Crescent Peak

What Crescent Peak does

Crescent Peak is a Charlotte, North Carolina-based private investment firm operating as a multi-family office that partners with family-owned and founder-led businesses, typically those with $10M to $100M+ in annual revenue. The firm pursues majority recapitalizations, management buyouts, and growth capital structures, with stated sector focus on Manufacturing & Industrial Services, Construction Services, Business & Government Services, Aerospace & Defense, Advanced Construction Technologies, and Cybersecurity. Its four-person core team combines investment and operating backgrounds from Deloitte, PwC, McKinsey, Goldman Sachs, and Falfurrias Capital Partners.

The firm's "products" are equity capital and operational support delivered through portfolio partnerships rather than a unified platform or technology offering. The current active portfolio comprises four companies: Project Hammer (civil construction in the Mid-Atlantic), Project RAM (civil infrastructure and paving in the Southwest, held with Acacia Partners), Federal EC LLC (trenchless pipe services in the Southeast US, held with FVLCRUM Funds and HCAP Partners), and MAD20 (MITRE ATT&CK cybersecurity training, spun out of MITRE Corporation in 2023). A fifth investment, IRIS Solutions (healthcare MSSP), was successfully exited to Anatomy IT in May 2023.

Revenue mechanics are not publicly disclosed. Crescent Peak generates returns through equity investments in portfolio companies, with carried interest on investment performance representing the principal economic model; management fees, fund size, and capital base are not detailed in available materials. Deal sourcing flows through direct outreach, advisory board relationships, and an established M&A intermediary network (Generational Group, FMI Capital Markets, Aviara Partners), rather than competitive auctions.

Name

Crescent Peak

Legal name

Crescent Peak Partners, LLC

Website

https://crescentpeak.co

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Crescent Peak is a Charlotte, NC-based private investment firm and multi-family office that partners with family-owned and founder-led businesses ($10M-$100M+ revenue) via majority recapitalizations, management buyouts, and growth capital across infrastructure, industrial, and services sectors.

Ownership category

akta.pro rank

Product category

Private Equity Investment Services

NAICS

Offices of Other Holding Companies (551112)

SIC

Investors, Nec (6799)

akta.pro primary industry

Family Office–Backed ETA (FSANALAH)

akta.pro secondary industry

Roll-Up / Buy-and-Build ETA (FSANALAF)

Keywords

• Private equity investments
• Family business acquisitions
• Majority recapitalizations
• Management buyouts
• Growth capital funding

Headquarters

HQ city

Charlotte

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, Others

Revenue model

1. Investment Returns and Carried Interest: Crescent Peak generates returns through equity investments in portfolio companies, realizing gains through exits, and earning carried interest on investment performance. As a private investment firm, they partner with exceptional businesses to build enduring value over long holding periods.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Crescent Peak is a multi-family office and private investment firm that partners with family-owned and founder-led businesses through majority recapitalizations, management buyouts, and growth capital structures. The firm targets companies with $10M to $100M+ in annual revenue operating in essential industries, providing strategic capital and hands-on operational expertise alongside experienced operators and advisors. The firm preserves founding principles while supporting growth, with a long-term partnership philosophy spanning multiple investment structures.

Product overview

Crescent Peak operates as a multi-family office and private investment firm focused on partnering with exceptional family-owned and founder-led businesses. Rather than offering a unified product platform, Crescent Peak's 'offerings' consist of investment capital, operational expertise, and strategic guidance provided through various partnership structures (majority recapitalizations, management buyouts, and growth capital) to portfolio companies. The portfolio includes five companies across critical infrastructure and technology sectors: Project Hammer and Project RAM (civil infrastructure and paving services), Federal EC LLC (trenchless pipe rehabilitation), MAD20 (cybersecurity training with MITRE ATT&CK certification), and IRIS Solutions (healthcare MSSP, successfully exited in 2023). Crescent Peak targets businesses with $10M–$100M annual revenue in sectors including manufacturing, construction services, aerospace & defense, advanced construction technologies, and cybersecurity.

