Vantage Equity Partners

Investors in Defensive Growth Businesses.

About Us

Vantage was founded in 2024 to make investments in Defensive Growth companies and partner with their management teams. Our founding partners developed a shared investing approach and strategy, while working together for over 10 years at The Carlyle Group and Vantage, and have a combined 40+ years of investing experience. Using our proven value creation formula, we seek to surround our partner companies with resources and back them with strategic capital to help them obtain their long-range objectives and build durable, lasting businesses.

We focus on Essential Services categories that are large, growing and fragmented with low economic cycle sensitivity.

Strategy

Vantage has a specific investment focus on Defensive Growth companies - these companies operate in sectors characterized by low-discretionary and low-deferability of demand and/or recurring consumption patterns. Given that on-going consistent demand, these target companies demonstrate resilience in the face of economic uncertainty, with multiple avenues to drive growth, both organically and through strategic add-on acquisitions, and will demonstrate consistent organic growth and strong free cash flow.

Target Sectors

Vantage focuses on industry sectors that are large, growing, and fragmented, offering attractive consolidation opportunities. We concentrate on the following essential services sectors where scale, operational improvement, and disciplined M&A can drive long-term value creation.

Essential Services

Commercial Services

Industrial Services

Residential Services

Professional Services

Route-Based Services

Automotive Services

Investment Criteria

We invest in platform companies in our targeted sectors with proven operating results and strong free cash flow.

Key investment criteria include:

growth

Company Revenue ($20M - $200M+)

recycle

Company EBITDA
($3M - $20M+)

office

Enterprise Value
($50M - $250M+)

globe

Geography
(United States & Canada)

cogs

Transaction Structure (Majority)

Key company criteria include:

strong market

Strong Market Position

profit-margin

Attractive Margins

differentiation

Competitive Differentiation

graph

Multiple Avenues for Organic Growth

teamwork

Capable and Collaborative Leadership

What People Are Saying

“The Vantage Team delivered exactly as promised from the start. We were impressed with how they invested time listening and learning about our business, history, culture, team, brand, what makes us different, and, most importantly, our long-term goals. We now have great partners and experienced Board Members who we are excited to work with in addition to the growth capital we need to continue scaling Restoration Mountain.”

Tom Neidert, Founder, and Andy Amrhein, CEO - Thomasville Restoration

"David Basto was a creative thought partner to me and our team during our partnership with him. As our Chairman, David was decisive and level-headed especially when we encountered some of the challenges of COVID and the environment that followed, allowing us to build our business both organically and through successful add-on acquisitions"

Chris Bauder, CEO - PurposeBuilt Brands

"The principals at Vantage are great partners, they are professional, high-integrity, business-builders. They worked seamlessly with our management team and have been great partners for my Company's next phase of growth"

Ritch Viola, Chairman & Founder - Every Man Jack

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