PE  Platform Partners

     Office Locations:

1717 West Loop South, Suite 1900
Houston, TX 77027
Phone: 713-335-2300
Fax: 713-335-2310



  • Middle Market



  • Financial Services



    Platform Partners, LLC is a private holding company that makes equity investments in middle market companies with the intent of growing these businesses into industry leaders. The firm partners with management teams and entrepreneurs who are committed to building businesses through a combination of organic and acquisition growth. Platform seeks to invest between $10 and $50 million of equity capital in companies with a history of operating profitability in a variety of industries. Platform focuses on the following investment opportunities: Recapitalizations of family/entrepreneur-owned companies that provide liquidity while allowing for continuing ownership; Growth capital to pursue strategic acquisitions or other growth initiatives; and Management-led buyouts of private companies. Platform's goal is to maximize long term capital appreciation by making concentrated investments and by operating with a 'buy and hold' investment strategy. Unlike a traditional private equity fund, Platform is a perpetual investment company with permanent capital.



      Fund Name



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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
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    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

    Investment Team:

    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Bradley L. Morgan Executive Vice President and COO
    Fred R. Lummis Chairman & CEO
    Frederick W. Brazelton President
    Jeremy Newsom Executive Vice President
    Kathy Mattina Chief Financial Officer


    Portfolio companies include:

      Avalon Advisors
        web link

      Cadence Bancorp
        web link

      Encino Energy
        web link

      Evergreen Industrial Services
        web link

      Landmark FBO
        web link

      Santa Barbara Tax Products Group
        web link

      TRE Financial Services
        web link


    Recent News:

      There is no recent news for Platform Partners.