Adam Ness
LinkedIn Copy
Adam — congrats on launching Barchee Holdings. been working on outbound origination with utility and infrastructure investors and your fund has been on my radar. would be good to connect.
Adam — though we share a PE background (you at Barchee, me at Treis in London), I've seen first-hand how challenging early proprietary origination can be. Been helping funds like Mentmore and Wingman with their outbound origination — curious what email infrastructure you're using these days — still mostly on shared IPs like Instantly, or have you moved to private/dedicated senders? Happy to share what's working best for similar utility and infrastructure funds if useful. — Russ
Email Copy
Adam — hope you're having a good Wednesday. wanted to reach out — congrats on launching Barchee Holdings, always impressed by those who've taken the leap. though we share a PE background, I hope to one day do the same and acquire a great infrastructure business. in the meantime I've been working on the origination side with funds like Backer Group and Mentmore — curious how you're thinking about origination at Barchee. mostly proprietary or still seeing a lot through brokers? very best, Russell linkedin.com/in/russellt23
Prospect Research
## PROSPECT INFORMATION: Name: Adam Ness Title: Managing Partner Fund: Barchee Holdings Background: PROSPECT SUMMARY: ADAM LESS CURRENT FOCUS: Adam is the Managing Partner at Barchee Holdings, an Oklahoma-based long-hold private investment firm he launched in 2025. The firm specializes in buying and building essential enterprises—specifically in utilities, infrastructure, trades, and energy solutions—across Oklahoma and the Midwest. He is also a Co-Founder and Managing Member of Heartland Utility Services. He positions himself as a hands-on partner to founders, providing patient capital and growth playbooks to build "enduring platforms." BACKGROUND: Before founding Barchee, Adam was a Principal at Stakeholder Infrastructure, where he led project development and investments in energy and utilities. He spent several years at Entegrity in various leadership roles, including Chief of Staff and Asset Development, where he focused on solar Power Purchase Agreements (PPAs), structured finance, and legislative policy. He holds a Bachelor of Science in Mechanical Systems Engineering from the University of Arkansas at Little Rock, where he was a Donaghey Scholar. KEY SKILLS: Strategic Leadership, Project Finance (Solar PPAs/Structured Finance), Energy Policy & Advocacy, Business Development, and Asset Development. POSTS & QUOTES: - September 9, 2025: "Barchee Holdings is an Oklahoma-based holding company that buys and builds essential businesses in the Heartland. We focus on utilities, infrastructure, trades, and energy solutions, backed by patient, flexible capital and hands-on support." - March 19, 2021: "Been fun to watch this story take off," regarding a CBS This Morning clip featuring a partner school district's solar energy project. - January 17, 2021: "I was looking forward to seeing the sheep last week and they did not disappoint. Really exciting project within sight of a coal plant." (Referring to the use of sheep for solar array grounds maintenance). - December 15, 2020: "A really exciting project that wouldn't be possible without recent policy changes," regarding a $3 million energy savings project with the Arkansas Department of Corrections. - October 3, 2019: "The first school in Mississippi to use solar energy! Lauderdale County School District is leveraging the energy savings from the project to make major security upgrades to all 10 schools." - September 19, 2019: "Exciting things happening in our Oklahoma office!" regarding a feature on the Oklahoma energy scene and energy efficiency upgrades. Fund details: - Description: Barchee Holdings provides patient, flexible capital and hands-on support to essential businesses in Oklahoma and adjacent states. Our disciplined investment approach emphasizes strategic clarify, proven operational playbooks, and exceptional talent development to transform local leaders into enduring, exceptional enterprises. - Website: https://www.barchee.com - Location: Tulsa, Oklahoma, United States - Lead qualification: Research: - Query: =Barchee Holdings Adam Ness recent investments fund thesis - Answer: Adam Ness, Managing Partner of Barchee Holdings, focuses on utility, infrastructure, and energy investments in Oklahoma and adjacent states, emphasizing long-term growth and operational excellence. His recent investments target majority stakes in EBITDA-focused companies.