The Beekman Group
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.
- Company typePrivate
- Founded2004
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
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.
The Beekman Group firmographics
Firmographics- 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
The Beekman Group industry classification
Industry- 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
Where The Beekman Group is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Beekman Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Management Fees: Private equity fund management fees typically charged as a percentage of assets under management or committed capital.
- 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
The Beekman Group product offering
Product offeringCore 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
Companies that use The Beekman Group
Customer profileNamed customers10 records
Segments4 records
Ideal customer profiles2 records
The Beekman Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Beekman Group partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor and major.
- MacrosmithminorAutoManager (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 GroupmajorBeekman 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
The Beekman Group competitors and assessment
Company assessmentDirect 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
The Beekman Group social profiles
Digital presenceThe Beekman Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Beekman Group leadership team
Management profileNumber of profiles
Profiles1 record
The Beekman Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Beekman Group M&A and investment
M&A and investmentM&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
What does The Beekman Group do?
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.
Is The Beekman Group a public or private company?
The Beekman Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Beekman Group founded?
The Beekman Group was founded in 2004. It employs 11 to 50 people.
Where is The Beekman Group based?
The Beekman Group is headquartered in New York, United States, in the North America region.
How does The Beekman Group make money?
Two revenue lines are on record. Management Fees are the primary driver. The others are carried Interest.
Who are The Beekman Group's main competitors?
Direct peers on record are Excellere Partners, Hammond, Kennedy, Whitney & Company, Sentinel Capital Partners, Audax Group, Quad-C Management, Trinity Hunt Partners, Pfingsten Partners and CIVC Partners. Broad incumbents are Onex Corporation and Main Street Capital.
Does The Beekman Group have an API?
No public API is recorded for The Beekman Group.
What industry is The Beekman Group in?
The Beekman Group's product category is Private Equity Management. Its primary akta.pro industry code is FSANACAD, Business Services (B2B) Growth Equity, with a secondary code of FSAEAGAI, Management Buyouts (MBO/MBI) & Sponsor-Led Transactions Advisory. Its NAICS code is 5511 and its SIC code is 6282.