A strong partnership with management drives our success in building leading business services and financial processing companies.

ClearPoint is a private equity firm focused exclusively on investing in lower middle-market companies in business services and financial processing. ClearPoint’s cross-functional team has decades of experience in the firm’s target sectors and a strong understanding of how companies succeed. 

Over the last 20 years, ClearPoint’s founders have successfully invested in 20 platform companies and completed over 20 add-on acquisitions in business services and financial processing. The enterprise value of these companies has grown to over $5 billion. Active company building has shaped our founders' track record of top investment returns. They bring a rich history of effectively partnering with management teams to establish market leaders, including Accommodations Plus International, Shore Group Associates, Breckenridge Insurance Services, Capital IQ, DealerTrack, FrontStream Payments, FXall, and Market Axess.

The founders began working together at J.P. Morgan Partners in 2000 and built a base of significant shared investing knowledge. ClearPoint has assembled a group of industry veterans with decades of experience in managing and growing companies in the firm's target sectors. Together this cross-functional team serves as a valuable strategic partner to ClearPoint's management teams, providing diverse experience across finance, strategy, and operations. 

Our deep industry expertise and understanding of different business models within our target sectors allows us to customize our approach for each investment. We believe that developing clear operating plans and building an effective partnership with management – and not simply financial engineering – is paramount to driving superior investment results and creating long-term value. We bring to our portfolio companies a broad network of strategic relationships and exceptional sector resources. ClearPoint strives to create a results-oriented culture based on efficiency, teamwork, and open communication. We guide our companies with seasoned insight as investors committed to their success.