Private Equity

We build enduring value for our investors, our companies, and our firm.

Sector
Focus

Quantum Value Partners is a multi-sector investor with teams that focus on five industry sectors:

Business & Consumer Services

We look to invest in high-quality businesses with differentiated offerings, strong customer appeal, and attractive growth opportunities. We seek to invest in innovative companies that leverage a combination of product design, technology, data & analytics, and channel strategy to serve their customers exceptionally well. Our priority sectors include: distribution, financial services and retail services.

Healthcare

Our goal is to help scale growing healthcare companies into enduring enterprises that make a difference by delivering meaningful value to key constituencies in the ecosystem and that ultimately improve the quality of patient care, lower system costs, expand access, and/or leverage advanced data and analytics.

Industrials

We focus on investing in high quality, growth-oriented companies benefiting from enduring tailwinds with an ability to grow through market cycles. These companies should have the potential to outgrow their end-markets, including by leveraging innovative technologies and favorable market positions. We seek businesses that operate in attractively structured industries and that exhibit sustainable differentiation, compelling economic models, recurring demand profiles and limited cyclicality.

Technology & Communications

Themes which underpin our investment activity include the rise of generative AI, continued software adoption trends in underpenetrated sectors, the ongoing shift to cloud and SaaS, increasing technology ecosystem complexity, and growing demand for data centers and data transport capacity. Our areas of focus include vertical software, horizontal and infrastructure software, data & analytics, IT services, data centers, and IoT.

Education

We invest in innovative education companies that expand access, improve outcomes, and drive long-term impact. Our focus spans early childhood to lifelong learning, with a preference for scalable models, strong leadership, and mission alignment. We back entrepreneurs transforming how people learn, grow, and thrive in a changing world.

We seek to align with company leadership to transform what we view as high-potential businesses into enduring enterprises.

We bring capital and resources and look to act as thought partners to help build management and operating systems that enable scalable, profitable growth.

Company Attributes

We seek to partner with high-potential, resilient businesses we believe are well-positioned for long-term growth and to emerge as market leaders. We believe most of our investments have several of these characteristics:

Led by innovative management teams capable of building an enduring business
Operate in sectors and segments with attractive long-term demand tailwinds
Offer differentiated products or services that are gaining market share, with defensible positions and durable business models
A proven consolidation playbook with a large addressable universe of potential targets
Multiple ways to grow value, both organically and through acquisitions, and a leading or emerging market position that offers the benefits of scale
Strong organizational infrastructure, including management systems and reporting, and a proven ability to attract, retain, and incentivize talent
Use leading technologies to enable growth and build share, and/or disrupting and innovating in their markets

Investment Parameters

Our typical investment parameters are:

Enterprise values of USD $5 million to $25 million
Equity investments of USD $100 K to $1 million
Majority or minority ownership positions
Buyouts or management recapitalizations, partial recapitalizations, growth capital, and, in certain situations, public securities.
Principal business location in Mexico or Japan, while opportunistically investing globally and working with our portfolio companies to expand internationally.

Investment Strategy

How we create value

Over the course of more than 25 years, we have helped many exceptional management teams build high potential businesses into enduring enterprises.

Targeted Sourcing

We have developed a highly targeted, tech-enabled sourcing and cultivation process that we believe makes us a preferred buyer of companies we want to own.

We have developed deep networks in the ecosystems of the sectors in which we focus. We work closely with management teams, entrepreneurs, industry leaders, bankers, consultants, and advisors so we can be very targeted when pursuing investments and able to react quickly and decisively when evaluating opportunities. We highly value and nurture close connectivity with our partners in deal sourcing and frequently work with buy-side advisors.

Portfolio Company Support

We take a long-term, active approach to helping our companies grow and become market leaders. We have the capacity to become operators if necessary and we are committed, supportive, active investors and board members.

We collaborate with sector specialist investment professionals to introduce resources, best practices, and relationships that help companies grow and achieve our shared value creation goals. we have varied backgrounds and expertise across a variety of disciplines along with the scale and depth to handle larger support needs.

Customized Approach

We work collaboratively with our portfolio companies to help define the value creation approach early in our investment chapter and remain actively involved throughout our ownership.

No two portfolio engagements look alike; we customize our specific approach and resources working from a well-defined set of best practices. We help our management teams with growth strategy, board construction, M&A execution and integration, capital structure optimization, pricing, distribution, globalization, systems implementation, and talent recruitment.

We tailor each project around the unique needs of the management team and company, prioritizing the biggest drivers of value creation and bringing the right resources to bear on the opportunity.