Strategy

Investment Criteria

We are often the first institutional partner for the businesses we invest in, working alongside founders and management teams at pivotal inflection points to transform strong businesses into scalable, enduring platforms.

We value relationship-driven partnerships, as well as alignment, and structure our investment to each unique situation.

Company profile

EBITDA: $10-30M+

Sectors: Industrials, Business Services, Financial Services

Geography: Primarily North America

Situations we know well

Family and founder-owned businesses with a shared desire to scale 

Corporate carve-outs needing standalone systems and teams

Other businesses at an inflection point

Backing exceptional founders to build disruptive Financial Services platforms

 

Our typical structure

Flexible capital structures oriented to long-term value creation

Typically, control investments alongside meaningful rollover from sellers and leadership teams

Equity participation for broader teams (through programs such as Ownership Works, where appropriate)

The Altamont team is one of the largest investors in the funds