We support. We assist. We even know when to get out of the way!

It’s your business. Let’s achieve its potential together.

Wanting to take a business to the next level is something we understand from firsthand experience. ClearLight’s partners include former CEOs, CFOs and operating executives, so we understand your position and your options. And we’d like to help.

Our team has extensive experience in every facet of taking profitable companies through the next phase. As former operating executives we’ve learned the value of flexibility—we know that businesses rarely grow in a straight line. We’ve operated with and without debt, taken companies public and private, and sold to strategic and financial buyers. Working with management, we’ve helped smooth the transition to the next generation of leadership.

Our role is to serve as a supporting sounding board, providing advice when needed. We stay away from daily operations and issuing directives. We take take a long-term view which allows for real alignment around key decisions, like hiring senior talent, investing in new growth initiatives and making acquisitions.

Our culture is one of encouragement and support. Our ability to take a long-term view allows for real alignment around key decisions. As board members of our portfolio companies, we work hard to offer genuine help where and when it’s needed.

The rules we live by:

  • Patience

    For over 15 years, we’ve been investing in private companies with backing from a single limited partner that has provided all of our capital. This unique relationship affords us a long-term perspective and the ability to hang in there with you during good and bad economic cycles. It’s not uncommon for us to invest over a 5-7 year period

  • Flexibility

    Our approach does not fit into a narrowly defined box. We have the flexibility to solve your needs in a variety of ways – whether it’s providing liquidity to shareholders with differing interests, investing in growth capital for expansion or even to make a strategic acquisition. For the right opportunity, we’ll make it work.

  • Collaboration

    We don’t want to run the businesses in which we invest day-to-day. Rather, we seek to create a home for talented executives where all of ClearLight’s resources are brought to bear to solve business challenges together.

Current Areas of Interest…

ClearLight invests in a variety of industries.

While our interest is not limited to the industries listed below, these are some current focus areas at ClearLight.

Specialty Manufacturing / Industrial Technology

  • Connectivity
  • Filtration
  • Flow & process control
  • Industrial tooling
  • Test & measurement

Consumer Products and Services

  • Baby / juvenile products
  • Enthusiast products & services
  • Express car washes
  • Franchisors / franchisees
  • Healthy foods & beverages
  • Health & wellness
  • Home-based care
  • Home maintenance & repair services
  • Personal care services
  • Pet products & services

Healthcare Services

  • Behavioral health
  • Cost containment services
  • Data analytics & intelligence
  • Dental services & laboratories
  • Revenue cycle management

Business Services

  • Asset-light logistics / 3PL providers
  • Business process outsourcing
  • Distributed and industrial services
  • Governance, risk & compliance (GRC)
  • IT managed service providers (MSPs)
  • Landscape services / facilities maintenance
  • Marketing services & digital marketing agencies
  • Workplace / environmental health & safety

Education and Training

  • Assessment, tutoring, testing / certification preparation
  • Continuing education
  • Corporate training
  • Early childhood development
  • Education technology
  • For profit, post-secondary
  • K-12 education & supplementary programs

Generally speaking, we invest in companies with $25-250 million in revenue operating in industries with tailwinds propelling future growth.

Investment Criteria

ClearLight is currently investing out of its 3rd fund and is actively seeking long-term partnerships with outstanding companies meeting the following criteria:

Investment Types• Investments to acquire all or part of a company
• Management-led build-ups and industry consolidations
• Growth capital
Company Characteristics• Strong management team in place
• History of growth and profitability
• Strong underlying fundamentals; low capital intensity
• $4 – $15 million in Operating Income / EBITDA
Investment Size• $10 – $50 million of equity
• ClearLight can also provide mezzanine financing with its equity investment
Geography• Companies based in the U.S. or Canada

Current ClearLight Portfolio Companies

Our Investment Philosophy…

ClearLight’s investment approach seeks to address the unique needs of owners and management partners in each transaction.

A Fair and Competitive Price

We pay fair prices for businesses, and seek to benefit from the growth of the business along with other shareholders.

Ability to Provide a Timely Response

ClearLight moves quickly. The personnel required to approve investments work together closely throughout the investment evaluation process.

Autonomous Operating Philosophy

ClearLight’s Principals will act as active Board of Directors participants.  However, our management partners manage all day-to-day operations of the portfolio companies.

Proven Closing Capabilities

ClearLight has the expertise and resources to close transactions. Its principals have been continually investing in companies since the 1980s.

Equity Participation for Management

ClearLight welcomes significant equity ownership by its management partners. In addition, an incentive-based compensation plan is developed to allow management to earn additional equity ownership.

Strategic and Financial Advisory Support

ClearLight’s resources and expertise are available to portfolio companies in the areas of recruiting senior management, strategic planning, acquisitions, business development and financing.

New to this? 

That’s why we’re here.

We get it, this is a big decision. If you aren’t sure about whether or not you even want a partner, start here…
Where to from here?

Propel your business to the next level with partners who know exactly how to make it happen.

Take a look at some of our current investments to learn more about the type of companies we are helping to achieve greatness.

The time is now. We are open to all inquiries and are always searching for our next great success story. Will it be you?

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949.725.6598