Investment Approach
Our Strategy
We are a growth-oriented, lower-market private investment firm dedicated to scaling and building operationally excellent companies. We partner with top-tier, passionate founders to invest in strategically well-positioned yet under-resourced businesses and unlock their potential through sustainable long-term growth and operational value creation.
Our investment strategy is rooted in a profound understanding and respect for the evolving challenges faced by small businesses. Our people-centric approach directly addresses these challenges and the scarcity of strategic resources, with a primary focus on the most valuable resource – people.
Central to our approach is a deep sense of responsibility and accountability for every partnership we cultivate. We reject the notion of remote, detached management, preferring instead to build trust through direct, face-to-face collaboration. Our hands-on involvement in the field is the driving force behind success in small businesses, embodying the spirit of “we,” working and succeeding together.
We place trust in leadership and strive for long-term alignment, fostering growth from within and empowering management and employees to reach their goals.
Active Thesis Efforts
AEP is industry agnostic, but primarily focuses on essential services and manufacturing. We target diverse sectors with highly scalable business models, strong market dynamics, consistent growth, structural barriers to entry, and fragmented landscapes undergoing early-stage consolidation, offering significant value creation opportunities aligned with our expertise, resources, and capabilities.
Aerospace & Defense Manufacturing
Environmental and Compliance Services
High-Value Property Services
Health and Fitness Consumer Services
Investment Criteria
Proven Track Record of Growth and Profitability
Enduring Market Demand with Recurring Revenue Drivers
Exceptional Leadership and Strong Company Culture
Strategic Value Creation Opportunities
Investment Parameters
Geography:
Size:
EBITDA between $500k – $4m
Structure:
Control Investments or Minority Ownership with Strong Governance Rights