ScaleCo Capital
- Company typePrivate
- Founded2018
- HeadquartersCleveland, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
ScaleCo Capital firmographics
Firmographics- Name
- ScaleCo Capital
- Legal name
- ScaleCo
- Website
- https://scaleco.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
ScaleCo Capital industry classification
Industry- Product category
- Private Equity / Lower Middle-Market Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Large-Cap / Mega-Fund Buyout (FSANABAA)
- akta.pro secondary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
Keywords
Where ScaleCo Capital is headquartered
LocationHeadquarters
- HQ city
- Cleveland
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ScaleCo Capital business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Management Fees: Private equity fund management fees typically charged as a percentage of committed capital under management.
- Carried Interest: Performance-based carried interest from successful portfolio company exits, aligning fund manager and investor interests.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
ScaleCo Capital product offering
Product offeringCore offering
ScaleCo Capital is a Cleveland-based private equity firm that makes control investments in lower middle-market companies in the Great Lakes region, typically targeting businesses with up to $50 million in revenue and $5 million in EBITDA, with equity hold sizes up to $25 million. The firm partners with business owners to deploy committed capital and apply its proprietary ScaleCo Codex operational framework—spanning People & Talent Development, Financial Controls, Organic Growth, Technology Enablement, and Corporate Development & Add-On Acquisitions—to scale portfolio companies.
Product overview
ScaleCo Capital is a Cleveland-based private equity firm offering a single actively managed investment fund (ScaleCo Fund I) focused on lower middle market companies in the Great Lakes region. The firm operates through its proprietary ScaleCo Codex framework, which provides a structured approach to scaling portfolio companies across five focus areas. ScaleCo invests across three primary sectors: Business & Tech-Enabled Services, Value-Added Distribution & Assembly, and Education, Training & Compliance. Rather than a platform-plus-modules architecture, ScaleCo's offering is centered on its investment fund combined with hands-on operational support and strategic resources delivered through the Codex framework.
Differentiator
Problem solved
Functional benefit
Products and services
- ScaleCo Fund I Actively managed private equity fund focused on lower middle-market companies in the Great Lakes region, targeting businesses with up to $5 million EBITDA and up to $50 million revenue, with equity hold sizes up to $25 million.
- ScaleCo Codex A proprietary operational framework encompassing tools, strategies, and partnerships designed to help portfolio companies enhance control, mitigate risks, and accelerate growth across five focus areas: People & Talent Development, Financial Controls, Organic Growth, Technology Enablement, and Corporate Development & Add-On Acquisitions.
Quantifiable outcome
- 22 platform investments and 25+ add-on acquisitions completed
- +1 more outcomes
Companies that use ScaleCo Capital
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles2 records
ScaleCo Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
ScaleCo Capital partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered minor and core.
- Calfee, Halter & Griswold LLPminorCalfee, Halter & Griswold LLP served as legal advisor to ScaleCo on the TPI Efficiency acquisitions of Community Energy Advisors and Viridi.
- A&D Global Advisors LLC / M&A Securities Group Inc.minorServed as exclusive financial advisors to both Community Energy Advisors, LLC and Viridi, LLC in their acquisition by TPI Efficiency.
- Critchfield Critchfield and JohnstonminorServed as advisor to Community Energy Advisors and Viridi teams during the acquisition process.
- Entrepreneurial Operating System (EOS)coreScaleCo uses the EOS framework across its portfolio companies. An Integration Lead partners with leadership teams to implement EOS, steering strategic planning, company-wide coordination, and execution. The firm describes EOS as central to its ScaleCo Codex operational approach.
Scale indicators3 records
Recent moves7 records
Expansion highlights6 records
ScaleCo Capital competitors and assessment
Company assessmentDirect peers
- Sheridan Capital Partners: Healthcare-focused lower middle-market PE firm co-founded by ScaleCo's Managing Partner Dave Jacob. Comparable fund size, control investment approach, and operational value-add focus.
