Auxo Firm Directory · Independent Research Profile

Concentric Equity Partners

Concentric Equity Partners publicly describes a flexible direct-investing approach through Financial Investments Corporation, with experience in management buyouts, leveraged buyouts, major and minority investments, recapitalizations, platform formations, add-on strategies, and exits.

Key takeaway

What stands out about Concentric Equity Partners

CEP publicly seeks profitable middle-market businesses with accomplished management teams and ethical business practices. It identifies several target sectors, does not invest in turnarounds, start-ups, or businesses with substantial technological risk, and states that it is flexible regarding investment timing, structure, and size.[1][2][3][4][6][7][8]

What does Concentric Equity Partners invest in?

Concentric Equity Partners is a private investment firm based in Chicago, Illinois, and the direct investing arm of Financial Investments Corporation. CEP states that it provides capital and strategic advisory support to middle-market companies to accelerate long-term value creation.[1] CEP states that it invests its own capital through FIC, which it says allows flexibility and a long-term approach when needed. Its stated transaction experience includes management buyouts, leveraged buyouts, and major or minority investment structures, with flexibility regarding timing, structure, and investment size.[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
CEP does not publish a universal minimum or maximum investment size on its official investment-criteria page. It states that investment size and structure are flexible and that it has historically pursued management buyouts, leveraged buyouts, and major or minority investments.[3]

What should a business owner evaluate before considering a transaction with Concentric Equity Partners?

An owner evaluating CEP should clarify the intended equity and voting control, seller rollover or management reinvestment, ownership horizon and exit philosophy, whether the company would operate as a standalone investment or a platform for add-on acquisitions, contemplated leverage or preferred-equity terms, board involvement, operating resources, management incentives, transaction expenses, exclusivity, representations, indemnities, and post-closing obligations. CEP’s public materials establish flexible investment structures, recapitalization activity, controlling and minority investment experience, add-on-oriented platform activity, and documented exits, but do not establish the terms that would apply to a particular transaction.[2][3][7][8][9]
01

What percentage of equity and voting control would CEP seek

CEP has publicly described both controlling and major or minority investment structures, so the proposed control position should be established for the specific transaction.[3][9]
02

How much seller rollover or management reinvestment is expected

CEP’s Pollan Paving recapitalization included the owner retaining a significant ownership stake, but the cited release does not establish whether similar terms would apply to another transaction.[7]
03

What is the intended ownership horizon and exit philosophy for this investment

The official investment-criteria page does not publish a standardized investment holding-period range.[3]

What companies does Concentric Equity Partners target?

CEP looks for accomplished management teams, ethical business practices, and businesses with a history and ongoing expectation of profitability. It states that it does not invest in turnarounds, start-ups, or businesses with substantial technological risk, while reserving discretion for companies with high-growth characteristics or strategic fit with an existing investment.[3] CEP identifies business and consumer services, tech-enabled services, banks, insurance services, value-added distribution, and niche manufacturing as sectors where it seeks value-creation opportunities.[3] CEP is based in Chicago, Illinois. Its official portfolio materials document U.S. investments and platforms in markets including Texas, Tennessee, Alabama, and the Southeast.[5] CEP’s public transactions include platform formation and add-on-oriented activity. In March 2022, CEP stated that it formed Leap Partners, recapitalized Conditioned Air Solutions, and provided the controlling equity for that transaction. Leap Partners was established to acquire and combine HVAC, plumbing, and electrical service businesses across the Southeast.[9] CEP’s official investments directory lists active and realized investments including Aleysian, Aruza Pest Control, Coastal Waste & Recycling, Frontier Waste Solutions, Leap Partners, Pollan Paving, RapidFire Safety & Security, Riverbend Sandler Pools, and Solution Works, among other companies.[4] CEP’s February 4, 2026 official release states that Aleysian was acquired by CEP and that Jon Klinepeter was appointed CEO. On January 21, 2026, CEP stated that it closed a partnership with and recapitalization of Pollan Paving; owner Benji Pollan retained a significant ownership stake and continued to lead the company with management. On April 1, 2026, CEP and Summer Street Capital Partners announced that they exited Frontier Waste Solutions through a sale to GFL Environmental.[6][7][8]

What is not clear from Concentric Equity Partners's public investment criteria?

The official investment-criteria page does not publish a universal minimum or maximum investment size or a standardized investment holding-period range. The Aleysian acquisition release does not disclose the acquisition price, equity investment amount, valuation, financing terms, or consideration structure. The Pollan Paving release does not disclose the recapitalization valuation, purchase price, equity check, leverage, or detailed transaction terms. The Frontier Waste Solutions exit release states that transaction terms were not disclosed. The official investments directory does not publish transaction values, purchase prices, valuation multiples, or financing terms for the listed investments. The official CEP introduction page does not provide a regulator, CRD number, IARD number, or firm-level investment-adviser registration status, and it describes FIC as having over $2 billion in investment commitments under management without stating a CEP-specific assets-under-management or fund-by-fund commitment figure.[1][3][4][6][7][8]

Questions to ask when evaluating Concentric Equity Partners as a buyer or investment partner

What percentage of equity and voting control would CEP seek?
CEP has publicly described both controlling and major or minority investment structures, so the proposed control position should be established for the specific transaction.[3][9]
How much seller rollover or management reinvestment is expected?
CEP’s Pollan Paving recapitalization included the owner retaining a significant ownership stake, but the cited release does not establish whether similar terms would apply to another transaction.[7]
What is the intended ownership horizon and exit philosophy for this investment?
The official investment-criteria page does not publish a standardized investment holding-period range.[3]
Will the company be a standalone investment or a platform for add-on acquisitions?
CEP has publicly documented the formation of Leap Partners as a platform established to acquire and combine businesses, making the intended role of a prospective investment a point to clarify.[9]
What leverage, preferred-equity, earn-out, or other financing terms are contemplated?
The cited Aleysian, Pollan Paving, and investments-directory materials do not disclose financing terms for those transactions or listed investments.[4][6][7]
Which operating resources and board-level support will CEP provide?
CEP publicly states that it provides strategic advisory support, but the cited materials do not establish the resources or board role that would apply to a particular transaction.[1]
How are management incentives structured?
CEP’s public transaction materials describe management participation in the Pollan Paving partnership but do not establish the incentive structure for another investment.[7]
What transaction expenses, exclusivity terms, representations, indemnities, and post-closing obligations would apply?
The cited transaction releases do not disclose detailed transaction terms, including the Pollan Paving terms and the terms of the Aleysian acquisition.[6][7]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. Investment strategy
  3. Investment approach
  4. Transaction / portfolio evidence
  5. Geography / market coverage
  6. Transaction / portfolio evidence
  7. Transaction / portfolio evidence
  8. Transaction / portfolio evidence
  9. Transaction / portfolio evidence
  10. SEC filing / regulatory record
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.

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