Private Equity Firm Other

Platform Partners

Houston, Texas, United States

Founded in 2006, Platform Partners LLC is a Houston-based private investment firm that partners with founders and executives of companies with enterprise values typically between $25 and $250 million. Platform invests through a perpetual holding company structure and reports having invested in 30+ companies and managing approximately $800M in assets (as of Sept 2024).

Focus Areas
Private investment / perpetual holding strategy, Lower middle-market investments, Industry-focused operating partner model
Website
platformllc.com

Tracked deals

10

10 tracked deals across 2020-2025.

Recent pace

0

0 tracked deals announced in the last 12 months.

Deal mix

Growth capital

5 growth capital · 3 buyout · 1 addon

Platform Partners Acquisition Volume by Year

Last 6 years

Acquisition volume by year Annual acquisition counts for the last 6 years for Platform Partners. 4 2020 1 2021 1 2022 1 2023 1 2024 2 2025

Supporting Data

Recent Transactions

  • Buyer
    Platform Partners LLC, Stellus Capital Management, LLC
    Target
    Champion Contractors & Services
    Industry
    Construction
    Type
    Buyout

    Platform Partners has acquired Champion Contractors & Services, a national commercial roofing and storm restoration services provider headquartered in Round Rock, Texas. Stellus Capital Management provided unitranche senior debt financing and an equity co-investment to support the transaction. Platform Partners said it will support Champion's operational growth and geographic expansion.

  • Buyer
    Basin Creek Acquisition LLC, Platform Partners LLC, William Pate
    Target
    Basin Creek HoldCo, LLC
    Seller
    Hull Street Energy, Milepost Power
    Industry
    Energy

    Hull Street Energy sold Basin Creek HoldCo, LLC, a 53 MW natural gas-fired power plant in Butte, Montana, to Basin Creek Acquisition LLC, an acquisition vehicle formed by Platform Partners LLC and William Pate. The sale transfers ownership of the plant (formerly part of the Milepost Power portfolio) as Hull Street Energy exits the asset and the new owners take on a local generation and grid-reliability asset.

  • Buyer
    Platform Partners, LLC
    Target
    Progressive Pipeline Management (PPM), LLC
    Seller
    David Wickersham (founder)
    Industry
    Infrastructure
    Type
    Buyout

    Platform Partners, LLC has acquired Progressive Pipeline Management (PPM), a trenchless pipeline rehabilitation contractor that specializes in cured-in-place lining for natural gas distribution pipelines. Commonwealth M&A served as exclusive sell-side advisor and the deal provides PPM with financial and strategic backing to support growth and innovation.

  • Buyer
    Platform Partners LLC
    Target
    Principle Health Systems, LLC

    Platform Partners LLC completed an investment in Principle Health Systems, a Texas-based healthcare services provider specializing in laboratory testing and pain management. The founders will remain in management and retain a majority ownership stake; the capital and Platform's resources are intended to accelerate Principle's growth across Texas.

  • Buyer
    Platform Partners LLC
    Target
    July Business Services, LLC

    Houston-based private investment firm Platform Partners LLC completed a minority investment in July Business Services, LLC (JULY), a fintech retirement plan administration and 401(k) recordkeeping provider. JULY’s management team will remain in place and retain a significant ownership stake as Platform provides capital and support to accelerate the company’s growth and product development for financial advisors and small-to-medium-sized businesses.

  • Buyer
    Dynamic Glass, Platform Partners
    Target
    Colorado Window Systems
    Type
    Addon

    Dynamic Glass, a Houston-based glazing and metal panel service provider and portfolio company of Platform Partners, has acquired Colorado Window Systems, a Denver-area glass and glazing contractor. The acquisition expands Dynamic Glass' service capabilities and establishes a dedicated presence in the Colorado market as the company's fourth major U.S. city.

  • Buyer
    Platform Partners LLC, Rahul Gupta
    Target
    E-xact Payments, LLC

    Platform Partners LLC, a Houston-based private holding company, completed an investment in E-xact Payments, a payments gateway and processing services provider founded in 1999. Payments executive Rahul Gupta invested alongside Platform and will serve as Chairman while Platform and the company hire senior payments leaders and invest in technology and people to expand E-xact’s service offering.

  • Buyer
    Bow River Capital, Platform Partners, Modus management
    Target
    NextEdge Networks Holdings / Modus
    Seller
    Titan Grove Holdings
    Type
    Buyout

    Bow River Capital has acquired NextEdge Networks Holdings and its subsidiary Modus from Titan Grove Holdings, with Platform Partners and Modus management investing alongside. Modus is a leading U.S. 5G infrastructure services provider specializing in small cell deployment, site acquisition, design & engineering, construction, installation and maintenance to support the nation's 5G buildout.

  • Buyer
    Platform Partners LLC, Bruce Ross (OFS Energy Fund), Adam Zylman (Grey Owl Partners), Dave Fanta
    Target
    Process Service Specialists, LLC

    Platform Partners LLC completed a minority equity investment in Process Service Specialists, LLC (PSS), a specialty mechanical contractor and turnaround services provider headquartered in Gonzales, Louisiana. Platform partnered with strategic co-investors Bruce Ross (OFS Energy Fund), Adam Zylman (Grey Owl Partners) and Dave Fanta to support PSS's continued growth, infrastructure investment and capability expansion while co-founders Keith Harrison and Roy Stilley remain in leadership roles.

  • Buyer
    Platform Partners LLC
    Target
    Alliance Payroll Services, LLC
    Industry
    Cloud & SaaS

    Platform Partners LLC completed a minority (growth-capital) investment in Alliance Payroll Services, a cloud-based payroll and human capital management software provider. The deal will fund Alliance's product and growth initiatives while CEO Randy Norwood remains in control of the company.

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