ClearPoint Investment Partners

InvestorScreen: DoneContacts: To Do

Description

ClearPoint Investment Partners is a private equity firm that focuses exclusively in lower middle-market business services and financial processing companies. We invest in buyouts, recapitalizations, and growth equity transactions. We target companies at key inflection points where our extensive operating approach, deep industry expertise, and tailored strategic resources can materially enhance company value. ClearPoint’s collaborative and cross-functional team has decades of experience growing and building market leaders in our target sectors and a strong understanding of how small companies succeed. We work beside company management to craft specific operating plans to make our portfolio companies stronger and create long-term lasting value. We look for leading niche companies with attractive growth opportunities, a defensible market position, and proven business model. We invest in companies in the United States and Canada with revenue of $20 million to $100 million and a minimum EBITDA of $3 million.

AI Sector Summary

ClearPoint focuses exclusively on lower middle-market business services and financial processing companies in the US and Canada with $20M-$100M in revenue.

Location

Daly City, California, United States

Industry

Venture Capital and Private Equity Principals

Investor Type

pe, growth equity

Target Sectors

business services, financial services

Verticals

Business Services

Specialities

Private Equity - Business Services and Financial Processing

Financials

Revenue

$60

EBITDA

$3

Employees

2

Founded

2014

Sectors (from search)

business_services, financial_services · lower middle-market business services, financial processing, buyouts, recapitalizations, growth equity

Classify Status

Done

Prospects

0 people

No prospects linked to this account.

Outreach History

Outreach sequencing tables are not yet in Supabase.

ID: 2592Airtable: recJOYTDAgwCbHwkICreated: 10/04/2026