Creative and fair transaction structuring to meet the needs of all constituents.
Growth-Driven Investment Returns.
Lower Middle Market Private Equity
Headquartered in Atlanta, Georgia, Level is a lower middle market private investment firm focused predominately on control equity recapitalizations in the business services, healthcare services, niche manufacturing, logistics, and software industries.
Directing our focus towards asset-light, scalable companies operating in defensible niche markets, we choose to partner with companies located in the Southeastern, Mid-Atlantic, or Midwestern regions, seeking opportunities where relationships and proximity matter.
Level has been involved in the investment within, management of, and growth of privately-held companies for over a decade, while its principals have developed a reputation for integrity and level dealings with its partners.
The firm has stood behind its principles in redefining the notion of a value-added partner through a tailored approach for post-closing engagement and support. In partnership with the management teams we back, we strive to achieve compelling investment returns by enhancing company growth and value propositions, in turn, creating company value. Our approach of driving equity returns through company building (not “financial engineering”) provides our firm opportunities to partner with innovative and intriguing companies.
We firmly stand by our philosophy of “build a great business” first, then let operator guidance and market dynamics drive the appropriate timing for exit of the investment. We have continually seen this approach maximize value to all constituents.
Given the diverse and proven nature of our investment professionals and operating advisor network, we prefer to assume operational and execution risk versus leverage risk. With the flexibility to invest as appropriate for the needs of the company and/or management team, our industry professionals are skilled in business development and assisting strategic initiatives.
