# ScaleCo Capital

ScaleCo Capital is a Private Equity based in Cleveland, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Cleveland, United States
- **Region:** North America
- **Address:** 6700 Euclid Ave., Suite 100, Cleveland, Ohio 44103, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** scaleco.com
- **LinkedIn:** https://www.linkedin.com/company/scaleco

## Regulatory record

- **CRD number:** 324544
- **SEC file number:** 802-127186
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324544

## About

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.

## Sectors

- Enterprise Software
- Real Estate
- Education
- Industrial Tech

## People

- 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

## 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.'

## Related profiles

- [Scale Capital](https://altss.com/profile/scale-capital)
- [ScaleFund](https://altss.com/profile/scalefund)

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Last updated: 2026-08-11T15:08:04.536Z

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