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EXI Investment Partners
EXI Investment Partners is a private investment firm that partners with exceptional leaders to build enduring and meaningful companies. They are long term...
Overview
EXI Investment Partners is a private investment firm that partners with exceptional leaders to build enduring and meaningful companies. They are long term investors focused on small and mid-sized businesses with a preference for recurring revenues, strong cashflows and substantial growth opportunities. Their success is enabled by aligned partnerships with select family offices and other permanent capital sources to form single-asset investment vehicles with flexible mandates and investment horizons.
General information
Firm type
Private Equity
Year founded
2020
Location
Region
North America
Country
United States
City
Lake Forest
Corporate office
1955 Field Court, Suite 203, Lake Forest, IL 60045, United States
Principals
Jonathan Dries
Co-Founder
Nicholas Peters
Co-Founder
Jack Westerman
Co-Founder
Sector focus
Frequently asked questions
Who runs investment decisions at EXI Investment Partners?
Investment authority sits with the three co-founders: Jonathan Dries, Nicholas Peters, and Jack Westerman. All three were Managing Directors at Parallel49 Equity before founding EXI in 2020, having worked together since 2007. The firm does not list any additional investment committee members.
How does EXI structure its investment vehicles?
EXI does not raise a traditional blind-pool fund. It forms single-asset investment vehicles for each acquisition, raising capital deal-by-deal from aligned family offices and other permanent-capital sources. The firm states this provides unconstrained investment horizons and flexible mandates tailored to each company.
Which sectors does EXI target?
The firm pursues buyouts in specialty manufacturing, distribution, and business services. Disclosed holdings include medical-device compliance services (Medpoint), consumable medical products (SMI Cold Therapy), managed waste and recycling services (Certified Waste Solutions), and building products (EV Stone).
How is EXI's investment horizon different from a traditional private equity fund?
Because EXI raises capital on a deal-by-deal basis into single-asset vehicles without a fixed fund life, it faces no mandatory liquidation timeline. The firm publicly emphasizes patience and the ability to compound value over indefinite holding periods, contrasting with the typical five-to-seven-year private equity cycle.
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