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Office Locations:
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400 S. El Camino Real, Suite 260
San Mateo, CA 94402
Phone: 415-890-5828
Fax: 415-324-8302
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Business Services
Financial Services
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ClearPoint Investment Partners is a private equity firm that invests in lower middle-market business services and financial processing companies. The firm does not invest in balance sheet financial services (e.g., banks or other lenders, insurance carriers). Clearpoint seeks to invest in companies with a revenue of $20 million to $200 million, a minimum EBITDA of $3 million, and that are located in the United States or Canada. Transaction types include buyouts, recapitalizations, and growth equity. Over the last 20 years, ClearPoint's founders have invested in 20 platform companies and completed over 20 add-on acquisitions in business services and financial processing. The enterprise value of these companies has grown to over $5 billion.
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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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