Fremont Private Investments (FPI) is a private investment firm specializing in lower middle-market growth companies within the education, healthcare, and technology-enabled business sectors. The firm is dedicated to partnering with entrepreneurs and management teams to drive strategic growth and achieve successful exits. FPI's mission is to leverage its operational expertise and extensive networks to support visionary leaders in realizing their business objectives.
Key Strategic Focus
FPI concentrates on investing in companies with EBITDA ranging from $3 million to $25 million, deploying capital investments between $20 million and $50 million. The firm's strategic focus encompasses:
- Technology: Investments in technology-enabled businesses, business operations software, human resource services, financial processing services, fintech, governance, risk & compliance, legal, regulatory & tax services, scientific & technical services, and research & development.
- Education: Focus on college and K-12 digital content, education technology & services, distance learning, and specialty training & certification.
- Healthcare: Engagements in healthcare IT and services, intelligence, analytics & benchmarking, decision support software, population health management, revenue cycle management, practice management software & electronic health records, physician practice management, managed care organizations & multi-site providers, and behavioral health & substance abuse.
FPI offers flexible capital solutions, including preferred equity, mezzanine financing, common equity, and subordinated debt, with an exit horizon of 3 to 7 years.
Financials and Funding
FPI collaborates with Veronis Suhler Stevenson (VSS), a private investment firm with a focus on healthcare, business services, and education industries. Since 1987, VSS has partnered with lower middle-market companies, providing flexible capital solutions to drive growth. The VSS portfolio includes 96 portfolio companies, 400 add-on acquisitions, $17 billion in transaction value, and $4 billion in committed capital.
Pipeline Development
FPI's investment strategy includes providing growth capital, recapitalizations, shareholder liquidity, acquisitions, buyouts of non-active partners, and management buyouts. The firm actively seeks opportunities to support companies in achieving their growth objectives and strategic milestones.
Technological Platform and Innovation
FPI differentiates itself through its operational expertise and extensive industry networks. The firm leverages its experience in various sectors to provide strategic guidance and support to portfolio companies, facilitating innovation and growth.
Leadership Team
- Dr. Sabrina Kay: Founder & CEO.
- Caitlin Jarrett: Controller.
- Sky Jarvis: Executive Assistant.
- Katy Firth: Bookkeeper.
- Ashkaan Hassan: Technology.
The leadership team brings a wealth of experience and expertise to FPI, guiding the firm's strategic direction and investment decisions.
Competitor Profile
FPI operates in a competitive landscape alongside firms such as Granite Creek, Sixth Street, and HPS.
- Granite Creek: Founded in 2005 and headquartered in Chicago, Illinois, Granite Creek focuses on investment banking and securities, generating approximately $54 million in revenue with 80 employees.
- Sixth Street: Established in 2009 and based in New York, New York, Sixth Street operates in the investment banking and securities sector, with 600 employees and $110 million in revenue.
- HPS: Founded in 2007 and headquartered in New York, New York, HPS also competes in the investment banking and securities industry, employing 450 individuals and generating $15 million in revenue.
These competitors share a focus on investment banking and securities, targeting similar market segments and investment opportunities.
Strategic Collaborations and Partnerships
FPI's partnership with VSS enhances its market position and innovation capacity. This collaboration provides FPI with access to additional resources and expertise, strengthening its ability to support portfolio companies and achieve strategic objectives.
Operational Insights
FPI's strategic considerations include leveraging its operational expertise and industry networks to differentiate itself from competitors. The firm's focus on flexible capital solutions and active partnership with management teams positions it as a valuable partner for growth-oriented companies.
Strategic Opportunities and Future Directions
FPI aims to continue identifying and investing in growth-oriented companies within its target sectors. The firm's commitment to operational excellence and strategic partnerships positions it to capitalize on emerging opportunities and drive long-term value creation.
Contact Information
FPI maintains offices in Santa Monica, CA; New York, NY; and Seoul, South Korea.
