Oval Partners
Oval Partners is a multifamily office investment firm that provides liquidity, growth capital, and acquisition funding to founders of growing businesses, focusing on high recurring revenue sectors like Business and Tech Enabled Services, Information Services, Internet, Software/SAAS, and Industrial Technology markets.
Overview of Oval Partners
Oval Partners is a multifamily office investment firm that offers liquidity, growth capital, and acquisition funding to the founders of growing businesses. The firm operates across North America, focusing on long-term investments in high-recurring-revenue businesses with proven cash flow characteristics. With extensive transaction experience spanning over 25 years, Oval Partners has made more than 100 acquisitions, generally targeting businesses in the Business and Tech Enabled Services, Information Services, Internet, Software/SAAS, and Industrial Technology sectors.
Investment Focus
Oval Partners focuses on investments in markets such as Business and Tech Enabled Services, Information Services, Internet, Software/SAAS, and Industrial Technology. The firm is particularly interested in companies with proven organic growth and long-term opportunities to expand addressable markets. Target businesses are typically high recurring revenue entities with attractive and proven cash flow characteristics. Oval Partners partners with founders of sub-$10M EBITDA businesses and invests for either control (51-100% of equity) or structured minority positions to provide liquidity and next-stage growth capital.
Platform Companies
Oval Partners has developed a network of platform companies to diversify its investment portfolio. New Charter Technologies offers customized IT services to small and medium-sized businesses across North America. Flex Technology Group provides tailored office equipment solutions. Techmotive specializes in the recalibration of Advanced Driver Assistance Systems (ADAS) for vehicles. These platform companies demonstrate Oval Partners' strategic focus on long-term growth and value creation within their respective markets.
Partnering with Founders
Oval Partners collaborates closely with the founders of businesses to facilitate sustainable growth and profitability through both organic development and acquisition investments. The firm targets founders of companies with sub-$10M EBITDA and prefers to invest for either full control or significant minority positions that provide for seller liquidity and growth capital. Oval Partners' approach combines private equity capabilities with the long-term, partnership-oriented mindset of a private holding company.