privacy Policy apply to?
This Website Privacy Policy applies solely to your interactions with us through our Website (as defined below). If you provide personal information to use through another means (e.g., as an employee or seeking employment, as a client, or as an investor) then a separate privacy notice will govern that personal information.
What information do we collect about you?
We collect limited types of personal information through our website and investor reporting portals as well as through other electronic communications (e.g., emails), as applicable (collectively, the “Website”). The types of personal information we collect about you depend on the nature of your interaction with us. The categories of personal information we have collected from individuals on this Website over the last twelve (12) months may include the following:
- Identifiers, such as contact details and Internet Protocol address;
- Commercial information, such as account data;
- Internet or other electronic network activity information, such as information regarding your use of our Website (e.g., cookies, browsing history and/or search history), as well as information you provide to us when you correspond with us in relation to inquiries.
We do not knowingly collect or solicit personal information from anyone under the age of 18.
How do we obtain your personal information?
In connection with forming and operating our Website, we collect and maintain your nonpublic personal information from the following sources:
- Information from your communications with us in connection with this Website, including any update notices provided by you.
- Information captured on our Website, including registration information, information provided through online forms and any information captured via cookies.
We may combine personal information that you provide to us with information that we collect from or about you from publicly available sources. This will include information collected in an online or offline context.
How do we use your personal information?
We will use your personal information for one or more of the following business purposes:
- To perform services for you.
- To improve our Website and the products and services that we offer and notify you about changes to our products and services.
- To communicate with you, including responding to requests for information submitted by you through referencing our Website.
- To keep a record of your relationship with us.
- Ongoing operations, administrative, accounting, reporting, account maintenance and other processes.
- To audit and verify the quality and effectiveness of our services and compliance.
- To detect security incidents and to protect against malicious, deceptive, fraudulent, or illegal activity.
- To generally comply with U.S., state, local and non-U.S. laws, rules and regulations.
Additionally, we may use your personal information to keep you informed of our products and services, if you have provided your consent to us doing so, or where we have an existing relationship with you and we wish to contact you about products and services similar to those which we provide you, in which you maybe interested. You may opt-in to certain kinds of marketing, or all forms of marketing at any time, by contacting us and you may unsubscribe to receiving emails by clicking on the “opt-out” or “unsubscribe” link provided in all our marketing emails.
Who do we share your personal information with?
We do not sell any of the personal information we collect about you to third parties.
We do not disclose any nonpublic personal information about you to anyone, except as permitted or required by law or regulation and to affiliates and service providers, including but not limited to service providers, employees, agents, contractors, consultants, professional advisers, lenders, data processors and persons employed and/or retained by them. We may also disclose your information to other parties as maybe required by law or regulation, or in response to regulatory inquiries.
Within the last twelve (12) months, we have shared each of the categories of personal information collected in connection with this website with affiliates and service providers as set forth above in “What information do we collect about you?”
We may also share your personal information with applicable third parties in the event of a reorganization, merger, sale, acquisition, assignment, bankruptcy proceeding, or other disposition of all or a portion of our business, assets, or shares.
How do we keep your personal information secure?
We consider the protection of sensitive information to be a sound business practice, and to that end we employ appropriate organizational, physical, technical, and procedural safeguards, which seek to protect your personal information in our possession or under our control to the extent possible from unauthorized access and improper use.
Your rights under the CCPA
Deletion Rights: You have the right to request that we delete any of your personal information that we retain, subject to certain statutory exceptions, including, but not limited to, our compliance with U.S., state, local and non-U.S. laws, rules and regulations. We will notify you in writing if we cannot comply with a specific request and provide an explanation of the reasons.
Disclosure and Access Rights: You have the right to request that we disclose to you certain information regarding our collection and use of personal information specific to you over the last twelve (12) months. Such information includes:
- the categories of personal information we collected about you;
- the categories of sources from which the personal information is collected;
- our business or commercial purpose for collecting such personal information;
- the categories of third parties with whom we share the personal information;
- the specific pieces of personal information we have collected about you; and
- whether we disclosed your personal information to a third party, and, if yes, the categories of personal information that each recipient obtained.
No Discrimination: We will not discriminate against you for exercising your rights under the CCPA, including by denying service, suggesting that you will receive, or charging, different rates for services or suggesting that you will receive, or providing, a different level or quality of service to you.
How to Exercise Your Rights: To exercise any of your rights under the CCPA, or to access this notice in an alternative format, please submit a request on your behalf using any of the methods set forth in the Contact Us section below.
Contact Us
For any requests relating to the exercise of your rights under the CCPA, or questions regarding our processing of your personal information, please submit or have your authorized representative submit a request and telephone number by email at the following address: info@concentricpartners.com .
