Our Strategy

Penfield Chase partners to build stronger, more competitive and resilient enterprises, while providing superior growth and value creation for our company partners and investors. Through private capital, guided by our approach and the expertise of our team, we aim to contribute meaningfully to the economic growth and prosperity of leading businesses, their employees, and other stakeholders.

Our Approach

  • Invest

    We invest in partnership for the long term. Our unique hybrid business model and fund structure is designed to deliver superior returns, while avoiding many of the limitations associated with traditional private equity investment fund models.

  • Innovate

    Through a hands-on, collaborative and entrepreneurial approach, we build strong, scalable growth platforms and chart an innovative path forward to unlock the full potential of each business.

  • Grow

    Our team of seasoned investment professionals draws from extensive operational experience, and proven strategy to partner and deliver superior results from organic growth and follow-on acquisitions.

Our Focus

We invest and create value in the lower end of the mid-market, working together with entrepreneurs, family enterprises and management teams to build companies that achieve their full potential. We look for companies with strong cash flow, with leading and defensible market positions, and strong organic and M&A growth prospects.