Private EquityRIA · CRD 159061SEC-RegisteredPrivate Fund Adviser

Updated:

Palladium Equity Partners

Palladium Equity Partners has been investing and building U.S. middle-market companies since 1997. The firm targets middle-market opportunities with a focus on...

Palladium Equity Partners logo

Palladium Equity Partners

Palladium Equity Partners has been investing and building U.S. middle-market companies since 1997. The firm targets middle-market opportunities with a focus on companies in the U.S. Hispanic market, founder and family-owned businesses, and companies with accretive M&A opportunities. It invests in opportunities, communities and people that are often overlooked.

General information

Firm type

Private Equity

Year founded

1997

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Marcos Rodríguez

Chairman and CEO

Marcos Rodríguez

Founder, Chairman and CEO

Daniel Ilundain

President

Sector focus

Consumer Goods & ServicesHealthcare ServicesFinancial ServicesBusiness ServicesIndustrial TechMedia & EntertainmentReal Estate

Frequently asked questions

How does Palladium source proprietary deal flow?

Palladium's sourcing model relies on a thematic focus on the U.S. Hispanic market and founder- and family-owned businesses — segments that the firm argues are under-targeted by generalist private equity. It supplements its internal team with a bench of industry executives who help identify potential portfolio companies within target sectors. The firm credits this combined approach with generating deal flow that does not surface through broad auction processes.

Does Palladium make minority investments or only control buyouts?

Palladium primarily targets control or significant minority stakes where it can drive operational and strategic change. Its stated approach is to 'take a meaningful stake in businesses and help drive them to the next level,' with a playbook that includes installing new leadership teams, upgrading financial systems, and executing add-on acquisitions.

Which sectors does Palladium explicitly avoid?

Palladium does not publish a formal exclusion list. Its portfolio and stated investment focus concentrate on consumer goods and services, healthcare, financial services, business services, and select industrial companies. The firm has not disclosed investments in hard-to-underwrite sectors such as biotechnology, upstream energy, or defense technology.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on private equity firms?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More New York Private Equity profiles