We will contact you to confirm receipt of your request under the CCPA and request any additional information necessary to verify your request. We verify requests by matching information provided in connection with your request to information contained in our records. Depending on the sensitivity of the request and the varying levels of risk in responding to such requests (for example, the risk of responding to fraudulent or malicious requests), we may request further information or your investor portal access credentials, if applicable, in order to verify your request. You may designate an authorized agent to make a request under the CCPA on your behalf, provided that you provide a signed agreement verifying such authorized agent’s authority to make requests on your behalf, and we may verify such authorized person’s identity using the procedures above.
Our goal is to respond to any verifiable consumer request within forty-five (45) days of our receipt of such request, but in certain cases, additional time might be required. Please contact us at info@concentricpartners.com with any questions about this California Website Privacy Policy.
EU WEBSITE PRIVACY POLICY
OUR COMMITMENT TO PRIVACY
Your privacy is important to Concentric Private Equity Partners, LP and its affiliates (together, “Concentric,” “our,” “us,” “we” or “company”). To better protect your privacy, we are providing information explaining our online information practices.
This EU Website Privacy Policy describes how we gather and use information for visitors of this website, or investors who use our online investor portal, in each case, that are from the EU and supersedes the Privacy Policy of Concentric linked to this website with respect to EU users, as applicable. Please read this EU Website Privacy Policy carefully.
For the purposes of applicable EU laws, Concentric and its affiliated general partners and managing members will each be a data controller of any personal data collected by us. If you have any questions regarding our use of your personal data, or this EU Website Privacy Policy, please contact us at info@concentricpartners.com .
We rely on various legal bases under applicable data protection legislation in order to process your personal information (e.g., name, title, address, email, date of birth, IP address, financial data, username, password, etc.), including our legitimate interests, contractual necessity and as required by law. We use the personal information we collect to operate our business and provide you with the services and products we offer and perform essential business operations. We do not collect any special categories of personal information about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sexual orientation, political opinions, trade union membership, information about your health and genetic and biometric data). Nor do we collect any information about criminal convictions and offences.
If we require your personal information due to a legal requirement, obligation, or in order to perform a contract with you, we will make you aware of this at the time we collect your personal data, and the possible consequences of you failing to provide this personal data. Failure to provide this information means that we cannot provide our services or products to you. In this case, we may have to cancel a product or service you have with us but we will notify you if this is the case at the time.
Further information about the legal bases under which we process your personal information is included in the section headed “Why we use your personal information.”
You do not need to take any action as a result of this EU Website Privacy Policy, but you do have certain rights as described below in the section headed “Your rights.”
HOW WE OBTAIN YOUR PERSONAL INFORMATION
Information you provide to us
We collect your personal information when you decide to interact with us and we only collect the information necessary to carry out our business for the purposes set out below. You can provide us with personal information via online form, email, post, telephone and this website and when you log into the investor online portal. We also collect information about you through automated technology.
Information provided by third parties or publicly available sources
We also process information in relation to companies that we are evaluating in connection with a potential investment in or purchase of such companies. In this situation, your personal data will be provided to us by third parties involved in that potential transaction (including the target of any investment).
WHY WE USE YOUR PERSONAL INFORMATION
To the extent that you provide us with any personal information, through or in connection with this website (i.e., via online form, telephone, email or post) or the investor online portal, we may use such information for the following purposes:
| Purpose | Legal Basis |
|---|---|
| To provide you with the services or products you have requested | Contractual necessity |
| To keep a record of your relationship with us | Legitimate interest |
| To verify your identity | Legal requirement |
| To conduct due diligence activities in connection with an actual or prospective corporate transaction or investment with respect to which we are party to | Legitimate interest |
| Fraud and abuse prevention | Legitimate interest |
| Litigation management and conducting internal audits and investigations | Legitimate interest |
| To administer and protect our business and this website | Legitimate interest |
| To make suggestions and recommendations to you about goods or services that may be of interest to you. | Legitimate interest |
No automated decision-making, including profiling, is used when processing your personal information.
MARKETING
We may send you direct marketing communications to keep you informed of our products and services in which you might be interested either where we have obtained your prior consent or based on our legitimate business interests where we have an existing relationship with you and we wish to contact you about similar products or services in which you may be interested. You may opt-in to certain kinds of marketing, and all forms of marketing at any time, by contacting us at info@concentricpartners.com. You can also click on the unsubscribe link provided in our marketing emails, if applicable, or by contacting us at info@concentricpartners.com .
DISCLOSURE AND TRANSFER OF PERSONAL INFORMATION
The transmission of information and data via the Internet is not completely secure. Although we do our best to protect your personal data, we cannot guarantee the security of any information or data transmitted to or through this website; any transmission of information or data by you to or through this website is at your sole risk.
