EDISON PARTNERS-WE’RE AN INTEGRATED TEAM OF INVESTORS AND OPERATORS THAT LIVE AND BREATHE THE OPPORTUNITIES AND CHALLENGES FACED BY COMPANIES AT THE GROWTH STAGE.
Edison Partners is a leading growth equity firm that invests in high-growth, capital-efficient companies in the fintech, enterprise software and healthcare IT sectors. Over our 37-year history, we have honed our expertise and unique approach to value creation for growth-stage tech companies, delivering top quartile returns, and have been recognized with multiple industry awards.
We manage $1.6 billion in assets, selectively working with entrepreneurs whose businesses are growing rapidly and generating revenue between $10 million and $30 million. To date, Edison Partners has raised ten funds, with Fund X setting a record at $450 million.
But for us, it’s about more than just the money. Our investment strategy revolves around entrepreneurs who have a vision bigger than a check and want a true operating partner to help scale growth for their business. And we seek businesses which demonstrate strong product-market fit and momentum that has been achieved with capital efficiency.
To find these companies, we focus on underserved geographies, markets beyond where private capital funds typically flow. In our nearly four decade history, and more than 260 investments, not one has been based in Silicon Valley. We have discovered stellar, fast-growing businesses in places like Birmingham, Indianapolis, Grand Rapids, Durham, and, of course, New Jersey.
Our integrated team of investors and operators provides multiple levels of personalized guidance and support for these growth-stage companies, with an approach grounded in a four-facet belief system we refer to as TACT (Trust, Accountability, Commitment, Transparency). These are the values our team lives by internally and in partnership with portfolio company executives.
“We deliver the firm to every investment with passion and commitment matching that of the entrepreneurs we back,” said Managing Partner Chris Sugden. “But it’s trust and empathy that are the foundations for a successful partnership between an investor and an entrepreneur and his or her management team.”
Our firm’s partners have walked in the shoes of growth-stage founders, CEOs, and leadership teams. Given this, we are able to meet them exactly where they are, with right-sized capital and operating expertise. The domain, investment and operating experience of our investment team is further enhanced by our value creation platform, Edison Edge, bringing people, plans and programming – all tailored to the growth stage, strategy and operating needs. Pound for pound, there’s no other growth equity firm offering the breadth and depth of our support system for the stage and sectors that we fund.
“We invest significant time, resources and money into the Edison Edge because we know it drives great outcomes for great entrepreneurs”, said Partner Casey Myers. “CEOs know they can rely on us and that we’re here and will lean in to support them with stage and sector-specific operating expertise and a strong network of executives, including many existing and former Edison CEOs, they can tap into at every turn.”
The first pillar of the Edison Edge is our operating centers of excellence, which offer personalized plans, playbooks, and processes that span Go-to-Market, Product, Governance, Finance, Leadership, and Corporate Development and provide access to experts with more than 250 years of experience that serve as extensions of portfolio company leadership teams at every stage of the investment lifecycle. The second pillar of the Edge is our Edison Director Network comprised of more than 120 seasoned growth executives who serve on boards and as mentors for Edison company executives. The third and final pillar is personalized programs that leverage the power of cross-portfolio communities, networking, and best practices to promote actionable peer learning. Each year, we drive intentional connections in environments such as executive roundtables, CEO Summits, regional Lunch-n-Learns, and much more.
Edison Partner’s people-first, hands-on investment approach has resulted in 215 successful exits and has been lauded by not only the entrepreneurs we serve (as evidenced by a best-in-class Net Promoter Score of 72), but also by the investment industry and the media. In 2022 and 2023, we were named Best Growth Investment Firm by private capital advisory firm GrowthCap and have been named Business of the Year by NJBIZ.
We are the most active investor in New Jersey with 50 investments in the state. Three of our all-time best winners have hailed from New Jersey, including Zelis Healthcare (formerly PHX located in Bedminster), which has delivered a 38X return to date, and Billtrust (Lawrenceville), which delivered an 11X return. Our most recent exit out of New Jersey is Parsippany-based Northpass, a customer training and education platform. Current New Jersey-based portfolio companies include Hoboken-based Sphere and Health Recovery Solutions.
Given our strong presence in the state, Edison Partners was selected to participate in the state’s public-private partnership, New Jersey Innovation Evergreen Program, which marries capital with qualified New Jersey-based companies. And we’re proud of the work we have done in this state to help build an ecosystem of lawyers, accountants, recruiters, technology industry board directors, executive and other talent pools – which continues to grow stronger every year.