Differentiator

Problem solved

Functional benefit

Products and services

• Majority Recapitalizations Partnership structure delivering financial flexibility to ownership while preserving operational leadership and organizational values. Used to provide capital to family-owned and founder-led businesses seeking liquidity or growth support without losing control of company operations.
• Management Buyouts Partnership model empowering proven management teams to take ownership of companies where they have driven success. Targets founder-owned businesses transitioning leadership to existing management teams.
• Growth Capital Partnership model providing customized financing solutions supporting expansion plans, strategic acquisitions, and transformative projects for established businesses in essential industries.
• Project Hammer Full-service civil construction firm delivering complex design-build solutions for DOT, municipal, and commercial customers across the Mid-Atlantic. Provides highway and bridge repair, sitework, infrastructure maintenance services, and vertical construction.
• Project RAM Leading civil infrastructure company and paving contractor serving municipalities, state agencies, and the private sector in the Southwest. Offers road construction and resurfacing, bridgework, airport paving, road repairs, and sitework.
• Federal EC LLC Full-service trenchless pipe specialist based in Woodstock, Georgia. Provides pipe and storm drain rehabilitation, trenchless pipe lining, utility construction and repair, sinkhole remediation, pipe inspections, and hydro jetting services.
• MAD20 Cybersecurity training provider that upskills and certifies elite infosec teams on MITRE ATT&CK. Offers courses, assessments, and agile certification program focusing on skills training and real-world mastery. Spun out of MITRE Corporation in August 2023.

Quantifiable outcome

• Successful exit of IRIS Solutions to Anatomy IT in May 2023
• +1 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered minor and core.

• DLA Piper LLPminorImplementation/ SI/ Consulting PartnerLegal counsel advising Crescent Peak on transactions, including the Project Hammer platform investment.
• CliftonLarsenAllen LLPminorImplementation/ SI/ Consulting PartnerFinancial and tax due diligence advisor for Crescent Peak transactions, including the Project Hammer platform investment.
• Kroll LLCminorImplementation/ SI/ Consulting PartnerFinancial and tax due diligence advisor for the Project RAM platform investment.
• FMI Capital MarketsminorImplementation/ SI/ Consulting PartnerAdvisor in connection with the Project RAM transaction.
• Aviara PartnersminorImplementation/ SI/ Consulting PartnerAdvisor in connection with the Project RAM transaction.
• Generational GroupcoreChannel Partner/ Reseller/ DistributorExclusive M&A advisor to Federal EC LLC in its sale to Crescent Peak and FVLCRUM Funds. Generational Group provided comprehensive M&A advisory services throughout the transaction process, demonstrating strong market demand for quality infrastructure services companies.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Others

• Generational Group: M&A advisory firm specializing in the sale of family-owned and founder-led businesses. Served as exclusive advisor on the Federal EC transaction with Crescent Peak, representing the deal sourcing and intermediary ecosystem on which Crescent Peak depends.

Direct peers

• HCAP Partners: California-based lower middle-market PE firm with an emphasis on workforce expansion and human capital. Co-invested in Federal EC alongside Crescent Peak and FVLCRUM, operating in an overlapping deal universe at similar check sizes.
• Atlantic Street Capital: Lower middle-market PE firm that acquired IRIS Solutions from Crescent Peak in 2023. Invests in founder- and family-led businesses in similar revenue and value ranges, making it both a transactional peer and a potential acquirer of Crescent Peak portfolio companies.
• Coral Tree Partners: Lower middle-market investment firm focused on founder- and family-led businesses, often partnering with management teams through majority recapitalizations and management buyouts — closely mirroring Crescent Peak's stated structures and approach.
• Falfurrias Capital Partners: Charlotte-based lower middle-market PE firm where Crescent Peak Partner Ross Emory previously worked. Operates a similar operator-involved investment model focused on family- and founder-led businesses across the Carolinas and Southeast.
• FVLCRUM Funds: Maryland-based private equity firm that co-invests with Crescent Peak on lower middle-market deals (e.g., Federal EC). Operates a comparable sector-agnostic, lower middle-market investment approach targeting family and founder-led businesses.
• Acacia Partners: Austin, Texas-based private investment firm exclusively focused on family-owned and owner-operated companies ($50M-$300M EV). Partnered with Crescent Peak on Project RAM, reflecting an essentially identical investment thesis and target market.

Emerging players

• Bastion Capital Group: Lower middle-market investment firm focused on industrial, infrastructure, and business services companies with operator involvement — an adjacent profile to Crescent Peak, often co-investing or competing in similar family-owned deal flow.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/crescent-peak

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about Crescent Peak