BPEA
- Company typePrivate
- Founded2002
- HeadquartersBoston, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
BPEA firmographics
Firmographics- Name
- BPEA
- Legal name
- Brooke Private Equity Associates Management, LLC
- Website
- https://bpea-pe.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Where BPEA is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
BPEA business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Fund Management Fees: BPEA generates revenue through management fees and carried interest from private equity funds including BPEA V ($218M) and BPEA Strategic Healthcare ($352M). The firm builds diversified and balanced private equity programs investing in fund managers and directly in companies.
Go-to-market motion2 records
Distribution channels2 records
Marketing channels3 records
BPEA product offering
Product offeringCore offering
BPEA is a private equity firm that manages dedicated small and lower middle market buyout and growth equity investment programs for institutional investors. The firm builds diversified private equity portfolios by investing in fund managers and directly in US-based companies across business services & software, healthcare, consumer & retail, and industrial sectors, with a specialized healthcare-only program supported by Taft-Hartley investors.
Product overview
BPEA is a Boston-based private equity firm established in 2002 offering investment programs including Small Buyout and Growth (targeting companies with EBITDA below $10M and enterprise values below $100M), dedicated Healthcare funds (investing in healthcare services, healthcare IT, and consumer-oriented healthcare), and Customized separate accounts. The firm manages funds like BPEA V ($218M) and BPEA Strategic Healthcare ($352M). BPEA invests in both fund managers and directly in private companies across business services & software, healthcare, consumer & retail, and industrial sectors.
Differentiator
Problem solved
Functional benefit
Products and services
- BPEA V Small buyout and growth equity fund investing in US-based companies with EBITDA below $10 million and enterprise values below $100 million across business services & software, healthcare, consumer & retail, and industrial sectors, both in funds and alongside funded and independent sponsors. Closed at $218M in December 2020.
- BPEA Strategic Healthcare Fund Dedicated healthcare private equity fund investing in private healthcare companies directly and through specialist healthcare private equity firms. Targets companies addressing critical healthcare needs and improving access to cost-effective, high quality healthcare. Closed at $352M in 2020 from 16 Taft-Hartley Investors.
- Small Buyout and Growth Program Investment program targeting profitable US businesses with enterprise values below $100 million and EBITDA between $1 million and $10 million, as well as sector-focused fund managers with fund sizes generally below $300 million. Builds diversified, balanced small-market PE portfolios.
- Healthcare Investment Program Healthcare-focused investment program investing in fund managers and direct portfolio companies across healthcare services, healthcare IT, and consumer-oriented healthcare sectors. Leverages Taft-Hartley investor relationships for strategic value-add to portfolio companies serving those plans.
- Customized Investment Solutions Customized private equity programs developed for institutional investors, including global mandates, regionally-concentrated programs, and MWBE-focused investment strategies tailored to specific long-term goals.
Quantifiable outcome
- BPEA V closed at $218 million exceeding its $200 million target
- +2 more outcomes
Companies that use BPEA
Customer profileNamed customers89 records
Segments4 records
Ideal customer profiles3 records
BPEA technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
BPEA partnerships and signals
Strategic signalScale indicators6 records
Recent moves6 records
Expansion highlights6 records
BPEA competitors and assessment
Company assessmentDirect peers
- The Riverside Company: Globally focused lower middle market private equity firm investing in companies with EBITDA typically under $25M. Highly comparable to BPEA's sub-$100M EV, sub-$10M EBITDA small buyout strategy across multiple sectors.
- Audax Group: Middle market private equity firm focused on buyouts of North American companies. Comparable to BPEA as a lower middle market PE sponsor pursuing control investments with similar institutional LP base.
- Atlantic Street Capital: Lower middle market private equity firm investing in services, healthcare, and consumer companies. Directly comparable to BPEA in target company size and sector focus, including healthcare exposure.
- Garnett Station Partners: Lower middle market PE firm focused on consumer, business services, and healthcare. Comparable to BPEA in fund size, target company profile, and multi-sector small buyout strategy.
- Revelstoke Capital Partners: Healthcare-focused private equity firm investing in lower middle market healthcare services and technology companies. Directly comparable to BPEA Strategic Healthcare's dedicated healthcare mandate.
- Linden Capital Partners: Healthcare-focused private equity firm investing in middle market healthcare companies. Comparable to BPEA's dedicated healthcare fund strategy and target company size range.
- HGGC: Middle market private equity firm investing in North American companies across business services, healthcare, and consumer. Comparable to BPEA in lower middle market focus and sector breadth.
Broad incumbents
- Advent International: Global private equity firm co-founded by Peter Brooke, BPEA's late co-founder. Comparable as a multi-fund, multi-sector PE platform with shared founding lineage, though operating at substantially larger scale.
- TA Associates: Global growth private equity firm also founded by Peter Brooke. Comparable as a multi-fund PE platform sharing founder pedigree, though focused on growth equity at larger company sizes than BPEA's small buyout strategy.
Others
- HarbourVest Partners: Private markets investment manager and fund-of-funds. Comparable to BPEA's fund-of-funds activity investing in other PE managers, though HarbourVest operates at significantly larger scale as a multi-strategy alternatives platform.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights5 records
Customer concentration
BPEA social profiles
Digital presenceBPEA financial estimates
Financial estimateRevenue estimate
Valuation estimate
BPEA leadership team
Management profileNumber of profiles
Profiles19 records
BPEA funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
BPEA M&A and investment
M&A and investmentM&A1 record
Investments23 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about BPEA
What does BPEA do?
BPEA is a private equity firm that manages dedicated small and lower middle market buyout and growth equity investment programs for institutional investors. The firm builds diversified private equity portfolios by investing in fund managers and directly in US-based companies across business services & software, healthcare, consumer & retail, and industrial sectors, with a specialized healthcare-only program supported by Taft-Hartley investors.
Is BPEA a public or private company?
BPEA is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was BPEA founded?
BPEA was founded in 2002. It employs 11 to 50 people.
Where is BPEA based?
BPEA is headquartered in Boston, United States, in the North America region.
How does BPEA make money?
One revenue line is on record: fund Management Fees.
Who are BPEA's main competitors?
Direct peers on record are The Riverside Company, Audax Group, Atlantic Street Capital, Garnett Station Partners, Revelstoke Capital Partners, Linden Capital Partners and HGGC. Broad incumbents are Advent International and TA Associates. HarbourVest Partners is listed as an others.
Does BPEA have an API?
No public API is recorded for BPEA.