How we diligence
Every deal starts with work we can defend line by line: the financials, the customer base, the operating model, the technology and the risks. We give an answer early either way.
A team that has invested in, built, scaled and exited services and healthcare businesses.
25+ years of collective experience at blue-chip investment firms spanning numerous industries: investing, operating, value creation and M&A, now focused on the lower middle market.
25+
Years of collective operating, value creation and M&A experience
40+
Portfolio companies the team has worked with
$1B+
Of capital deployed across companies the team has supported
Investing
Viridis brings 10+ years of institutional investing at top-tier firms to every underwriting: majority buyouts, carve-outs, take-privates and high-velocity tuck-ins across numerous industries. That experience sets how we price, structure and close, and it is matched by hands-on operating experience leading M&A and strategy inside a $100M revenue, investor-backed company.
Origination
Our sourcing and execution discipline was built at a top-tier investment firm, originating platform acquisitions and add-ons for buy-and-build strategies and combining portfolio companies into category leaders. We run the same process here: direct outreach, intermediary relationships and a fast, decisive read on every opportunity, informed by growth investing and venture-backed founder experience.
Value creation
Value creation is a practice at Viridis, not a slide. The team built the value-creation function and playbook at a top-tier growth investment firm across 40+ portfolio companies, supporting $1B+ of deployed capital, and earlier led revenue operations and strategy through a ~$200M sale. That playbook is what we bring into every business after close.
The partners' backgrounds span blue-chip investment firms and operating roles across numerous industries. Full biographies and references are provided directly to counterparties and their advisors on request.
For investors
Viridis invests deal by deal alongside family offices, individuals and institutions who want direct exposure to lower middle market services and healthcare businesses, with the operating plan visible before capital is committed.
Where returns come from
Good businesses are visible to everyone. Differentiated returns come from knowing which levers move margin and where modern AI reaches unit economics that earlier technology cycles could not.
What we do after close
We stay operationally engaged through the transformation, on the road and in the building. The work does not get handed to consultants.
Working with founders
Relationships before transactions
Taking on a partner, or selling the business you built, is among the most significant decisions a founder will make, and we treat it that way. Every conversation is handled with discretion whether or not it leads anywhere, and we stay reachable afterward.