The Beekman Group

What The Beekman Group does

The Beekman Group is a New York-headquartered private equity firm founded in 2004 by John G. Troiano that invests control equity in lower middle-market companies, typically committing $20-$150 million of equity per transaction alongside co-investment capital, with management teams retaining over 30% ownership. The firm concentrates on three verticals: healthcare services (dental service organizations, allergy/ENT, outpatient therapy, dental insights), consumer services (franchised and company-owned restaurant concepts, fitness, in-home security, specialty advertising), and business & industrial services (dealer management software, payments, industrial automation, air ambulance).

The firm manages more than $1 billion in assets and has executed over 200 transactions representing over $8 billion in total transaction value since inception. Source of economic return is the standard PE model of management fees on committed and invested capital plus carried interest on realizations; pricing and fund terms are not publicly disclosed. Differentiated components of the offering include a 14+-member Industry Operating Advisor network (operating executives averaging 30+ years of experience who serve on portfolio boards), 15% personal capital commitment from Beekman professionals, and a repeat add-on acquisition playbook that has scaled platforms such as AutoManager (DeskManager DMS, WebManager, Selly CRM, AutoAp, EverLogic, Macrosmith), Fluent/DentaBase dental insights, and Convenient Brands.

Go-to-market is relationship-driven: deal flow originates from the Industry Advisor network, senior team relationships, and direct management-team outreach rather than competitive auctions, and the firm supports portfolio operating teams with capital structure optimization, M&A execution, leadership development, and best-practice sharing. The firm operates from one headquarters at 680 Fifth Avenue, New York, with field activity embedded in portfolio companies across the United States and selectively in Canada.

Name

The Beekman Group

Legal name

The Beekman Group, LLC

Website

https://thebeekmangroup.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

The Beekman Group is a New York-based private equity firm founded in 2004 that invests $20-$150 million of control equity in lower middle-market healthcare, consumer, and business services companies in partnership with management teams, managing over $1 billion in assets.

Ownership category

akta.pro rank

Product category

Private Equity Management

NAICS

Management of Companies and Enterprises (5511)

SIC

Investment Advice (6282)

akta.pro primary industry

Business Services (B2B) Growth Equity (FSANACAD)

akta.pro secondary industry

Management Buyouts (MBO/MBI) & Sponsor-Led Transactions Advisory (FSAEAGAI)

Keywords

• Private equity firm
• Middle-market investments
• Management buyouts
• Growth capital
• Control investments

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Management Fees: Private equity fund management fees typically charged as a percentage of assets under management or committed capital.
2. Carried Interest: Performance-based carried interest from successful portfolio company exits, aligning Beekman professionals with fund investors and portfolio company management.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

The Beekman Group is a private equity firm that makes control-oriented investments in lower middle-market companies ($10M-$300M in revenue, $20M-$150M equity size). It partners with management teams—who typically retain over 30% ownership—to provide growth capital, recapitalizations, buyouts, and consolidation support across healthcare services, consumer services, and business and industrial services sectors, using an Industry Advisor model for value creation.

Product overview

The Beekman Group is a private equity firm managing over $1 billion in assets, focused on partnering with management teams to build market-leading businesses in healthcare services, consumer services, and business services sectors. The firm's portfolio encompasses approximately 30 platform investments spanning software/technology companies (AutoManager with DeskManager/WebManager DMS and CRM; Fluent with DentaBase dental insights; Convenient Brands with ROME Technologies, ImEX Systems, Mainstreet Computers, Intellipay), industrial automation (GED Integrated Solutions), healthcare providers (Allergy & ENT Associates, First Choice Dental, New England Management Services, Riccobene Associates Family Dentistry), consumer businesses (Condado Tacos, Another Broken Egg, TBG Food Investors, Ted's Cafe Escondido, Eclipse Fitness Group), and specialized services (REVA air ambulance, Mesmerize advertising, NorthStar Home security, Elite ISI remote guarding, OneWater Marine, Paragon Payment Solutions). The product ecosystem is modular and multi-industry, with several software platforms designed to be expanded with add-on modules (AutoManager's numerous add-on modules; Fluent's quality measurement, forecasting, and fraud prevention tools). Notable recent activity includes AutoManager's ongoing acquisition strategy building an integrated dealership software platform (adding Selly Automotive CRM, AutoAp recall tech, EverLogic for RV/powersports, and Macrosmith document management), and Fluent's dental data expansion through acquisitions.

