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Office Locations:
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131 S. Dearborn, Suite 1700
Chicago, IL 60603
Phone: 312-973-3873
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Business Services
Consumer Products & Services
Energy & Clean Tech
Life Sciences & Healthcare
Manufacturing & Industrial
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Plenary Partners is a private investment and advisory firm that favors investing in businesses in which owners desire growth capital or a future ownership transition, but may be struggling with operational, managerial or strategic issues that have restricted the company's growth or performance and access to new investment. Plenary's investment philosophy and flexible funding structures provide an equity alternative to business owners seeking to grow and improve their businesses while planning for an eventual sale or recapitalization. The firm can partner with management sometimes months and even years before an ultimate transaction, providing a customized level of involvement at either the board or operating level. Plenary's principals have previously invested in and assisted several niche manufacturers, healthcare and consumer companies with everything from setting high-level business strategy to providing interim on-site, day-to-day management. Plenary's interest in special situation opportunities allows it to consider companies in a variety of stages or transitions, but ideally they are revenue-generating and cash flow positive. Plenary may consider late-stage venture opportunities under certain circumstances. Plenary's minimum EBITDA or free cash flow is $1,000,000.
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Investment Firm Key
VC = Venture Capital
PE = Private Equity
A = Angel
I = Incubator
MB = Merchant Bank
VD = Venture Debt
FI = Family Investment Office
FOF = Fund of Funds
ED = Economic Development Office
TT = Technology Transfer Office
CVC = Corporate Venture Capital
SEC = Secondary Purchaser
HF = Hedge Fund/Mutual Fund
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COMPANY STAGE | REVENUE |
Venture Capital | |
Seed Stage (includes "pre-seed," or concept stage) | No Revenue |
Early Stage | Minimal Revenue |
Growth Stage (also called Mid-stage) | $2M-$7M |
Expansion Stage (also called Late-stage) | $7M and greater |
Private Equity | |
Lower Middle Market | $10M-$249M |
Middle Market | $250M-$499M |
Upper Middle Market | $500M-$1B |
Large Cap | >$1B |
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