“We had two primary objectives for our transaction with Excellere. We wanted to diversify our net worth and find a partner to help us take our business to the next level. Excellere became instrumental in developing our growth strategy, improving our core processes and aligning our organization to become more scalable. Excellere was an invaluable extension of my team and I could not be more pleased with our partnership – we accomplished great things together.”
Excellere Partners is a private equity investment firm specializing in partnering with entrepreneurs and management teams – building enduring value with a spirit of partnership and excellence.
In our experience, culture and people are everything to entrepreneurs. We strive to achieve the entrepreneur’s vision and create a legacy for the company’s founder(s) and team.
Our proprietary capabilities were assembled to help managers confront the complexities of managing a rapidly growing business while maintaining the aggressive pursuit of their strategic vision.
We focus on a select group of industries, diligently and systematically researched, ensuring that we are a knowledgeable and additive partner, not just a passive investor.
“I learned three powerful lessons as an owner of a rapidly growing business. First, you must invest, and continue to invest, to grow. Second, the manner of that investment may change over time and you need to be disciplined but flexible. And, third, always choose your partners well, based on a foundation of integrity, excellence, and shared vision and commitment. We embarked on a nationwide search and chose Excellere Partners above all others; together, we are turning yesterday’s dreams into today’s realities. In short, Excellere delivers even more than they promise.”
Ann Costello, Co-Founder
“When we considered our liquidity options, we wanted to find a financial partner with a track record and the ‘know how’ to help us realize our dream of expanding nationwide and becoming an industry leader. During our partnership with Excellere, we invested heavily in our infrastructure and grew the company ten-fold in size. Excellere’s passion for our vision has inspired our entire team.”
Frank Alderman, Co-Founder and CEO
“We were very fortunate to have found a capital provider like Excellere whose team is totally committed to the over-achievement of our business goals. The Excellere team understands what it takes to build a best-in-class industry leader in the insurance sector and have already helped us immensely in pursuing our strategic objectives.”
Kieran Sweeney, Chairman
“At PhyMED, we saw an opportunity to parlay the success of our proven model – focused on the provision of quality anesthesia care, service and patient safety – by expanding the breadth and depth of our services. The Board and senior management decided the time was right to find a partner that shared our vision for growth and passion for delivering unparalleled quality care to a broader market. We believe we found all that and more in Excellere as evidenced by their commitment to help the company achieve its goals and take it to the next level”
David Whitten, Chief Executive Officer
“Excellere was chosen as our partner of choice due to their knowledge of our industry, partnership approach, and demonstrated ability to assist our company in our quest to become an industry leader.”