Investing for Long-Term Success

Perpetual Capital Partners is the direct, private investing arm of Perpetual Capital, a single-family office investment firm. We make control and minority investments in private businesses headquartered in the U.S. We operate as a holding company with an evergreen capital base, which enables us to focus on long-term value creation without the constraints of a defined holding period. We actively partner with our operating management teams to establish clear strategies, prioritize opportunities, allocate capital, and execute on strategic projects to accelerate growth and improve operations for long-term success.

• Sustainable Business Models – Target businesses with defensible market positions in established industries featuring recurring/repeat revenue models, differentiated products and services, and limited concept risk.
• Sound Fundamentals – Prioritize businesses with sound fundamental performance, consistent growth, stable margins, and a defined path to expansion or improvement.
• Focused Management – Attract, develop and retain professional managers with the industry and functional expertise to run and improve the day-to-day operations of each business, aligning their compensation with the performance of the company and the achievement of specific objectives.
• Long-Term Fundamental Value – Build robust businesses with solid fundamental value, and opt to sell when strategically advantageous, rather than adhering to a predetermined schedule.
• Proactive Ownership – Support our businesses as proactive owners, partnering with our operating leadership teams to help develop strategies, source and evaluate opportunities, oversee capital allocation decisions, solve problems, and help execute on strategic projects.

• Business Services
• Consumer & Retail
• Health Care Services
• Industrial
• Data and Information Services
• Media and Communications
• Real Estate
• Software/Technology Enabled Services
• Specialty Financial Services

Majority Control Transactions

• Established Operating Businesses
• Cash flows of $5 to $50 million
• Equity Investment up to $250 million
• Headquartered in the U.S.

Minority Investments

• Established Business Model
• Specific Use of Proceeds
• Ability to Add Value Beyond Capital
• Clear Path to Control or Exit
• No Minimum Transaction Size

We are happy to partner with experienced executives, other family offices, like-minded private equity firms, and value-added independent sponsors on transactions.

We also understand that our partners may have different holding period horizons than we do and work to structure mutually agreeable exit mechanisms that provide liquidity opportunities for our partners over time.

We are actively seeking add-on opportunities in:

• Fitness and Gyms
• Managed IT Service Providers