Auxo Firm Directory · Independent Research Profile

Aldrich Capital Partners

Aldrich Capital Partners describes itself as a growth-oriented equity firm formed by investors and operators with entrepreneurial backgrounds. Its stated approach combines growth capital with strategic, board-level, and operational support for founder-run companies.

Key takeaway

What stands out about Aldrich Capital Partners

Aldrich Capital Partners publicly describes a strategy focused on founder-run, capital-efficient companies ready to accelerate growth. Its stated technology-sector focus includes healthcare IT, financial technology, and application software, while its Fund I materials identify North American lower-middle-market companies and both control and minority growth-equity investments.[1][2][3][7][14]

What does Aldrich Capital Partners invest in?

Aldrich Capital Partners is a growth-oriented equity firm founded in 2014 by investors and operators with entrepreneurial backgrounds. The firm describes its role as being the “entrepreneurs behind the entrepreneur.”

ACP states that it partners with founder-run companies that have built successful businesses in a capital-efficient way and are ready to accelerate growth. Its publicly described support includes liquidity, strategic guidance, additional capital for expansion or acquisitions, senior-executive recruitment, board building, and operational assistance.[1][2][3]

ACP describes its strategy as providing growth equity to founder-run businesses prepared to scale. Its Fund I strategy included both control and minority growth-equity investments.

The firm also states that it can provide liquidity while supporting expansion, acquisitions, senior leadership recruitment, board development, transaction execution, and post-merger integration.[1][2][3]

Owners evaluating a financial buyer can compare the offer with independent valuation analysis, understand how acquirers approach transactions through Auxo’s buy-side M&A process guide, and consider whether a full or partial sale best fits their objectives.

Public size / criteria information
The current homepage reports $1.2B+ in total AUM, 70%+ first-time institutional capital, and 1,890 portfolio-company employees. Fund I materials identify North American lower-middle-market companies and control and minority growth-equity investments as general parameters. The official investment-approach page does not publish a universal current revenue, EBITDA, enterprise-value, minimum-check, ownership-percentage, or investment-horizon threshold.[1][2]

What should a business owner evaluate before considering a transaction with Aldrich Capital Partners?

Owners evaluating a sale or growth-capital partnership should clarify whether the proposed investment would be control, minority, or another structure, because ACP’s Fund I materials document both control and minority investments. They should also confirm rollover equity, management incentives, board rights, founder roles, follow-on capital for acquisitions or organic expansion, and the operating resources assigned to the company.

ACP publicly describes support for liquidity, senior-executive recruitment, board building, outsourced M&A execution, and post-merger integration. Owners should ask how those capabilities would apply to the proposed transaction and which legal entity would make the investment.[2][3][12][13]

01

What current revenue, EBITDA, enterprise-value, growth-rate, and ownership criteria determine investment eligibility

The official investment-approach page does not publish universal current revenue, EBITDA, enterprise-value, minimum-check, ownership-percentage, or investment-horizon thresholds.[3]
02

Does ACP generally seek control, minority, or flexible positions by situation

ACP states that its Fund I strategy included both control and minority growth-equity investments.[2]
03

How are rollover equity, management incentives, board rights, and founder roles structured

ACP publicly describes board building, senior-executive recruitment, liquidity, and strategic support, while the official investment-approach page does not publish a universal ownership-percentage threshold.[3]

What companies does Aldrich Capital Partners target?

ACP describes its target companies as founder-run businesses that have built successful companies in a capital-efficient way and are ready to accelerate growth. Fund I materials identify North American-based lower-middle-market companies as the general target and state that the fund made both control and minority investments.

The official investment-approach page does not publish a universal current revenue, EBITDA, enterprise-value, minimum-check, ownership-percentage, or investment-horizon threshold.[1][2][3]

ACP identifies healthcare IT, financial technology, and application software as principal technology-sector areas. Its broader public positioning also refers to technology-driven companies.[2]

ACP’s debut institutional fund focused generally on North American-based lower-middle-market companies. Its official contact page lists offices in McLean, Virginia; Los Altos, California; and Hyderabad, India.[2][4]

ACP states that it can provide additional capital for expansion or acquisitions and act as an outsourced M&A team covering target prioritization, transaction structuring and execution, and post-merger integration.

