Disciplined Capital. Hands-On Partnership.
We invest in a narrow band of the market with great conviction, then work side-by-side with founders and management teams to realise the full potential of every platform.
Lower Middle Market.
Maximum Conviction.
The lower middle market is where Opus sees the greatest opportunity for growth. Businesses in our target range are large enough to have proven durability - they have survived recessions, competitive disruptions, and the ongoing challenges associated with growing a business - yet small enough that they retain meaningful operational upside that skilled and empowered management can unlock.
Due to their size, these companies are systematically underserved by the capital markets and are typically overlooked by traditional private equity firms. Opus was built precisely for this gap.
What We Look For
- Revenue
- $5M – $50M
- EBITDA Range
- $1M – $5M
- Geography
- North America
- Deal Type
- Full buyout with significant founder / management alignment
The Right Expertise,
Every Time
We do not claim to be experts in every industry. Instead, we partner with experienced operators, specialists, and advisors who bring deep sector knowledge to the businesses we acquire.
For each investment, we draw on the most relevant expertise in our network and recruit additional talent when needed, including within our portfolio companies and leadership teams. This allows us to provide practical, industry-specific support tailored to each company's market, operational priorities, and growth opportunities.
Our approach is flexible by design. Rather than forcing a one-size-fits-all playbook onto every business, we ensure the right expertise is in place at the right time.
From First Conversation to Long-Term Partnership
Our sector specialists and network of operating advisors surface opportunities before they reach the market, allowing us to move decisively and price rationally.
We conduct diligence transparently, sharing our findings with management teams and inviting their perspective. This builds trust and ensures both parties enter the partnership with aligned expectations and a shared view of value-creation levers.
Before we close, we develop a detailed 100-day plan and multi-year value creation roadmap in collaboration with management. This covers organic growth initiatives, add-on acquisition strategy, operational improvements, and talent development.
We work proactively with management to identify areas of need and provide hands-on support across finance, sales, HR, technology - whatever the business needs most. Once we acquire a company within an industry, it will be the platform for further acquisitions in order to gain scale and accelerate growth.
We exit only when the platform is positioned to thrive under new ownership and when a potential transaction delivers the best possible outcome for all stakeholders, including our management teams and employees.