Growth Equity
Concentric Equity
Concentric Equity takes minority stakes in growing companies, usually without full control, from Chicago, USA. It states a focus on financial services.
Stated investment criteria
What Concentric Equity says it buys
Read from Concentric Equity’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. Concentric Equity states that it takes minority stakes rather than control. Nothing here is a commitment by Concentric Equity to consider any particular business, and nothing on this page is represented as being for sale.
Valuation context
Transaction values in Financial Services
What companies have actually sold for in financial services, across 726 recorded transactions.
The full financial services picture - most active acquirers, recent transactions and every investor in the sector.
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Comparable investors
Similar mandates
Other growth equity investors active in financial services.