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Palladium

Private equityActively deploying

New York ยท Growth

Also known as Palladium Equity Partners Advisor, Llc ยท PALLADIUM HERITAGE MANAGEMENT, LLC

โœจ Fox Verdict
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Investment thesis

Palladium runs two strategies. Its Flagship strategy has anchored its investment approach for more than 25 years across four institutional funds, delivering results through varied economic cycles. Its Heritage strategy, launched in 2022, targets B2B and industrial companies in the lower middle-market, leveraging the firm's team and network. Palladium's value-creation model centers on three pillars: accelerating growth through strategic plans, organic opportunities and M&A; improving operations via financing, budgeting, systems and reporting; and enhancing leadership by building the right teams and governance. The firm draws on a bench of industry executives and consultants to source, evaluate and lead investments, and embeds stewardship practices such as diverse boards and impact measurement.

Source: firm website, verified Aug 25, 2026.

Stage
Growth
Check
$50M โ€“ $150M
HQ
New York, NY, US
Leads rounds
Leads
Instruments
Equity
Founded
2022
AUM
$37.2M
Tracked investments
34

What they invest in

from 17 of 34 portfolio companies

Consumer ร—4Logistics & Supply Chain ร—4Advanced Manufacturing ร—3FoodTech ร—3B2B Marketplaces ร—2Construction Tech ร—2E-commerce ร—2Fintech ร—2

HQs:United Statesร—8

Investments ยท 34 tracked

founders shown can be your intro path
Abra

U.S. provider of vehicle damage and collision repair services operating company-owned and franchised centers.

Accupacaccupac.comin

Provides contract manufacturing services for consumer packaged goods companies (former portfolio company).

Paul Alvaterin

Co-investorsH.I.G. CapitalJ.H. Whitney

American Gilsonate
American Gilsoniteamericangilsonite.comin

American Gilsonite Company mines and supplies Gilsonite (uintaite), a naturally occurring hydrocarbon resin used as an additive in oilfield drilling fluids and cementing, asphalt, inks, paints, stains, construction materials, and foundry castings.

Advanced ManufacturingEnergyNew Materials

Bodewell Groupbodewellgroup.comin๐•

Bodewell Group is a strategic communications and public affairs firm that advises organizations on infrastructure projects, technology advancements and public policy across sectors such as water, transportation, energy, semiconductors, data centers and land use.

Construction TechGovTech

Canella Media LLC

Direct response television media placement company with proprietary results-analysis software.

Capital Contractors

Provider of janitorial and facilities maintenance services across North America.

Celeritas

Acquires and develops businesses in sports, marketing and entertainment, including signage services for pro sports.

Clarion

Integrated manufacturer of MDF/HDF fiberboard and laminate flooring.

Collision Auto Parts

Value-added distributor of aftermarket automotive collision repair parts in the Western U.S.

Danielโ€™s Jewelersdanielsjewelers.com๐•

Daniels Jewelers is a jewelry retailer selling rings, bracelets, watches, and lockets, with promotions, in-store and online gift offers, and financing/pre-approval options for shoppers.

ConsumerE-commerceRetail Tech

Del Realdelrealfoods.comin๐•

Del Real Foods makes ready-to-eat, gluten-free Hispanic dishes such as tamales, carnitas, pupusas, and salsas prepared with traditional recipes for families across the United States.

ConsumerFoodTech

DME Expressdmeexpress.comin๐•

DME Express is a durable medical equipment supplier offering products such as hospital beds, mattresses, oxygen and respiratory equipment, wheelchairs, mobility aids, bariatric equipment, bathroom safety items, and patient lifts.

HealthtechLogistics & Supply ChainMedical Devices

Co-investorsWay Point Capital Partners

DolExdolex.comin๐•

DolEx operates retail financial-service stores offering international money transfers, money orders, bill payment, check cashing, prepaid telephony top-ups, personal loans (via Oportun), and tax preparation.

Fintech

Envoyenvoyglobal.comin

Envoy Global provides corporate immigration services combined with an AI-powered case management platform, helping organizations secure work authorizations, relocate employees, and manage a global workforce across 180+ countries.

HR TechLegalTechSaaS

Envoy Global

Immigration software and workforce management platform combining proprietary technology with expert legal representation to help global enterprises hire and manage international talent.

Everdriveneverdriven.comin

EverDriven provides alternative student transportation for school districts, serving students whose needs fall outside traditional bus routes, including those with disabilities, unstable housing, or specialized schedules.

EdTechLogistics & Supply ChainMobility & Transportation

Co-investorsCharlesbank Capital Partners

Fora Financialforafinancial.comin๐•

Fora Financial provides working capital and business financing of up to $1.5 million to small businesses, with online applications and fast approval decisions.

Fintech

Goodwest

Manufacturer of aseptic beverages and foodservice dispensing solutions, including bag-in-box coffee creamer.

