The AEA Elevate team works alongside professional services businesses to drive transformation with technology and artificial intelligence.
Companies utilizing technology to enhance the customer experience and drive operational efficiency.
Healthcare technology, services or diagnostics that improve quality of care and provide better value.
Vertical and horizontal solution providers for enterprises.
$50-150 million
Track record of capital efficient growth
Majority and minority
Global, with a focus on North America
We are thematic investors who actively research industry and consumer trends to identify companies that benefit from these trends. We invest in professional services companies across the following industries: consumer, distribution, education, financial services, healthcare, industrials, media and travel & leisure.
We work alongside management and existing shareholders to develop an investment structure that achieves their objectives and best positions the company for growth. We invest as both minority and majority investors across a range of transaction types.
We partner with entrepreneurs who are committed to delivering compelling value to their customers. We bring significant experience as investors and operators and an analytical approach to accelerate the growth of our partner companies.
We employ a data-driven process to evaluate and partner with companies focused on understanding the unlevered rate of return on customer acquisition spend (“Customer IRR”) and work in partnership to optimize their Customer IRR profile.
We tailor the repeatable SLATE™ framework to each portfolio company, working alongside CEOs and leadership teams – shoulder-to-shoulder – to turn ambition into scalable, technology-enabled results. Our success looks like this: stronger growth trajectories and higher equity values.
Start with strategy. Not in theory, but in action: What makes this business model disruptive? Why is now the time to gain share?
Support CEOs and C-suites with high-context, hands-on partnership to enable team success
Align on mission-critical priorities with clear ownership and measurable outcomes
Embed artificial intelligence and systems thinking to deepen competitive advantage
Track what moves the needle – the single most important metric for a business – and support the team to achieve results
Accelerate Revenue
Intelligent segmentation, revenue operations uplift, AI-assisted selling, and channel enablement
Expand Margins
Workflow automation and productized services that decouple growth from headcount
Build for Scale
Integrated data stack, actionable dashboards, and an operating cadence that compounds momentum quarter after quarter
Embedded Experts
Operators with full-stack expertise across your functional needs
Proven Playbook
A tested method adapted to each company’s stage, sector, and culture
Aligned Incentives
Our teams win together
Each business and story is unique, but every investment looks like an ‘AEA’ deal.
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