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ScaleCo Capital
ScaleCo Capital is a Cleveland-based control investor in companies with less than $5 million of EBITDA headquartered in the Great Lakes region.
ScaleCo Capital
ScaleCo Capital is a Cleveland-based control investor in companies with less than $5 million of EBITDA headquartered in the Great Lakes region. It partners with entrepreneurs and owners to implement systems, develop talent, and expand capacity while maintaining core business strengths. ScaleCo collaborates with companies in business services, tech-enabled services, value-added distribution and assembly, and training and compliance, providing operational expertise and strategic resources to enhance growth and long-term value.
General information
Firm type
Private Equity
Year founded
2018
Location
Region
North America
Country
United States
City
Cleveland
Corporate office
6700 Euclid Ave., Suite 100, Cleveland, Ohio 44103, United States
Principals
Brendan Anderson
Founder & Managing Partner
Dave Jacob
Managing Partner
Matt Sweet
Vice President
Dan Pioch
Director of Finance
Owen Brewer
Operating Partner, GTM
Charles Harris
Partner, Business Development
Holli Adkins
Director of Scale Creation
Holly Smith
Director of Fund Marketing & Operations
Fiona Pacifico Griffini Grasser
Advisory Board
Jack Diamond
Advisory Board
Jim Marra
Advisory Board
Sector focus
Frequently asked questions
What is the ScaleCo Codex, and how does it affect portfolio operations?
The Codex is ScaleCo’s proprietary post-acquisition framework, composed of standardized tools, strategic playbooks, and partner relationships. It covers financial controls, sales and marketing build-out, technology enablement, talent development, and add-on acquisition execution. The firm embeds operating specialists directly into acquired companies to implement the Codex, rather than relying on outside consultants (per the firm).
How large are the companies ScaleCo typically acquires?
ScaleCo targets control investments in companies with up to $50 million in revenue and up to $5 million in EBITDA. Equity hold sizes go up to $25 million, with the ability to co-invest for larger transactions. Add-on acquisitions have no minimum EBITDA requirement, allowing the firm to consolidate smaller competitors into its platforms (per its investment criteria).
Does ScaleCo operate outside of Ohio?
The firm requires platform-company headquarters to be in the Great Lakes region. Add-on acquisitions can be located anywhere, with no stated geographic restriction. ScaleCo itself operates from a single office in Cleveland and describes its investment model as 'Investing Locally in the Midwest.'
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