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Factor89 Group
Factor89 is a control equity finance company operating in the lower-middle market. We partner with owners of companies who are looking to achieve outsized...
Overview
Factor89 is a control equity finance company operating in the lower-middle market. We partner with owners of companies who are looking to achieve outsized margin and EBITDA growth. We employ proven proprietary methodologies, invest in long term relationships at every level, and deliberately enrich the lives of all involved. We can speak definitively to every point […]
General information
Firm type
Private Equity
Year founded
2023
Location
Region
North America
Country
United States
City
Chicago
Corporate office
900 W Jackson Blvd Suite 2W, Chicago, IL 60607, United States
Principals
Barrett Carlson
Partner
James Hallene
Partner
David Philippi
Partner
Peter Philippi
Partner
Frequently asked questions
Who runs investment decisions at Factor89 Group?
Decision-making sits with the four partners listed on the firm’s website: Barrett Carlson, James Hallene, David Philippi, and Peter Philippi. The group describes a collective twenty-five-year track record in private investment and consulting, though individual backgrounds and formal investment committee structure are not publicly detailed.
How does Factor89 Group source proprietary deal flow?
The firm states it invests in long-term relationships at every level and invites business owners to share their story directly. Beyond that relationship-driven outreach, Factor89 does not publicly describe a dedicated intermediary network, sector-specific sourcing engine, or formal proprietary origination process.
What investment stages does Factor89 Group typically target?
Factor89 pursues buyout and growth-stage control transactions in the lower-middle market, focusing on companies where the partners can install their proprietary margin-improvement playbook. No specific revenue or EBITDA thresholds are published.
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