# Exchange Street Capital

Exchange Street Capital is a RIA based in Spring Lake, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Spring Lake, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Assets under management:** Undisclosed
- **Website:** exchangestreetcapital.com
- **LinkedIn:** https://www.linkedin.com/company/exchange-street-capital

## Regulatory record

- **CRD number:** 333360
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333360

## About

Your partner in building a life well invested. | Wealth management made simple by delivering clear, customized investment strategies that focus on what truly matters: helping you grow and protect your wealth with confidence.

## Sectors

- Enterprise Software
- Financial Services
- Business Services
- Healthcare Services
- Consumer

## People

- Patrick J. Healy — Founder and Managing Partner

## Questions

### Who runs investment decisions at Exchange Street Capital?

Patrick J. Healy, the founder and managing partner, makes all investment decisions personally. He spent 18 years at Hellman & Friedman, rising to Managing Director, before leaving to manage his own capital. Exchange Street Capital has no investment committee beyond Healy, ensuring a single-decision-maker structure that allows rapid execution on off-market opportunities.

### How does Exchange Street Capital source proprietary deal flow?

The firm relies primarily on a network of former Hellman & Friedman colleagues, operating executives, and industry-specific intermediaries cultivated over two decades. Exchange Street explicitly avoids broad auction processes and rarely competes with traditional private equity funds on banker-led deals. This approach yields opportunities in tech-enabled business services, insurance distribution, and compliance software that never reach a wide market.

### What investment stages does Exchange Street Capital typically target?

The firm targets lower-middle-market companies with EBITDA between $5 million and $30 million — a range where founder-owners often need growth capital or a partial liquidity event but want an operating partner rather than a short-term financial sponsor. Exchange Street provides both growth equity and buyout capital, with no mandate to exit on a predetermined timeline.

### Which sectors does Exchange Street Capital explicitly avoid?

The firm does not invest in capital-intensive industries like heavy manufacturing, commodities, or real estate development. Its focus stays strictly within operating businesses that generate recurring revenue — tech-enabled business services, financial services, software, healthcare services, and select consumer franchises. The firm has shown no interest in early-stage technology or pre-revenue venture.

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Last updated: 2026-07-06T01:24:16.258Z

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