A 2025 announcement described a $107 million recapitalization with Persivia and stated that ACP intended to help the company scale through targeted acquisitions and partnerships.[3][5]

Publicly documented investment examples include ProcessMaker, TimeDoc Health, Compliancy Group, OnePlan Solutions, SpinSci, and Persivia. The official portfolio page identifies sector filters and a portfolio-company section but does not display identifiable company names in the accessible page content; the names above are drawn from separate official transaction announcements.[5][6][8][9][10][11][14]

  • ACP announced a $107 million recapitalization with Persivia on May 9, 2025; the announcement stated that ACP intended to support growth through targeted acquisitions and partnerships.
  • SpinSci announced a $53 million majority investment from ACP on December 11, 2024.
  • ACP announced the sale of Paymerang to Corpay on May 9, 2024; the announcement stated that ACP had acquired Paymerang in 2018.
  • ACP announced a strategic investment in OnePlan Solutions on July 12, 2023 to support expansion, product development, and global market reach.
  • TimeDoc Health announced a $48.5 million Series B round from ACP on March 22, 2022 and stated that ACP joined its board alongside an existing investor.
  • ACP announced a $45 million investment for a majority stake in ProcessMaker on February 12, 2021.
[5][6][7][8][9][10]

What is not clear from Aldrich Capital Partners's public investment criteria?

The Aldrich Capital Partners homepage reports AUM and portfolio-company metrics but does not state a firm-level SEC, state investment-adviser, broker-dealer, or other regulatory registration number or status.

The official investment-approach page does not publish a universal current revenue, EBITDA, enterprise-value, minimum-check, ownership-percentage, or investment-horizon threshold.

The Paymerang sale announcement does not disclose transaction consideration, ownership percentage sold, financing terms, or the final closing date.[1][3][7]

Questions to ask when evaluating Aldrich Capital Partners as a buyer or investment partner

What current revenue, EBITDA, enterprise-value, growth-rate, and ownership criteria determine investment eligibility?
The official investment-approach page does not publish universal current revenue, EBITDA, enterprise-value, minimum-check, ownership-percentage, or investment-horizon thresholds.[3]
Does ACP generally seek control, minority, or flexible positions by situation?
ACP states that its Fund I strategy included both control and minority growth-equity investments.[2]
How are rollover equity, management incentives, board rights, and founder roles structured?
ACP publicly describes board building, senior-executive recruitment, liquidity, and strategic support, while the official investment-approach page does not publish a universal ownership-percentage threshold.[3]
What follow-on capital is available for acquisitions and organic expansion?
ACP states that it can provide additional capital for expansion or acquisitions and support M&A execution.[3]
Which operating resources are assigned to a new portfolio company, and at what cost?
ACP describes these support capabilities; owners should ask which resources would be assigned to a particular transaction.[3]
What is the expected investment horizon and exit-planning process?
The official investment-approach page does not publish a universal current investment-horizon threshold.[3]
Which legal entity will make the investment, and what firm-level regulatory status and compliance framework apply to the proposed transaction?
SEC Form D filings identify fund-level entities and Regulation D offering structures, while the Aldrich Capital Partners homepage does not state a firm-level regulatory registration number or status.[1][12][13]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. Official website / firm overview
  3. Services / capabilities
  4. Geography / market coverage
  5. Transaction / portfolio evidence
  6. Transaction / portfolio evidence
  7. Transaction / portfolio evidence
  8. Transaction / portfolio evidence
  9. Transaction / portfolio evidence
  10. Transaction / portfolio evidence
  11. Transaction / portfolio evidence
  12. SEC filing / regulatory record
  13. SEC filing / regulatory record
  14. Public disclosure information
Prepared and reviewed by: Auxo Capital AdvisorsEvidence standard: Public-source verification

How this profile was researched

Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.

Independent profile & regulatory context

Independent research profile

This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.

Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.

Broker-dealer and securities disclosure

Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.

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