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Elm Equity Partners
Capital and Expertise
www.elmeqp.com
Entrepreneurial Leadership
Overview
Elm Equity Partners (EEP) is a private investment firm that seeks to make controlling acquisitions and provide operational leadership to
companies with $1 to $7 million of EBITDA. We offer capital for liquidity and expansion and can transition daily management
responsibilities to our internal team. EEP's team of experienced investment professionals seeks to generate value for its shareholders
while operating with the utmost degree of integrity and professionalism. We offer business owners a unique alternative to traditional
liquidity options by providing a more flexible approach in how we structure our investment ensuring continuity to clients and employees.
Investment Criteria
Company – Specific
Financial
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Revenue : $5 - $50 million
Highly recurring revenue base
EBITDA Range: $1 to $7 million
Limited capital intensity / asset-light
Cash flow positive for 3+ years
Consistently high returns on invested
capital (ROIC)
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Context
Distinctive competitive advantage
Limited client concentration
Clear potential for organic growth
Well-positioned in a growing industry
U.S. or Canada-based
Scalability / operating leverage
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Motivated seller seeking liquidity and
management transition
Desire to ensure long-term continuity of
business
Owner seeking exit for non-businesses
related reasons (e.g., retirement or serial
entrepreneur seeking next venture)
Verticals of Interest
EEP is primarily focused on B2B service-based industries with a preference for those with an orientation towards technology; some
of the Firm’s focal market segments include:
Why Elm Equity Partners?
Admin.
&
Business
Services
Financial
&
Insurance
Services
Educational
Services
Niche
Healthcare
Services
SaaS and
TechEnabled
Services
Succession Capital with Legacy Preservation: EEP is a private investment firm with a management team in place that intends to
build on a legacy of excellence by providing capital for liquidity, ensuring a smooth management transition, and growing client and
employee relationships.
Accelerated Closing Process and Timely Transactions: Our extensive deal experience allows us to rapidly evaluate new investment
opportunities. We strive to close transactions in a timely manner to minimize the stress on all stakeholders involved.
Attractive Finders’ Fees: We are always seeking to expand our relationships with business intermediaries or industry experts. As a way
to compensate you for your efforts we offer attractive buy-side finders’ fees.
High-Caliber Team: The EEP team is composed of a high-caliber group of individuals that bring a deep, balanced mix of investing and
operating expertise. The group has successfully acquired and managed hundreds of lower middle market acquisitions and bring many
decades of operating experience. In addition to a high-energy management team, the Firm’s value proposition is significantly augmented
by its investor group, representing a panel of over 20 executives, entrepreneurs, and seasoned professional investors that will remain
engaged in the investment-making and operating stages.
The Team
Elliot A. Luchansky, CFA – Managing Partner
Michael J. Mazzeo – Partner
Prior to co-founding EEP, Elliot worked at Tradeweb Markets, a
leading global Financial Technology company that provides liquidity
to the fixed income and derivative markets. At Tradeweb, Elliot
held a variety of senior roles, including a senior operating role
within the company’s Tradeweb Retail business unit, where he was
instrumental in the transformation of the division – growing revenue
by over 150% annually while dramatically expanding its operating
margin. In his other roles at the company, Elliot’s responsibilities
included Investor Relations & Executive financial management
duties, launching numerous organic growth initiatives, and leading
numerous M&A transactions. Prior to Tradeweb, Elliot worked in
the M&A group at National Financial Partners where he closed 12
direct principal investments and 10 add-on acquisitions within the
insurance brokerage and wealth management market segments in
locations spread throughout the U.S. and Canada. Elliot has an
MBA from Columbia Business School and a BA in Managerial
Economics from Union College. He is a CFA Charterholder.
Prior to co-founding EEP, Michael worked with the CEO of a multibillion dollar electronic fixed income trading pioneer, Tradeweb
Markets. At Tradeweb, Michael worked with a variety of C-level
executives and drove multiple key initiatives relating to strategic
opportunities, pricing and sales strategy, key personnel /
compensation decisions, new-business and acquisition integration,
financial planning & analysis, and business operations. Michael
has an established track-record as an entrepreneur having founded
a New York-based Educational Services company that has
remained highly profitable since inception. Michael also worked
across three of Goldman Sachs’ most prestigious trading desks.
Michael holds a BS in Economics from Duke University, with a
minor in Education. He is the Chairman of Chance Academic
Advising, Inc. and is a New York licensed FINRA registered
general securities broker.
Contact:
[email protected]
+1 (646) 759-7473
Contact:
[email protected]
+1 (646) 759-7472

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