Ampleo Company Profile

Background

Overview

Ampleo, established in 1996 and headquartered in Lehi, Utah, specializes in providing fractional executive services, including finance, marketing, and human resources, to small and mid-sized businesses across the United States. The company integrates seasoned professionals directly into client teams, offering strategic insights and hands-on execution without the overhead of full-time hires.

Mission and Vision

Ampleo's mission is to empower businesses of all sizes by providing immediate access to expert leaders, enabling them to scale smarter and faster. The vision is to ensure that every company, regardless of size, can access the expertise and execution needed to survive and grow.

Industry Significance

Operating in the managed professional services industry, Ampleo addresses the growing demand for flexible, on-demand executive leadership. The company has been recognized for its innovative approach to integrating fractional leaders into client organizations, providing a cost-effective solution for businesses seeking strategic guidance and operational support.

Key Strategic Focus

Core Objectives

Ampleo aims to deliver comprehensive fractional executive services that combine strategic leadership with seamless execution, helping businesses navigate growth challenges and achieve sustainable success.

Areas of Specialization

Finance: Offering fractional CFO services to guide financial strategy and operations.

Marketing: Providing fractional CMO services and integrated marketing teams to drive brand growth and market presence.

Human Resources: Delivering fractional CHRO services to enhance organizational effectiveness and employee engagement.

Key Technologies Utilized

Ampleo leverages advanced financial modeling tools, marketing automation platforms, and HR management systems to deliver tailored solutions that meet the unique needs of each client.

Primary Markets Targeted

The company primarily serves small and mid-sized businesses across various industries, including technology, healthcare, consumer products, and professional services, focusing on those seeking scalable growth solutions.

Financials and Funding

Funding History

In June 2025, Ampleo secured a strategic investment from Unity Partners LP, a Dallas-based private equity firm. This partnership aims to expand Ampleo's reach and services nationwide, supporting technology implementation, service expansion, and talent acquisition.

Total Funds Raised

Specific details regarding the total funds raised by Ampleo are not publicly disclosed.

Notable Investors

Unity Partners LP is a notable investor, bringing operational and M&A experience to support Ampleo's growth objectives.

Utilization of Capital

The capital is intended to accelerate Ampleo's national expansion, enhance service offerings, and invest in technology and talent to better serve clients.

Pipeline Development

Key Pipeline Candidates

Ampleo has expanded its service offerings through strategic acquisitions:

Stage Marketing: Acquired in January 2025, Stage Marketing is a marketing agency focused on executing impactful marketing strategies for brands at every growth stage.

Peisner Johnson (The Sales Tax People): Acquired in January 2025, Peisner Johnson specializes in state and local sales tax consulting, addressing complex sales tax compliance challenges for businesses.

Peak Business Valuation: Acquired in February 2025, Peak Business Valuation is a business valuation and advisory firm, enhancing Ampleo's capabilities in financial strategy and planning.

Stages of Development

These acquisitions have been integrated into Ampleo's service portfolio, enhancing its ability to offer comprehensive fractional executive services.

Target Conditions

The acquisitions aim to address the needs of businesses seeking integrated solutions in marketing, sales tax compliance, and business valuation.

Anticipated Milestones

The integration of these services is expected to strengthen Ampleo's market position and expand its client base, with ongoing efforts to streamline operations and deliver enhanced value to clients.

Technological Platform and Innovation

Proprietary Technologies

Ampleo utilizes proprietary financial modeling tools, marketing automation platforms, and HR management systems to deliver tailored solutions that meet the unique needs of each client.

Significant Scientific Methods

The company employs data-driven decision-making processes, leveraging analytics and performance metrics to inform strategies and measure success across finance, marketing, and HR domains.

Leadership Team

Key Executives

Lincoln Howell: CEO of Ampleo, leading the company's strategic direction and growth initiatives.

Jon Allen: President of Finance, overseeing financial operations and client engagements.

Abby Martin: President of Human Resources, managing HR services and organizational development.

Joe Grover: President of Marketing, directing marketing strategies and service offerings.

Professional Backgrounds

The leadership team comprises seasoned professionals with extensive experience in finance, marketing, and human resources, each bringing a wealth of knowledge to their respective roles.

Key Contributions

The team has been instrumental in driving Ampleo's growth through strategic acquisitions, service diversification, and national expansion efforts.

Market and Competitor Insights

Market Insights and Dynamics

The demand for fractional executive services is on the rise, with a 23% year-over-year increase and a 170% increase since 2022, indicating a growing market for flexible, on-demand leadership solutions.

Competitor Analysis

Ampleo operates in a competitive landscape with several key players offering similar services. The company's strategic acquisitions and integrated service offerings position it as a strong competitor in the market.

Strategic Collaborations and Partnerships

Significant Collaborations

The partnership with Unity Partners LP in June 2025 has been a significant collaboration, providing Ampleo with the resources and expertise to accelerate its growth and service expansion.

Strategic Opportunities and Future Directions

Ampleo plans to leverage its expanded service offerings and strategic partnerships to further penetrate the market, enhance client value, and achieve sustainable growth.