Business Owners

“We chose Platform as our financial partner given their experience in helping to build great companies. They understand the issues companies face and provide meaningful guidance and resources. We look forward to a long-term partnership with Platform.”

Dan Bucaro
President & CEO, Landmark Aviation

“We are excited to partner with Platform Partners at this important stage in ALM First’s history. Immediately after making their investment, Platform helped us explore new customer verticals and strategic partnership opportunities. What I appreciate most is they encouraged us to invest in our people and infrastructure to create a company built to last.”

Emily Hollis
CEO, ALM First Financial

Platform was founded with what, we believe, is a different approach to private equity investing. Most importantly, we are an investment manager for a perpetual investment company with permanent capital and without arbitrary time frames to exit investments. This distinction allows business owners and managers to focus on operations and creating long-term value without the disruption caused by frequent sale processes.

We work hard to be helpful to management teams and are not simply focused on the “numbers”. We seek to be a value-added partner to portfolio company management with a team approach to decision making and strategy. We act as a sounding board for managers and we do our best to help grow the business, while allowing management to focus on running the day to day operations. Often times, we source and help execute add-on acquisitions, we act as a point of contact with lenders, legal and tax advisors, and we help recruit complimentary additions to the management team. We also have strong relationships with numerous debt financing sources that can provide financing for add-on acquisitions and growth initiatives.

Our expertise and capital can provide:

  • Liquidity to existing owners and managers, while allowing for continuing ownership
  • Outside capital to grow your business organically and through acquisition
  • A network of talented business executives, advisors, third-party financing sources, etc.
  • A strategic partner willing to take an active role to help grow your company