- Align Capital Partners: Lower middle-market PE firm focused on business services and specialty industrial companies. ScaleCo VP Matt Sweet previously invested at Align; similar deal size and operational playbook make it a strong comparable.
- Blue Point Capital Partners: Cleveland-based private equity firm focused on control-oriented investments in the lower middle market, with sector overlap in business services and value-added distribution. Directly comparable to ScaleCo on geography, deal size, and platform strategy; ScaleCo advisory board member Jim Marra was a Blue Point founding partner.
- Capital Alignment Partners: Lower middle-market PE firm targeting control investments in business services and industrial companies. Comparable fund size, regional focus, and operational value-add approach to ScaleCo's playbook.
- Tecum Capital Partners: Pittsburgh-based lower middle-market private investment firm with SBIC-licensed funds, co-invested with ScaleCo on TPI Efficiency's acquisition of The Utilities Group. Directly comparable in geography, deal size, and sector overlap.
- Evolution Capital Partners: Lower middle-market PE firm co-founded by ScaleCo's founder Brendan Anderson. Highly comparable investment thesis, regional focus, and operational approach, providing direct precedent for ScaleCo's model.
Regional players
- Peninsula Capital Partners: Detroit-based lower middle-market PE firm focused on control investments in the Midwest. Operates multiple SBIC-licensed funds with similar transaction parameters to ScaleCo.
- Frontenac Company: Chicago-based private equity firm focused on buyouts of founder-led, lower middle-market companies. Strong regional overlap with ScaleCo in Great Lakes/Midwest market with similar transaction size and operating-focused value creation.
- Auxo Investment Partners: Grand Rapids, Michigan-based private equity firm focused on lower middle-market operating companies in the Midwest and Great Lakes region. Highly comparable geography and platform approach with buy-and-build strategy.
Broad incumbents
- Riverside Company: Large global lower middle-market PE firm where ScaleCo's Dave Jacob previously worked. Invests across similar business services and value-added distribution sectors but at significantly larger AUM scale ($13B+) and broader geographic footprint.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
ScaleCo Capital social profiles
Digital presenceScaleCo Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
ScaleCo Capital leadership team
Management profileNumber of profiles
Profiles11 records
ScaleCo Capital subsidiaries and ownership
Company hierarchySubsidiaries9 records
ScaleCo Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ScaleCo Capital M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ScaleCo Capital
What does ScaleCo Capital do?
ScaleCo Capital is a Cleveland-based private equity firm that makes control investments in lower middle-market companies in the Great Lakes region, typically targeting businesses with up to $50 million in revenue and $5 million in EBITDA, with equity hold sizes up to $25 million. The firm partners with business owners to deploy committed capital and apply its proprietary ScaleCo Codex operational framework—spanning People & Talent Development, Financial Controls, Organic Growth, Technology Enablement, and Corporate Development & Add-On Acquisitions—to scale portfolio companies.
Is ScaleCo Capital a public or private company?
ScaleCo Capital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was ScaleCo Capital founded?
ScaleCo Capital was founded in 2018. It employs 101 to 250 people.
Where is ScaleCo Capital based?
ScaleCo Capital is headquartered in Cleveland, United States, in the North America region.
How does ScaleCo Capital make money?
Two revenue lines are on record. Management Fees are the primary driver. The others are carried Interest.
Who are ScaleCo Capital's main competitors?
Direct peers on record are Sheridan Capital Partners, Align Capital Partners, Blue Point Capital Partners, Capital Alignment Partners, Tecum Capital Partners and Evolution Capital Partners. Regional players are Peninsula Capital Partners, Frontenac Company and Auxo Investment Partners. Riverside Company is listed as a broad incumbent.
Does ScaleCo Capital have an API?
No public API is recorded for ScaleCo Capital.
What industry is ScaleCo Capital in?
ScaleCo Capital's product category is Private Equity / Lower Middle-Market Investment Management. Its primary akta.pro industry code is FSANABAA, Large-Cap / Mega-Fund Buyout, with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 523940 and its SIC code is 6282.