OpenPE is a principal investment firm providing direct investment as well as curated private equity fund exposure, both designed and built for the needs of sophisticated family office and nimble institutional partners.
We are an open platform bringing together talented investor operators aligned to drive succession and growth of founder- and family-owned companies with the potential to scale.
Each investment is supported by dedicated leadership focused and incentivized around a single company, not spread across a portfolio, driving deeper alignment and better outcomes for management, investors, and stakeholders alike.
Additionally, for partners needing to build new or revamp their privates allocation, we curate a parallel private funds programs across primaries and secondaries as a complement to our direct investments.
OpenPE provides solutions to family offices seeking a more direct, aligned, and scaled allocation to private equity across both direct investments and funds. For other asset classes and governance or formation needs, we work alongside best-in-class referral partners.
OpenPE is an open platform that enables investor operators to bet on themselves. We provide the infrastructure, capital, and network to help identify, acquire, and grow the right companies, and allow our investor operators to focus on driving value at the company level.
OpenPE helps family-owned and founder-led businesses unlock greater value by opening up technology, talent, and capital to collectively achieve the next level of growth and liquidity in a pragmatic timeframe.
We partner with family and founder-led businesses with clear opportunity and need for operational improvement under dedicated leadership and institutionalize them into defensible market positions.
Established cash flow and clear runway for operational improvement under focused, dedicated leadership.
Companies with the potential to unlock meaningful growth levers through focused effort.
United States-headquartered companies and select Canada-based ones.
Control-oriented acquisitions solving expansion and succession needs in family-owned businesses.
We concentrate on two durable sectors with strong secular tailwinds, fragmented competitive landscapes, and the ability to catalyze improvement and growth with technology and AI. Sector depth combined with embedding technology efficiently is our edge.
Specialty manufacturing · Industrial services & distribution · Residential services · Value-added processes · Managed services · Infrastructure maintenance services
Home health · Behavioral health · Physician practice management · Specialty clinics · Healthcare IT-enabled services
OpenPE provides infrastructure to help identify, acquire, and grow companies by helping dedicated operators to focus on what matters most.
Proprietary pipeline of acquisition targets sourced primarily through our operator and partnership networks that surfaces diamond-in-the-rough opportunities.
Sophisticated family office partners that bring not just capital but relationships and expertise.
Each acquisition receives a single committed operator, not a generalist spread thin across a portfolio. One leader. One company. Full accountability and alignment from day one.
We are selectively but continuously building our core network of family office partners and investor operators. If you are aligned with our model and want to learn more, we welcome a conversation.