Neos Partners

Peter Jonna and Brad Forth are the founding partners and lead the firm. They are degreed engineers and seasoned investor-operators. The investment team works alongside a Senior Advisor network of industry executives, but ultimate investment decisions rest with the partnership.

Neos relies on an industry network of more than 100 founders, executives, and advisors who have collectively committed over $260 million to the firm’s funds. This network provides direct visibility into founder- and family-owned companies across the energy transition and critical infrastructure value chains. The firm’s exclusive sector focus and the operating experience of its investment team further reduce reliance on competitive auction processes.

Neos is an equity investor that uses limited debt, if any. The firm states that many of its portfolio companies operate with no debt, and those that carry debt maintain conservative profiles to preserve operational and financial flexibility for organic growth and acquisitions.

Neos targets control or control-oriented equity investments in middle-market companies. The firm focuses on founder- and family-owned industrial product and service businesses and drives growth through a combination of organic initiatives and targeted add-on acquisitions. It does not describe itself as a venture capital firm.

Neos invests exclusively in companies deriving the majority of their revenue from five sectors: renewable energy, the power grid, infrastructure, data centers, and energy-intensive industrials. The firm does not invest outside those verticals. It has not disclosed a formal exclusion list for sub-sectors within those categories.

Neos has not publicly detailed a formal co-investment program for external LPs. The firm’s Senior Advisor network and extended industry relationships function as co-underwriters and co-investors, often alongside institutional capital, but the firm’s published materials describe a partnership structure rather than a deal-by-deal co-investment platform open to outside allocators.

No. Neos is an independent, founder-owned investment firm structured as a private equity manager. It is not a family office and does not manage the wealth of a single family estate. Its capital base includes institutional investors and an industry network of over 100 individual founders, executives, and advisors.