Preserve Equity Partners

Description

We are entrepreneurs turned investors, focused on selective lower middle-market opportunities. We partner with founders and families to preserve what they’ve built while accelerating growth through hands-on involvement, disciplined execution, and long-term value creation. Founded by Joe Francisco and Jamie Beuthin, our journey began as operators; we launched and scaled Medelita, a premium healthcare apparel brand, from startup through a successful exit to private equity. That experience shaped our approach: disciplined, hands-on, and deeply respectful of the legacy that founders and families have built. We know what it takes to start, grow, and transition a business because we’ve done it ourselves. That perspective guides how we evaluate opportunities, structure deals, and support leadership teams after close. We are not passive investors; we partner closely with management, providing resources, insights, and operational expertise to unlock growth and strengthen performance. Investment Focus We target consumer and brand-driven businesses with revenues typically under $20 million, with a preference for founder, family, and entrepreneur-owned companies. By selecting only a handful of opportunities each year, we can dedicate our full attention and resources to each partnership. What Sets Us Apart Unlike traditional private equity firms or strategic acquirers, we don’t view investments as a static portfolio. We see them as relationships built on trust and respect, where our involvement begins at the close, not the end.

AI Sector Summary

Preserve Equity Partners is an independent sponsor targeting consumer brands and healthcare apparel, specifically focusing on founder-owned lower middle-market businesses.

Financials