Know earlier. See further. Build with focus.

How specialization becomes advantage — before, during, and after the investment.

How We Invest

The work begins before the opportunity does.

At Coalesce, our work starts well before an investment opportunity arises.

We study markets continuously, develop original theses, and build relationships across business services long before a company is in front of us.

So when the right opportunity emerges, we arrive with context, a developed point of view, and a head start on the conversation.

Know Earlier

Do the work before the opportunity.

We pair deep business services expertise with original research into business models, structural trends, customer needs, and growth drivers.

The result is a deeper understanding of where opportunity exists, what makes a business exceptional, and where the market may be heading.

The first conversation never starts at the beginning.

See Further

Start with management’s vision for what comes next.

The best companies can choose their partners. Capital alone isn’t enough.

We come with ideas, not a fixed plan, and we listen first. Management knows the business and the destination. We add perspective from many companies like theirs and ask the questions that sharpen the path.

Together, we build conviction.

Build with Focus

Delivery over
diagnosis.

Once we are aligned on where the business is going, we work alongside management to identify the few priorities that matter most.

Then we bring the experience, talent, and resources to turn those priorities into progress.

Sector Focus

Where We Invest

Two professionals discussing work on a tablet

Expertise-driven businesses where trusted relationships, specialized talent, and recurring engagements create durable franchises.

  • Architecture and Engineering Services
  • Legal Services
  • Office of the CFO
  • Testing, Inspection, Certification & Compliance
  • Niche Consulting

Businesses where technology deepens the service, embeds providers in customer workflows, and turns expertise into scalable, recurring revenue.

  • Data & Analytics
  • Digital Enablement & Transformation
  • Human Capital Management
  • Marketing & Information Services
  • Payments

Essential services that keep facilities, fleets, and supply chains running, with recurring demand reinforced by route density, long-term contracts, and regulation.

  • Environmental & Waste
  • Facility & Commercial
  • Route-Based Services
  • Specialty Distribution
  • Supply Chain Logistics
  • Franchise & Residential
Explore Our Partnerships Submit an Opportunity
Explore Our Partnerships Submit an Opportunity

Investment Criteria

What We Look For

We back mid-sized business services companies built on great people and smart use of technology. We typically take a majority stake, but their is flexibility to take minority stakes or provide other forms of equity capital.

Geography

Headquartered in North America

Revenue

$25M+ Revenue

EBITDA

Typically at least $5 million in EBITDA

Quality Business Models

Asset-light with strong customer value

Durable Markets

Stable markets with limited cyclicality

Multiple Paths Forward

Organic and inorganic growth opportunities

Committed Management

Entrepreneurial management teams

Value-Creation Framework

A framework for
focused action.

The S4 framework distills the recurring value-creation opportunities we see across business services companies into a common language: Systematize. Sell. Serve. Solve.

It provides management and Coalesce with a shared map for identifying where focused action can create the greatest impact.

Management sets the priorities. Coalesce brings ideas, people, and practical support to move them forward.

Systematize

Build the organization
the next stage requires.

  • Leadership and organizational capacity
  • Business intelligence
  • Finance, HR and IT
  • Scalable systems and processes

Sell

Strengthen the
growth engine.

  • Go-to-market
  • Sales capabilities
  • Marketing
  • New markets and customers

Serve

Help great
people do more.

  • Talent and retention
  • Technology and automation
  • Operating capacity
  • Productivity

Solve

Create more value
for customers.

  • Pricing
  • Key account growth
  • Cross-sell
  • New and expanded services

Let’s talk about what your business could become.

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