Concentric Equity Partners Portfolio

Concentric Equity Partners Portfolio Summary

Concentric Equity Partners’ most common sectors for investment arebusiness services (24%) and financial services (8%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (46%) and growth capital (22%). In total, Concentric Equity Partners has invested in 19 US states and 3 different countries.

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Portfolio Summary

  • Total Sectors Invested 21
  • Total Countries Invested 3

Concentric Equity Partners

50 East Washington Street, Suite 400,
Chicago, Illinois 60602
United States
(312) 494-4513
www.fic-cep.com

All (52) Current (22) Exited (30)
Status Dates Company Description
Investment    Exit       
Current 2023-11-30 - Infusion
Marketing
Memphis, Tennessee
www.infusionmarketinggroup.com
Infusion provides data driven marketing services for banks or credit union. The Company’s marketing solutions include predictable targeting and marketing at every phase of the customer, such as new relationship acquisition, onboarding, and relationship expansion; and PROFITGENERATOR, a proprietary system to increase revenue and long-term household retention by offering household data analysis, opportunity assessment, marketing strategy development, targeted campaign execution, and results tracking. Infusion was founded in 2007 and is based in Memphis, Tennessee.


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