Your personal information will be shared with and processed by our affiliates and certain service providers as necessary to fulfil the purposes set out in this policy, including service providers, employees, agents, contractors, consultants, professional advisers, lenders, data processors and persons employed and/or retained by any of the foregoing. We seek assurances that our standards for data security are met by anyone who enters into an agreement providing a service to, or for us, involving personal data. To the extent your personal information is transferred to countries outside of the EEA, such transfers will only be made in accordance with applicable data privacy laws. For further information about the safeguards/derogations used, please contact us at info@concentricpartners.com .
We reserve the right to disclose your personal information as required by law, or when we believe that disclosure is necessary to protect our rights and/or comply with a judicial proceeding, court order, request from a regulator, national security, for the purposes of public importance or any other legal or investigatory process involving us. Should we, or any of our affiliated entities, be the subject of a takeover, divestment or acquisition, we may disclose your personal information to the new owner of the relevant business and their advisors on the basis of our legitimate interest.
SECURITY AND RETENTION OF PERSONAL INFORMATION
We are committed to protecting the personal information you entrust to us. We adopt robust and appropriate technologies and policies, so the information we have about you is protected to the extent possible from unauthorized access and improper use. In addition, we limit access to your personal information to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.
We have put in place procedures to deal with any suspected personal information breach and will notify you and any applicable regulator of a breach where we are legally required to do so.
We will keep your personal information only for as long as is reasonably necessary for the purposes set out in this EU Website Privacy Policy, unless a longer retention period is required by law. We will not keep more information than we need for those purposes. For further information about how long we will keep your personal information, please contact us at info@concentricpartners.com .
CAPACITY
This website is only intended for individuals who are at least 18 years of age. We do not knowingly encourage or solicit visitors to this website who are under the age of 18 or knowingly collect personal information from anyone under the age of 18 without parental consent. If we learn we have collected or received personal information from an individual under the age of 18, we will delete that information.
COOKIES
Information regarding how you access this website (e.g., browser type, access times and Internet Protocol (IP) address) and your hardware and software is automatically collected through the use of cookies (a small text file placed on your hard drive) or other technologies or tools. This information is used to improve website performance and for our business purposes. Where cookies are not necessary for us to provide the products or services you have requested or for the functioning of this website, we will ask you to consent to their use. You may opt-in to accept cookies automatically by changing the settings on your browser. If you opt-out of certain cookies, you may not be able to access certain parts of this website. You may visit www.aboutcookies.org to review comprehensive information about cookies, how they are used and how you may manage your cookie preferences.
YOUR RIGHTS
You have the right to access the personal information we hold about you, and there are many ways you can control the way in which and what information we store and process about you. To exercise these rights and controls, please contact us at info@concentricpartners.com.
- Access: You have the right to ask for a copy of the personal information that we hold about you free of charge; however, we may charge a “reasonable fee,” if we think that your request is excessive, to help us cover the costs of locating the information you have requested.
- Correction: You may notify us of changes to your personal information if it is inaccurate or it needs to be updated.
- Deletion: If you think that we should not be holding or processing your personal information anymore, you may request that we delete it. Please note that this may not always be possible due to legal obligations.
- Restrictions on use: You may request that we stop processing your personal information (other than storing it), if: (i) you contest the accuracy of it (until the accuracy is verified); (ii) you believe the processing is against the law; (iii) you believe that we no longer need your data for the purposes for which it was collected, but you still need your data to establish or defend a legal claim; or (iv) you object to the processing, and we are verifying whether our legitimate grounds to process your personal information, override your own rights.
- Object: You have the right to object to processing, including: (i) for direct marketing; (ii) for research or statistical purposes; or (iii) where processing is based on legitimate interests.
- Portability: If you wish to transfer your personal information to another organization (and certain conditions are satisfied), you may ask us to do so, and we will send it directly if we have the technical means.
- Withdrawal of consent: If you previously gave us your consent (by a clear affirmative action) to allow us to process your personal information for a particular purpose, but you no longer wish to consent to us doing so, you can contact us to let us know that you withdraw that consent.
We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal information (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.
NOTIFICATION OF CHANGES
We reserve the right to amend this EU Website Privacy Policy from time to time by updating this EU Website Privacy Policy. If we decide to change our EU Website Privacy Policy, we will post those changes so our users are always aware of what information we collect, how we use it and under what circumstances, if any, we disclose it. If at any point we decide to collect personal information or use any collected information in a manner different from that stated at the time it was collected, we will notify applicable users. We will use information only in accordance with this EU Website Privacy Policy under which the information was collected.
CONTACT US
If you have any questions or concerns about this EU Website Privacy Policy, please contact us at info@concentricpartners.com.