Differentiator

Problem solved

Functional benefit

Products and services

• AutoManager Leading provider of Dealer Management System (DMS) software and digital marketing tools to independent auto dealers, RV dealers, trailer dealers, and powersports dealers across the U.S. and Canada.
• Fluent Premier dental insights company delivering customized, actionable business intelligence powered by DentaBase, its national multi-payer, fee-for-service claims database.
• Convenient Brands Holding company of business technology companies providing enterprise-level software to the auto repair sector and integrated payment processing services across multiple industries.
• GED Integrated Solutions Market leader in intelligent automation systems for the U.S. fenestration industry, providing value-add equipment, software, parts, and service to the country's largest window manufacturers.
• REVA Largest dedicated fixed wing air ambulance services provider in the Americas, providing responsive, safe, and reliable air transportation and quality medical care through company-owned aircraft, experienced pilots, and world-class medical staff.
• NorthStar Home Residential security and home automation services provider offering intrusion alarms, fire alarms, video surveillance, access control, life-safety devices, and home automation products to over 60,000 households across the U.S.
• Elite Interactive Solutions Remote guarding security solutions provider using advanced digital video cameras and interactive audio systems with real-time monitoring by trained agents, offering more effective security at reduced costs compared to traditional guard services.
• Paragon Payment Solutions Industry-leading integrated payments provider delivering tailored solutions and strategic partnerships helping software providers and their customers excel.
• OneWater Marine One of the largest recreational boat dealerships in the U.S. with over 100 locations across 16 states, offering new and pre-owned boats, parts, accessories, and related services.
• Allergy & ENT Associates Multi-specialty allergy, immunology, asthma, audiology, and ear, nose, and throat treatment provider operating over 35 clinics across Texas and California.
• First Choice Dental Multi-specialty dental service organization with over 10 practices offering general dentistry, orthodontics, endodontics, periodontics, and oral surgery services in the Greater Madison, Wisconsin market.
• Condado Tacos Award-winning build-your-own taco, tequila, and margarita concept operating company-owned restaurants across the Midwest and Southeast.
• Another Broken Egg Operator and franchisor of casual dining restaurants serving southern-inspired breakfast, brunch, and lunch menu options, with over 95 units in operation.
• Ted's Cafe Escondido Full-service Mexican casual dining restaurant chain operating twelve restaurants in the Oklahoma City and Tulsa markets.
• Eclipse Fitness Group Leading Planet Fitness franchisee group located in Florida and Georgia, operating over 20 Planet Fitness clubs in Central Florida and the Atlanta metro area.
• Mesmerize

Quantifiable outcome

• Portfolio companies grew aggregate revenues from $900M to over $5B under Beekman ownership
• +3 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor and major.

• MacrosmithminorStrategic or Co-development Partner · 28 January 2026AutoManager (Beekman portfolio company) acquired Macrosmith, a State College, Pennsylvania-based document management software company built for automotive retailers, expanding AutoManager's capabilities in dealership document management and compliance tools.
• Hal Smith Restaurant GroupmajorStrategic or Co-development PartnerBeekman partnered with Hal W. Smith to recapitalize Ted's Café Escondido. Smith brings extensive restaurant operating experience having founded Hal Smith Restaurant Group operating 12 concepts with over 60 locations across 7 states.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Excellere Partners: Excellere is a lower middle-market PE firm focused on healthcare services, business services, and consumer products with management partnerships — directly comparable to Beekman's vertical focus and check size.
• Hammond, Kennedy, Whitney & Company: HKW is a lower middle-market PE firm investing in business services and healthcare with management partnerships — comparable in check size, fund vintage cadence, and operational orientation.
• Sentinel Capital Partners: Sentinel invests in lower middle-market companies with management partnerships across business services, healthcare, and consumer, sharing Beekman's focus on $20–$150M equity checks and operating-partner engagement.
• Audax Group: Audax is a large lower middle-market PE firm executing control buyouts and add-on acquisitions across healthcare, business services, and consumer — directly comparable to Beekman's strategy and check size.
• Quad-C Management: Quad-C is a lower middle-market PE firm executing control buyouts in business services, consumer, and healthcare, with similar equity check sizes and partnership approach to Beekman.
• Trinity Hunt Partners: Trinity Hunt is a lower middle-market PE firm focused on business services and consumer, executing control buyouts with management teams — closely aligned to Beekman's lower middle-market thesis.
• Pfingsten Partners: Pfingsten is a lower middle-market PE firm executing control investments in business services, consumer products, and healthcare, with comparable equity check size and operating-value-add orientation.
• CIVC Partners: CIVC is a Chicago-based lower middle-market PE firm partnering with management teams in business services and consumer services, with similar equity check sizes and sector focus as Beekman.

Broad incumbents

• Onex Corporation: Onex is a large diversified PE firm where Beekman's founder John Troiano previously was a Partner — comparable in sector breadth and operating-partner approach, but materially larger in AUM and deal size.
• Main Street Capital: Main Street is a publicly-traded lower middle-market investor with broader reach into debt and equity, overlapping Beekman's lower middle-market focus but operating a hybrid BDC/PE model.

Market position

Weaknesses1 record

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/thebeekmangroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments5 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Beekman Group