PE/VC  Plenary Partners

http://plenarypartners.com





     Office Locations:

131 S. Dearborn, Suite 1700
Chicago, IL 60603
Phone: 312-973-3873

 

Stages:

  • Expansion
  • Middle Market


 

Industries:

  • Business Services
  • Consumer Products & Services
  • Energy & Clean Tech
  • Life Sciences & Healthcare
  • Manufacturing & Industrial

  •  

    Description:

    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.



    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
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    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
       
       
     

    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.
    Kabir Chaturvedi Partner
    Krista Lederer Senior Director
    Scott Bormet Partner
    Toni Pelaez Founder
    Troy Monthye Founder

     

    Portfolio companies include:

     

    Recent News: