Concentric Investment Partners

Managing Partners Brent Burgess and Matthew Young lead the firm. They are supported by Partner Corbin Graves and Principal Robbie Edmiston. The team's prior experience covers more than 100 lower-middle-market investments made together over three decades.

Concentric works closely with private equity funds, independent sponsors, family offices, and search funds — the firm explicitly lists them as deal partners on its website. The firm also invests directly alongside business owners and management teams, suggesting origination is heavily relationship-driven rather than auction-based.

Concentric operates as both a private credit and an equity investor. The firm writes unitranche and subordinated debt, structured with warrants when appropriate, and also provides minority recapitalizations, growth capital, and preferred equity. It does not market itself as a majority-buyout shop.

The firm targets businesses with $3–20 million in EBITDA, which translates to mature, cash-flow-positive companies rather than start-ups. Concentric explicitly states it does not invest in start-ups or turnarounds, and its deal types — buyouts, acquisitions, refinancings — confirm a focus on established lower-middle-market companies.

Concentric avoids real estate, start-ups, and turnarounds. Despite operating a generalist mandate, the firm has publicly declared these exclusions as part of its investment criteria.

Concentric obtained an SBIC license from the US Small Business Administration in April 2021. This allows the firm to supplement private LP capital with federally guaranteed debentures, which lowers funding costs and imposes a statutory requirement to invest in qualifying US small businesses — a structural feature that shapes both its cost of capital and its investment universe.

The firm has closed one reported fund, Concentric Partners I, LP, at $266 million in September 2021. There is no public disclosure of a second fund close, a sidecar vehicle, or a philanthropic foundation at this stage.