co·​a·​lesce | \ ˌkō-ə-ˈles \
Definition: to grow together

Building the platforms of tomorrow

Thesis-led investing in essential services businesses

Mission

Coalesce seeks to invest behind the operators, founders, and owners of leading mid-sized human capital and technology-enabled business services companies. We back ambitious entrepreneurs looking for a thoughtful capital partner to help accelerate their company’s growth.

How do we help? We provide upfront and ongoing capital, support technology and digital enablement, and provide a suite of tailored resources to drive value creation post-investment.

We are active and committed investors. Our goal is to forge deep partnerships with our portfolio companies and work collectively to build enduring companies of lasting value.

Sector Focus

We focus on companies that provide essential services to other businesses by leveraging human capital and technology-enabled processes. Focus areas include:
Professional & Digital
Services
Infrastructure Services
Testing, Inspection,
Certification & Compliance
(TIC & C)
Commercial
& Facility Services
Information & Analytics
Value-Added BPO
Route-Based & Logistics
Services
Residential & Franchise

Values

Our core values guide us in all of our interactions with our management partners, portfolio companies, investors and vendors:

Stewardship:

We are humble stewards of our companies’ people, capital, and identities.

Transparency:

We create meaningful, long-term relationships founded on sincerity and transparency.

Belonging:

We encourage collaboration, authenticity, and diversity of thought and expression.

Excellence:

We have an unyielding commitment to personal and professional growth in the pursuit of excellence.

Investments

Portfolio

Examinetics, a leading provider of occupational health compliance testing services, empowers businesses to protect the health and wellbeing of their employees through its comprehensive suite of occupational health compliance solutions, including hearing conservation, respiratory protection, and other medical screening and surveillance.

Examinetics leverages its unmatched scale supported by a large fleet of mobile medical units utilizing uniform standardized procedures to provide fast and flexible scheduling and consistent client service across the country. Examinetics reaches more than 3,000 clients in over 18,000 locations annually. Its internally developed hearing testing technology, called Salux™, allows Examinetics to be the only occupational health provider to offer testing services to its clients in any method best suited for any specific facility needs.

To learn more, visit www.examinetics.com.

Philosophy

How are we different? We emphasize a distinctive, people-focused, diversity-driven, and growth-oriented approach to investing. We partner with management teams that are at an inflection point and would benefit from a capital partner that can help pull the right levers to accelerate growth.

Key Tenets of Our Investment
Philosophy Include:

Criteria

Coalesce primarily makes control investments in mid-sized human capital and technology-enabled business services companies.

We do have the flexibility to make minority investments or provide other forms of equity capital based on the specific needs of each company.

We look to invest in businesses at the intersection of three criteria:
High-Quality
Business Model
Operating In a
Durable End-Market
Supported by
Secular Tailwinds
Some more specific attributes we may look for in our investments include:
  • Headquartered in North America.
  • Typically, at least $5M of EBITDA and $25M of Revenue.
  • Asset-light business model, powered by human capital.
  • Differentiated service offering, with clear competitive advantages and strong value proposition.
  • Entrepreneurial and ambitious management teams committed to driving long-term growth.
  • Opportunity to drive value through both organic growth and add-on acquisitions.
  • Stable end-markets with limited cyclicality and risk of disruption.
  • Strong secular tailwinds benefiting the business, such as an increase in outsourcing or growing regulatory complexity.

Team

Coalesce has a purpose-built team, with a unique blend of investing, deal sourcing, and operating experience.

Our team brings to bear significant prior expertise investing in business and technology-enabled services. We have seen and done it before across a variety of business models and verticals.

Investing & Business Development

Business Transformation – Coalesce Capital Advisors

Firm & Fund Operations

News

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Contact Us

Address:
605 Third Ave, 36th Floor
New York, NY 10158
E-mail:
For companies: bd@coalescecap.com
For all other inquiries: info@coalescecap.com
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