Platform Partners Overview

  • Investor Type
  • PE/​Buyout

  • Status
  • Active

  • Professionals
  • 12

Professionals

  • Investments
  • 61

  • Portfolio
  • 14

  • Exits
  • 15

Exits

Platform Partners General Information

Company Description

Founded in 2006, Platform Partners is a private equity firm based in Houston, Texas. The firm prefers to invest in small to middle-market companies operating in commercial products, energy, consumer products and services, financial services, healthcare, information technology, cybersecurity, e-commerce, big data, ed-tech, clean-tech, media, and retail sectors. This firm is a Registered Investment Adviser (RIA).

Business Details

Year Founded
2006
Investor Status
Actively Seeking New Investments
Primary Investor Type
PE/Buyout
Other Investor Types
Growth/Expansion
Holding Company
Corporate Office
  • 1717 West Loop South
  • Suite 1900
  • Houston, TX 77027
  • United States
+1 (713) 000-0000

Platform Partners Investments (61)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
Acuff & Associates 18-Jul-2024 0000000000 Other Financial Services Generating Revenue 000000000 00
Stepwest Experience Providers 24-May-2024 0000000000 Human Capital Services Generating Revenue
Alliance Abroad Group 05-Mar-2024 0000000000 Human Capital Services Startup
BioSTAT Laboratory 20-Nov-2023 0000000000 Clinics/Outpatient Services Generating Revenue 000000 00000
Sunwest Pensions 20-Jun-2023 Buyout/LBO Other Financial Services Generating Revenue 00000 00000
You’re viewing 5 of 61 investments. Get the full list »

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Platform Partners Exits (15)

Company Name Exit Date Exit Type Exit Size
Evergreen North America Industrial Services 04-Jan-2024 000000000000 000.00
ALM First Group 01-Sep-2023 000000000 00
Vortex Companies 01-Sep-2023 0000000000
ShiftKey 01-Jan-2022 0000000000
GHR Healthcare 09-Dec-2021 Buyout/LBO
You’re viewing 5 of 15 exits. Get the full list »

Platform Partners Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Platform Partners Management, Team & Partners (26)

Name Title Deals Funds Boards Office
Frederick Brazelton Chief Executive Officer 00 0 0 Houston, TX
Bradley Morgan Co-Founder & President 00 0 0 Houston, TX
Laura Thompson Chief Financial Officer Houston, TX
Jorge Diaz Operating Partner Houston, TX
Richard Robinson Operating Partner Houston, TX
You’re viewing 5 of 26 team members. Get the full list »

Platform Partners FAQs

  • What is Platform Partners?

    Founded in 2006, Platform Partners is a private equity firm based in Houston, Texas.

  • When was Platform Partners founded?

    Platform Partners was founded in 2006.

  • Who is the founder of Platform Partners?

    Bradley Morgan and Frederick Lummis II are the founders of Platform Partners.

  • Who is the CEO of Platform Partners?

    Frederick Brazelton is the CEO of Platform Partners.

  • Where is Platform Partners headquartered?

    Platform Partners is headquartered in Houston, TX.

  • What is Platform Partners's total asset value?

    Platform Partners has around 00000 in total assets under management.

  • How many investments has Platform Partners made?

    Platform Partners has made 61 investments.

  • What has Platform Partners invested in?

    Platform Partners has made numerous investments in companies like Acuff & Associates, Stepwest Experience Providers, and Alliance Abroad Group within the Financial Services and Human Capital Services industries.

  • What has Platform Partners invested in recently?

    Platform Partners's latest investment was on 18-Jul-2024 in Acuff & Associates, a company within the Financial Services industry.

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