Bv Investment Partners
Bv Investment Partners partners with entrepreneurs, families, owners, and management teams in technology-enabled business services, information technology services, software, and related data-driven businesses. It states a North American geographic focus, average EBITDA at investment of $7-30MM, and a minimum equity check of $65-$175M+.
What stands out about Bv Investment Partners
BV states that it invests in North American-domiciled companies providing technology-enabled business services, information technology services, software, and related information- and data-driven solutions. Its stated criteria include average EBITDA at investment of $7-30MM, a minimum equity check of $65-$175M+, and a preference for majority or minority positions.[1][2][3][4][7]
What does Bv Investment Partners invest in?
Bv Investment Partners is a Boston-based private equity firm that partners with entrepreneurs and families to invest in businesses and provide strategic, operating, and analytical assistance.
BV describes value-add support that includes senior-management recruitment, ancillary product launches, operational improvement, network introductions, operating-advisory support, new-sector and geographic launches, technology enhancements, and strategic M&A.[1][2]
BV states that it invests in technology-enabled business services and information technology services. The firm says its investment focus is informed by its teams’ experience, network, knowledge, and interest in those sectors.
BV also states that it actively creates target lists of potential acquisition opportunities and directly sources investments, which it describes as often strategic and highly accretive to portfolio-company growth plans.[2]
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.
Published criteria: BV publicly states a minimum equity check of $65-$175M+, average EBITDA at investment of $7-30MM, and a preference for majority or minority positions. It also states that it is often the first institutional investor.[2][3]
What should a business owner evaluate before considering a transaction with Bv Investment Partners?
Owners evaluating BV can clarify how the firm’s published criteria would apply to the company, including the current target EBITDA and equity-check range for the relevant fund. BV’s stated majority-or-minority flexibility also makes the proposed ownership structure and related governance arrangements important points to discuss.
Owners may also want to understand the expected ownership horizon and exit approach, rollover-equity and management-retention expectations, leverage and financing parameters, and whether the company would be treated as a platform or add-on investment. BV’s stated operating resources—including executive recruitment, operational improvement, technology enhancements, strategic M&A, and geographic or sector expansion—can be discussed at the company-specific level.[2]
What are the current target EBITDA and equity-check ranges for the fund and transaction under consideration
Would the proposed transaction involve a majority or minority position, and what governance rights would apply
What ownership horizon and exit approach would BV anticipate for this investment
What companies does Bv Investment Partners target?
BV states that it looks to partner with owners and management of businesses providing solutions and services that collect, store, disseminate, process, and utilize generated information and data.
Its published criteria include average EBITDA at the time of investment of $7-30MM, a minimum equity check of $65-$175M+, and a preference for majority or minority positions. BV also states that it is often the first institutional investor.[2]
BV seeks companies providing technology-enabled services to businesses that are specific, measurable, and actionable. Its cited examples include process efficiency, regulatory compliance, outsourced expertise, marketing, training, security, maintenance, and management.[3]
BV’s primary geographic focus is North American-domiciled companies.[2]
BV’s Business Services page reports investment in 124 platform companies across 12 funds. The firm also states that it creates target lists of potential acquisition opportunities and directly sources investments.
The cited materials do not establish a platform-versus-add-on classification for a prospective investment.[2][3]
BV’s official portfolio page lists current investments including Thomas & Company, Moxe Health, Altimeter Solutions Group, CyberSheath, Rightworks, Veracross, Consero Global, and EdTech Holdings. It lists CallTower and Resource Innovations among historical investments.
The official BV portfolio page states that its listed investments are representative of BV’s strategy and does not present the displayed list as a complete portfolio.[4]
On August 4, 2026, BV announced an investment in Thomas & Company and stated that it was partnering with CEO Nate Kenney and the broader leadership team.
On March 10, 2026, BV announced a majority investment in Moxe Health, an EHR-neutral clinical data exchange platform.
On April 2, 2026, BV announced the majority sale of CallTower to Court Square Capital Partners, with BV and CallTower management retaining a minority stake.
On January 21, 2026, BV announced an acquisition of Alacrity Solutions’ Managed Repair Program division and its operation under the new name Altimeter Solutions Group.[5][6][7][8]
What is not clear from Bv Investment Partners's public investment criteria?
The official BV portfolio page states that its listed investments are representative of BV’s strategy, so that page does not present the displayed list as a complete portfolio.
The CallTower transaction announcement identifies the buyer, retained minority stake, and business description but does not disclose a transaction valuation or purchase price in the announcement text.[4][7]
Questions to ask when evaluating Bv Investment Partners as a buyer or investment partner
What are the current target EBITDA and equity-check ranges for the fund and transaction under consideration?
Would the proposed transaction involve a majority or minority position, and what governance rights would apply?
What ownership horizon and exit approach would BV anticipate for this investment?
What rollover-equity and management-retention expectations would apply?
What leverage and financing parameters would apply to the transaction?
Would the company be evaluated as a platform or add-on investment?
Which operating resources would BV assign to the company, and which current portfolio-company executives or operating-advisory-board members would support it?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Industry / market focus
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- SEC filing / regulatory record
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 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.
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