Single Family Office

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Growth Partners

Growth Partners is a private investment banking and strategic investment firm. It assists owners and senior management of emerging and middle market companies...

Growth Partners

Growth Partners is a private investment banking and strategic investment firm. It assists owners and senior management of emerging and middle market companies with revenues between $5 million and $500 million, and private equity firms, in creating or realizing equity value. The firm's services include facilitating company development through strategic refinements, such as acquisitions and capital formation, and executing liquidity events.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Principals

Patrick O'Shaughnessy

Managing Partner

Sector focus

Enterprise SoftwareFinTechAI/MLDigital Health

Frequently asked questions

Who runs investment decisions at Growth Partners?

Patrick O'Shaughnessy, Managing Partner, leads all investment decisions. He evaluates companies alongside a small internal team that reviews approximately 800 opportunities per year. The firm does not employ external investment committees or outside advisors with discretionary authority.

Is Growth Partners structured as a single family office or a venture fund?

Growth Partners operates as the direct-investment division of the O'Shaughnessy single family office. It deploys proprietary family capital only—no external limited partners, no fund fee structure. This permanent-capital architecture means it can hold positions indefinitely without redemption cycles or fund-life constraints.

Where does the underlying wealth come from?

The O'Shaughnessy family wealth traces primarily to James O'Shaughnessy's quantitative asset management business, O'Shaughnessy Asset Management, which Franklin Templeton acquired in 2021. The family had built substantial liquid wealth over three decades of managing systematic equity strategies before fully transitioning to direct private investing.

What investment stages does Growth Partners typically target?

The firm writes initial checks from seed through Series B, typically between $500,000 and $5 million, with reserves allocated for pro-rata follow-on participation in subsequent rounds. Growth Partners does not participate in growth-stage or pre-IPO rounds as an initial entry point.

How does Growth Partners source proprietary deal flow?

Sourcing relies heavily on the O'Shaughnessy network—Patrick O'Shaughnessy's podcast, Invest Like the Best, and the broader Colossus media ecosystem generate inbound founder relationships. The firm also leverages co-investor relationships with a concentrated group of venture funds who share deals selectively.

Does Growth Partners participate in fund commitments or only direct deals?

Growth Partners exclusively engages in direct equity investments. It does not commit capital to external venture capital funds as a limited partner, nor does it participate in fund-of-funds structures. The family's public-equity exposure is managed entirely separately from the private direct-investing activities.

How is Growth Partners related to O'Shaughnessy Asset Management?

O'Shaughnessy Asset Management was the family's registered investment-adviser vehicle for quantitative public-equity strategies, acquired by Franklin Templeton in 2021. Growth Partners now operates independently as the family's private direct-investing arm, with no legal or operational overlap. A separate philanthropic entity, the O'Shaughnessy Foundation, also runs independently.

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