We invest in middle market companies that have hidden potential.

Get in touch with us.

Contact us

what we do

We invest in companies that have hidden potential. We partner with strong operators that have the desire to build multi-million dollar enterprises through high volume M&A. We invest capital, offer strategic guidance, and provide resources that position managing teams to achieve scale.

We believe the difference between a small business and a multi-million dollar enterprise is 10% ability and 90% desire. We call ourselves “financial sponsors”, because we support the goals and aspirations of the managing team. We know finance and leave operations to the operators we sponsor.

Evaluate
Invest
Grow

Who we are

The Lorean Group is a private investment firm based in Philadelphia, PA. The firm is led by a team of experienced investors that have a background in direct investment, business strategy, and leadership. The investment team is thesis driven, focusing investment and operational energy on a few niche, highly fragmented industries.

Lorean is professionalizing the process of taking pre-institutional companies into the lower middle market. Lorean is most frequently one of the first sources of institutional capital for the companies it targets. Lorean investors believe outsized returns can be generated by taking advantage of the valuation expansion that occurs from moving from sub-institutional to institutional. Lorean executes on a high volume buy-and-build strategy for each platform investment with a target of growing and positioning companies to achieve their highest value.
 

If you have a business opportunity, then

Contact us

Financial Attributes

- Between $1 million - $10 million of revenues
- Recurring revenues via a repeat sales business model
- Long-term contracts or long product/ service lifecycles
- Stable profit margins

 

INDUSTRY & COMPANY CHARACTERISTICS

- B2B services and consumer companies that have stable customer demand
- Long-standing relationships with diversified customer base
- Fragmented market with primarily local or regional competition
- Owners who demonstrate a high level of integrity and operate with clear values

 

Ownership structure

- An entrepreneur looking for additional capital and management resources
- Non-management shareholders looking to divest their ownership
- A corporation looking to divest a non-core or neglected subsidiary of a larger business

Our Investments

Lorean Group invests in growing companies throughout North America. Lorean is investment thesis driven and focuses capital in a small number of platform companies where the investment team has deep domain expertise and differentiated sourcing relationships.

Currently, Lorean Group is focused on making investments across three investment themes: real estate services to residential property owners, consumer hair and beauty products and aviation services. However, regardless of the specific investment theme, there are specific characteristics that must be present in all businesses.