Health Connect America
Health Connect America (HCA)healthconnectamerica.com
HealthSunhealthsun.com

HealthSun offers Medicare Advantage health insurance plans, including Special Supplemental Benefits for the Chronically Ill (SSBCI) for members managing chronic conditions such as chronic kidney disease, diabetes, and heart failure.

Digital HealthHealthtechInsurTech

Hilsinger

Global eyecare company providing eyewear, eyecare accessories and optical equipment.

Hy Cite Enterprises, LLC

Direct selling company marketing durable household products under the Royal Prestige brand.

Jordan Health Services

Home-based healthcare and hospice services provider serving Medicaid and Medicare populations in the south-central U.S.

Jordan's Skinny Mixes (JSM)skinnymixes.comin

Jordan's Skinny Mixes sells sugar-free, zero-calorie flavoring syrups, sauces, and beverage enhancers for coffee, drinks, and hydration.

ConsumerDirect to ConsumerE-commerce

Kymerakymerainternational.comin๐•

Kymera International produces specialty metals and materials, including metal powders and pastes, titanium and master alloys, surface coating technologies, silicon carbide technical ceramics, and KDF water filtration media.

Advanced ManufacturingDeep TechNew Materials

Willson Ropp(Chief Executive Officer)

Napoaklandnapoakland.com

National Auto Parts NorCal is a distributor of certified and non-certified auto body and cooling parts for all vehicle makes and models, serving auto body businesses in Northern California with free delivery within a 120-mile radius of its Oakland warehouse.

B2B MarketplacesLogistics & Supply ChainOakland, US

Pronto Insuranceprontoinsurance.comin๐•

Pronto Insurance offers insurance products to consumers, directing prospective customers to call an agent by phone.

InsurTech

Quirch

Sourcer of sustainable, quality foods for food retailers and operators.

Quirch Foodsquirchfoods.com๐•

Quirch Foods is a family of companies that sources, imports, and distributes food products including beef, pork, poultry, frozen seafood, deli items, Hispanic and ethnic foods, and grocery goods.

B2B MarketplacesFoodTechLogistics & Supply Chain

Southwest Strategies

Firm helping businesses communicate clearly on the issues that matter most to them.

Spice Worldspiceworldinc.comin๐•

Spice World produces fresh garlic and other convenient flavor products, including peeled and organic garlic, shallots, squeezable ginger, seasoning blends, and minced/chopped onion in squeezable bottles.

ConsumerFoodTech

Andy Caneza(Founder)

Trachtetrachte.comin

Trachte designs, engineers, manufactures, and erects pre-engineered and customized steel building systems for self-storage facilities, serving owners, developers, architects, and general contractors across North America.

Advanced ManufacturingConstruction TechPropTech

Fund performance ยท per public LP disclosures ยท 7

as of Jun 2025
FundVintageCommittedNet IRRTVPIDPI
Palladium VLPs: Chicago Teachers' Pension Fund2018โ€”14.6%1.65x0.64x
Palladium Equity Partners VLPs: Oregon Public Employees Retirement System, Empire State Development โ€“ New York Ventures, California State Teachers' Retirement System +8 more2017โ€”12.0%1.50x0.75x
Palladium Equity Partners IV, L.P.LPs: Empire State Development โ€“ New York Ventures, Oregon Public Employees Retirement System, Los Angeles County Employees Retirement Association +6 more2014โ€”9.6%1.67x0.96x
Palladium IVLPs: Chicago Teachers' Pension Fund2014โ€”10.8%1.84x0.84x
Palladium Equity Partners IV, L.P. Private EquityLPs: Pennsylvania Public School Employees' Retirement System2012โ€”โ€”1.80x1.81x
Palladium IIILPs: Chicago Teachers' Pension Fund2005โ€”11.4%1.72x1.72x
Palladium Equity Partners IIILPs: California Public Employees' Retirement System, California State Teachers' Retirement System, Empire State Development โ€“ New York Ventures +5 more2004โ€”14.4%1.86x1.86x

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Frequently asked questions

How many investments has Palladium made?
Palladium has 34 tracked investments.
What stage does Palladium invest at?
Palladium invests at the Growth stage.
What is Palladium's typical check size?
Palladium typically writes checks of $50M โ€“ $150M.
What sectors does Palladium focus on?
Palladium focuses on Advanced Manufacturing, Consumer, Fintech, FoodTech, Healthtech, Logistics & Supply Chain, Media & Entertainment, New Materials.
Where is Palladium located?
Palladium is headquartered in New York, US.
Does Palladium lead rounds?
Yes, Palladium leads investment rounds.
Who does Palladium co-invest with?
Palladium most often shares deals with Charlesbank Capital Partners, H.I.G. Capital, J.H. Whitney, among 4 tracked co-investors.

Images

Palladium photoPalladium photo

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