# PeakEquity Partners PeakEquity Partners is a Private Equity based in Villanova, United States. ## Overview - **Organization type:** Private Equity - **Headquarters:** Villanova, United States - **Region:** North America - **Address:** Philadelphia, PA, United States - **Assets under management:** Undisclosed - **Website:** peakequity.com - **LinkedIn:** https://www.linkedin.com/company/peakequitypartners ## Regulatory record - **CRD number:** 281131 - **SEC file number:** 801-106555 - **Registration status:** Registered - **Reports private funds:** Yes - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281131 ## About PeakEquity Partners was built with a single mandate: control- and minority-equity investments in subscription-software businesses with $10 million to $50 million in annual recurring revenue. The firm operates out of Philadelphia and pursues targets with strong gross margins, high retention rates, and addressable markets exceeding $500 million. Its principals previously led software transactions for Apax, LLR Partners, and Fiberlink, bringing over a century of combined sector experience. The firm's capital goes into buyouts, growth rounds, and recapitalizations across infrastructure software, application software, vertical SaaS, and business analytics. PeakEquity's portfolio illustrates a preference for companies that form the operational backbone of other firms: Grayshift, a mobile device forensic platform (which was later de-risked by a Thoma Bravo strategic investment in July 2022), and HighLevel, an all-in-one sales and marketing platform, where PeakEquity first led a $60 million investment before General Atlantic stepped in with a minority growth check in April 2024. The team also completed an exit of G5 in September 2021 and held a position in EnterpriseDB, the Postgres commercialization play, until its 2019 sale. Deployment spans North America with an emphasis on recurring-revenue business models. PeakEquity's effectiveness rests on a four-member operating-partner bench — Andrew Nash, Brian Nejmeh, Jim Sheward, and Paul Slaats — who sit alongside investment-side partners Greg Case, Justin Reger, and principal Noah Ehrich. The firm closed its debut institutional fund at over $137 million in February 2017 and later disclosed more than $400 million in total PeakEquity-led equity deployment inclusive of co-investor capital. In May 2024, the firm announced a growth investment in Art Storefronts, a platform for fine art sales and marketing, marking the latest addition to a portfolio concentrated around ten software companies. Structurally, PeakEquity operates with a built-in consultancy: its extensive operating-partner cadre embeds directly into portfolio companies to guide product roadmaps, sales-channel architecture, and organizational design. This makes it a single-strategy firm where underwriting and operational post-acquisition support are run by two equally weighted teams — a departure from the dominant model where operating partners are subordinate or retained as consultants. ## Sectors - Enterprise Software - HRTech - Marketing & Sales - Supply Chain & Logistics - Data Analytics - Media & Entertainment - Cybersecurity ## People - Greg Case — Co-Founder, Managing Partner - Justin Reger — Partner - Noah Ehrich — Principal - Andrew Nash — Operating Partner - Brian Nejmeh — Operating Partner - Jim Sheward — Operating Partner - Paul Slaats — Operating Partner - Emily Cooney — CFO - Kim Redmile — Executive Assistant ## Questions ### Who runs investment decisions at PeakEquity Partners? Co-Founder and Managing Partner Greg Case leads the firm alongside Partner Justin Reger and Principal Noah Ehrich. The website lists them as the senior investment-side team that drives deal origination and execution, supported by a dedicated group of operating partners who focus on value creation post-investment. ### How does PeakEquity source proprietary deal flow? The firm focuses on lower middle-market subscription-software companies, a segment where relationships with founders and niche management teams are critical. Its principals’ backgrounds at Apax, LLR, and Fiberlink give it a network within software circles, and the firm publicly emphasizes its industry specialization as a competitive advantage in sourcing opportunities others overlook. ### What investment stages does PeakEquity typically target? The firm invests in growth-stage, buyout, and recapitalization situations. The common thread is a company with $10 million to $50 million in annual recurring revenue from a subscription model, strong gross margins and retention rates, and an addressable market exceeding $500 million. ### Which sectors does PeakEquity Partners explicitly avoid? The firm is a software specialist and does not invest outside the sector. Within software, confirmed areas of focus are infrastructure software, application software, vertical-specific software, and business analytics; there is no disclosed interest in hardware, consumer services, or non-software tech companies. ### What is PeakEquity’s known posture on co-investments alongside external GPs? PeakEquity regularly structures deals with co-investor capital. Its deployment figure — over $400 million — explicitly includes fund and co-investor capital, and the firm has partnered with large sponsors like General Atlantic and Thoma Bravo in portfolio companies HighLevel and Grayshift, respectively. ### Does PeakEquity maintain a dedicated operations team, and how is it separated from the investment function? Yes. Four Operating Partners — Andrew Nash, Brian Nejmeh, Jim Sheward, and Paul Slaats — are listed alongside the investment principals on the firm's website. The firm describes a 'collaborative approach to value creation' that embeds these operators into portfolio companies on product management, go-to-market strategy, and organizational design. ## Related profiles - [PeakChange](https://altss.com/profile/peakchange) - [Peak Opportunity Partners](https://altss.com/profile/peak-opportunity-partners) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/peakequity-partners Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology