Palladium Equity Partners is a private equity firm focused on making investments in lower-middle market companies with a special focus on partnering with founders and family-owned businesses.

Finance

Palladium Equity Partners

Palladium Equity Partners' headquarters in New York, NY, United States

Marcos A. Rodriguez

Dominick Barbieri

Anna Dean

Nancy Mitchell

Ava Rostant

Alex Funk

Kelly McCarthy

Kevin L. Reymond

Carlos Reyes

Meahgan O’Grady

Kate Lehman

Suzanne Wong

The Investment and Fundraising team at Palladium Equity Partners is responsible for sourcing, evaluating, and executing investment opportunities in lower-middle market companies, particularly those owned by families and founders. Additionally, the team engages in fundraising efforts to secure capital from investors, ensuring effective communication and relationships with stakeholders while promoting the firm’s commitment to ESG and sustainability initiatives within its portfolio.

Investment and Fundraising

The Leadership Team at Palladium Equity Partners is responsible for setting the strategic direction of the firm, overseeing investment decisions, and fostering partnerships with founders and family-owned businesses. This team comprises experienced professionals across various functions, including fundraising, compliance, and human resources, ensuring effective governance and support for portfolio companies in the lower-middle market. They play a critical role in cultivating a collaborative firm culture and driving growth through informed investment strategies.

Leadership Team

The Business Development and Operations team at Palladium Equity Partners is responsible for driving strategic growth initiatives and optimizing internal processes to enhance operational efficiency. This team supports the firm’s investment activities by facilitating collaboration among portfolio companies, streamlining administrative functions, and overseeing human resources operations, all while ensuring a seamless experience for both internal stakeholders and external partners.

Business Development and Operations

The Executive Management team at Palladium Equity Partners is responsible for setting the strategic direction and overseeing the overall operations of the firm. This team, composed of senior leadership, works collaboratively to identify investment opportunities, manage portfolio companies, and ensure alignment with the firm's mission to partner with founders and family-owned businesses, driving growth and creating value for stakeholders.

Executive Management

The Finance and Accounting team at Palladium Equity Partners plays a critical role in managing the firm's financial operations and ensuring compliance with accounting standards. This team oversees budgeting, financial reporting, tax strategies, and cash flow management, while actively supporting investment evaluations and providing insights to enhance portfolio company performance. They work collaboratively to maintain financial integrity and optimize resource allocation for the firm and its investments.

Finance and Accounting

The Legal and Compliance team at Palladium Equity Partners is responsible for ensuring that the firm operates within the legal frameworks and regulatory requirements pertinent to private equity investments. This team provides legal guidance on transactions, manages compliance with industry regulations, and safeguards the firm’s operations against legal risks, all while supporting the strategic objectives of partnering with founders and family-owned businesses.

Palladium Equity Partners

Org chart

Teams

Investment and Fundraising

Leadership Team

Business Development and Operations

Executive Management

Finance and Accounting

Legal and Compliance

Offices

Palladium Equity Partners

Org chart

Teams

Investment and Fundraising

Leadership Team

Business Development and Operations

Executive Management

Finance and Accounting

Legal and Compliance

Offices

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