Platform Partners was founded in 2006 with the goal of creating a leading regional investment company whose objective and investment style was differentiated from most private equity firms. Platform seeks to invest between $10 and $75 million of equity capital in companies with a history of operating profitability.

Prior to forming Platform, the Principals had worked together for many years at a traditional private equity firm. We believed then, as we do now, that combining the traditional benefits of private capital with a very long-term focus can bring tremendous benefits to management teams and the companies they lead. As a result, we formed Platform with a few core philosophies.

First, Platform has an unlimited investment horizon without arbitrary time frames to exit investments. We believe that the best time to sell a healthy, growing company is never. This core conviction led us to structure Platform as a perpetual investment company with a permanent capital base. Our strategy does not mean we will never sell a company. However, we manage our investments as if we will own them forever. 

We believe that we can add more value to management teams and portfolio companies by focusing our efforts and capital as opposed to simply showing up for quarterly board meetings. We try to find attractive, long-term investments and we operate with a “buy & hold” perspective.

In order to achieve our objectives, we sought an investor group that shared our patient approach to building long-term value. Platform’s shareholders include family offices, successful executives and select institutions, the majority of which have a history of investing with us that, in many cases, dates back over 30 years. We consider our investor base to be one of our greatest assets and rely on them for guidance, industry expertise and investment referrals. As the largest investors in Platform, Management's interests are directly aligned with our shareholders and management partners.

Enterprise Software

Investment Management

Platform Partners LLC

Fred Brazelton

Brennon Brignac

Vikas Kalra

Rich Robinson

Katie Davis

Jorge Diaz

Lucas Kuipers

David Heaney

Vik Kalra

Jeremy Newsom

Laura Thompson

Geri House

Kenny Owen

The Leadership Team at Platform Partners LLC is responsible for setting the strategic direction and operational framework of the company, ensuring alignment with its long-term investment philosophy. Comprising seasoned executives with diverse expertise, the team focuses on fostering relationships with management teams and investors, guiding portfolio companies toward sustainable growth, and making informed decisions that enhance value over time. Their collaborative approach emphasizes a "buy & hold" strategy, leveraging their extensive industry knowledge and experience to support the firm's unique investment model.

Leadership Team

Finance Team

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Finance Team

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