COMPLAINTS
Should you wish to lodge a complaint with regards to how your personal information has been processed by us, please contact your local supervisory authority. In the UK, this is the Information Commissioner’s Office – https://ico.org.uk/global/contact-us.
USA Industries
- Company
- USA Industries
- Headquarters
- South Houston, TX
- Investment Date
- 2024
- Website
- usaindustries.com
- Description
- USA manufactures tube plugs, pipe isolation & testing products, and related products used in petrochemical, chemical, and other industrial facilities.
Canvas
- Company
- Canvas
- Headquarters
- Huntsville, AL
- Investment Date
- 2024
- Website
- canvas-inc.com
- Description
- Canvas is a provider of engineering, technical, and lifecycle management services to US defense agencies.
CarePartners Pharmacy
- Company
- CarePartners Pharmacy
- Headquarters
- Libertyville, IL
- Investment Date
- 2024
- Website
- carepartnersrx.com
- Description
- CarePartners Pharmacy is a specialty pharmacy platform that provides high-touch services to patients who suffer from chronic conditions.
Royalty Roofing
- Company
- Royalty Roofing
- Headquarters
- Seymour, IN
- Investment Date
- 2023
- Website
- royaltyroofing.com
- Description
- Royalty provides national re-roofing, maintenance, inspection and repair services predominantly to customers in the commercial end-market.
Oilex
- Company
- Oilex
- Headquarters
- Denver, CO
- Investment Date
- 2023
- Website
- oilexgreasemonkey.com
- Description
- Oilex provides oil change and automotive maintenance services and is the largest operator of U.S.-based quick lube locations within the Grease Monkey franchise system.
Peak Nutritional Products
- Company
- Peak Nutritional Products
- Headquarters
- Tampa, FL
- Investment Date
- 2022
- Website
- peaknutritionalproducts.com
- Description
- Peak is a contract manufacturer of nutraceutical products primarily for sports nutrition, fitness, and health & wellness brands.
One Source Communications
- Company
- One Source Communications
- Headquarters
- Greenville, NC
- Investment Date
- 2022
- Website
- onesource.net
- Description
- One Source Communications is a managed services provider that implements and maintains telecom connectivity, infrastructure, and cybersecurity primarily for enterprises with multi-location operations.
SkyMark Refuelers
- Company
- SkyMark Refuelers
- Headquarters
- Kansas City, KS
- Investment Date
- 2021
- Website
- skymarkrefuelers.com
- Description
- SkyMark Refuelers assembles and distributes aircraft refueling trucks, liquid waste removal trucks, and related truck bodies/tanks.
Ro Health
- Company
- Ro Health
- Headquarters
- Seattle, WA
- Investment Date
- 2021
- Website
- rohealth.com
- Description
- Ro Health provides healthcare staffing solutions primarily on the West Coast. Ro specializes in providing school districts with nurses and behavioral health professionals who provide 1-to-1 care for students with chronic physical and mental disabilities.
Modani
- Company
- Modani
- Headquarters
- Miami, FL
- Investment Date
- 2021
- Website
- modani.com
- Description
- Modani is a modern furniture brand that sells online and through a network of 17 showrooms located throughout the United States.
Made By The Water
- Company
- Made By The Water
- Headquarters
- Apalachicola, FL
- Investment Date
- 2021
- Website
- oystercity.beer
- Description
- Made By The Water is one of the largest Southeast-based craft brewers and has three brands - Oyster City Brewing Company, Catawba Brewing, and Palmetto Brewing.
Sales Xceleration
- Company
- Sales Xceleration
- Headquarters
- Indianapolis, IN
- Investment Date
- 2021
- Website
- salesxceleration.com
- Description
- Sales Xceleration provides outsourced and fractional sales leadership services to small and mid-sized businesses through a network of experienced sales professionals.
High Speed Gear
- Company
- High Speed Gear
- Headquarters
- Swansboro, NC
- Investment Date
- 2021
- Website
- highspeedgear.com
- Description
- High Speed Gear designs and manufactures pouches and other tactical gear used by military, law enforcement, and enthusiasts.
Tax Advisors Group
- Company
- Tax Advisors Group
- Headquarters
- Dallas, TX
- Investment Date
- 2021
- Website
- taxadvisorsgroup.com
- Description
- Tax Advisors Group is a business tax consulting company specializing in business personal property tax filings in the state of Texas.
ON Services
- Company
- ON Services
- Industry
- Business Services
- Experience
- Prior Firm
- Description
- ON Services provides event rental equipment and related services.
Drake Waterfowl
- Company
- Drake Waterfowl
- Industry
- Consumer Products
- Experience
- Prior Firm
- Description
- Drake develops and distributes branded hunting, fishing, outdoor, and casualwear products.