Blueprint Investment Partners is a private equity firm focused on lower middle market companies. Founded in 2010 and headquartered in Palo Alto, California, Blueprint has invested in over 25 platform companies across healthcare, tech-enabled services, and specialty manufacturing/distribution. With deep expertise and a partnership approach, Blueprint works closely with management teams to accelerate growth, improve operations, and build long-term sustainable value. This article provides an overview of Blueprint Investment Partners, including its investment strategy, sector focus, portfolio companies, founders, and more.
Focusing on Growth Equity Investments in Lower Middle Market
Blueprint targets investments in profitable, growing companies with $3 million to $25 million of EBITDA. The firm invests in both majority and minority equity positions in lower middle market companies across North America. Blueprint aims to be a value-added partner, not just a source of capital. They work collaboratively with management teams to develop strategic plans and drive growth.
Healthcare, Tech-Enabled Services, and Specialty Manufacturing
Blueprint invests across three core industry verticals: healthcare, tech-enabled services, and specialty manufacturing/distribution. Within healthcare, they focus on providers, payors, outsourced services, and healthcare IT. Tech-enabled services investments include software/SaaS, IT services, and tech-driven business services. In specialty manufacturing and distribution, Blueprint targets niche manufacturers, value-added distributors, and industrial technologies.
Experienced Team with Strong Track Record
Blueprint was founded by experienced private equity professionals Ezra Perlman, Brian Cheatham, and Gary Koch. Perlman was previously a Managing Director at Summit Partners, while Cheatham and Koch worked together at Brentwood Associates. The partners have over 50 years of combined investing experience and have generated strong returns across their 25+ platform investments.
Portfolio of Leading Lower Middle Market Companies
Current and former Blueprint portfolio companies include QuickLabel, Compliance Risk Concepts, Laser Options, BioDOT, Omatic Software, and Diversified Chemical Technologies. Several investments have been successfully exited, such as Interra Health which was acquired by MatrixCare in 2021. Blueprint’s holdings represent some of the top lower middle market businesses across healthcare, tech, and specialty manufacturing.
Blueprint Investment Partners is a leading private equity firm targeting the lower middle market. With sector expertise and an operational focus, Blueprint works as a partner to growing companies to help take them to the next level. The firm has had continued success investing in healthcare, tech-enabled services, specialty manufacturing, and other niche industries.