Buyout PE
Platform
Platform acquires controlling stakes in established, profitable businesses, from Houston, United States. It states a focus on business & professional services, financial services, energy & utilities and healthcare & life sciences.
Stated investment criteria
What Platform says it buys
Read from Platform’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.
| Transaction types | Recapitalisation, Growth, Buy-and-build1 |
| Stated holding period | Permanent capital1 |
| People listed on its team page | 252 |
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. Platform states that it will take either a controlling or a minority stake. The team figure counts the people the firm shows on one team page, so it is a floor rather than a headcount: firms that split their team across tabs or load it in pages will read low. Nothing here is a commitment by Platform to consider any particular business, and nothing on this page is represented as being for sale.
Regulatory record
How Platform is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | SEC registered |
| Regulatory assets under management | $825m |
| Employees | 22 |
| Private funds advised | 2 · $825m gross |
| SEC adviser number | CRD 286532 |
Portfolio
Disclosed holdings
Companies Platform lists on its own website. No investment years are published.
| Company | Invested | Years held | Recorded transaction |
|---|---|---|---|
| ALM First | — | — | — |
| Alliance HCM | — | — | — |
| Alliance Strategies | — | — | — |
| Basin Creek | — | — | — |
| Champion Services Holdings | — | — | — |
| Dynamic Glass | — | — | — |
| Encino Energy | — | — | — |
| Evette Staffing | — | — | — |
| Exact Payments | — | — | — |
| Expedition Water Solutions | — | — | — |
| July Business Services | — | — | — |
| NextEdge Networks | — | — | — |
Compiled from Platform’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.
Valuation context
Transaction values in Business & Professional Services
What companies have actually sold for in business & professional services, across 668 recorded transactions.
The full business & professional services picture - most active acquirers, recent transactions and every investor in the sector.
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Comparable investors
Similar mandates
Other buyout pe investors active in business & professional services.