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GRAHAM ALLEN PARTNERS

Business Builders Focused on Transforming Established B2B Service Companies

Graham Allen Partners is a private investment firm focused on transforming proven service businesses into tech-enabled platforms by embedding automation, data intelligence, and scalable systems into legacy operations.

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HISTORY

2008
Established by Tracy Graham following a successful career leading PE-backed technology companies.
Founded Aunalytics to build data and AI capabilities for portfolio value creation.
2012
2017 - 2020
Operated as an independent sponsor, executing early deals to prove the investment model.
Raised first committed private equity fund focused on investing in data-rich, lower-middle-market service businesses.
2020
2025
Launched Fund II to further scale the Firm's technology-led investment approach.

Technology-Led From the Start

Investment Strategy
Strong Foundations. New Possibilities.

Our investment strategy is rooted in transforming strong, local operators with deep industry expertise into tech-enabled enterprises that deliver sustainable growth, margin expansion, and multiple uplift.

  • We partner with mission-critical B2B service businesses that have proven business models. These companies have strong fundamentals but need modern technology infrastructure to unlock their next phase of growth.

  • The lower-middle market is home to established, successful companies with durable customer relationships and defensible market positions. These businesses have often grown without institutional capital, creating significant opportunities to add operational capabilities and strategic resources that accelerate value creation.

  • Implementing transformational technology requires dedicated focus and specialized expertise that's distinct from running the core business. We bring a systematic approach that allows management teams to stay focused on serving customers while we drive operational improvements that expand margins and accelerate growth.

  • We source opportunities through our network of intermediaries, industry contacts, and direct relationships with business owners. Our diligence emphasizes cultural fit, sector durability, and operational foundation as the starting point for transformation.

  • We deploy our EVOLVE value creation process to embed automation and modern platforms into core operations. This process is designed to enhance how teams work by reducing repetitive manual tasks so employees can focus on higher-value activities. Our objective is to drive margin expansion, improved service quality, and a stronger competitive position.

  • After establishing operational excellence and technology infrastructure in our platform companies, we accelerate growth through strategic M&A. Our data-driven approach identifies add-on acquisitions that are positioned to benefit from the systems and capabilities we've already built.

THE TEAM

A Purpose-Built Team to Execute Our Strategy

From investment professionals to transformation operators, our integrated team works as one unit to drive sustainable value creation across every phase of the portfolio lifecycle.

  • Raphael Adeyemi

    Associate, Portfolio Operations

    Portfolio Operations

  • Tracy Graham

    Managing Partner, CIO

    Executive Committee

  • DJ Brown

    Associate, Investments

    Investment

  • Lauren Carroll

    Partner, CFO

    Executive Committee

  • Kira Conner

    Senior Associate, People Operations

    Firm Operations

  • Dylan Henry 

    Senior Associate, Financial Operations 

    Portfolio Operations

  • Jana Jenkins

    Director, Controller

    Firm Operations

  • Brent Kitts

    Partner, Investments

    Executive Committee

  • Rob Klinger 

    Partner, Investments

    Executive Committee

  • Max Manta

    Associate, Portfolio Operations

    Portfolio Operations

  • Jason Mascari

    Director, Data Platform

    Portfolio Operations

  • Tyler Mowery 

    Director, Financial Operations

    Portfolio Operations

  • Dianna O’Hara

    Senior Associate, Investments

    Investment

  • Tom Panozzo 

    Chief Technology Officer 

    Portfolio Operations

  • Katherine Radinovic

    Director, Portfolio Operations

    Portfolio Operations

  • David Roos 

    Director, Capital Markets

    Investment

  • Tim Sansone

    Associate, Investments

    Investment

  • Vessy Tyler 

    Director, Portfolio and Partner Experience 

    Firm Operations

  • Jack Walsh 

    Senior Associate, Investments

    Investment

Let’s Talk About Your Business

We welcome the opportunity to discuss where your business is today and where it could go. We'll be straightforward about whether we think there's a fit.

CONTACT US

(574) 485-2146
info@graham-allen.com

SOUTH BEND

100 E. Wayne St., Suite 450
South Bend, IN 46601

CHICAGO

303 W. Madison St, Suite 750
Chicago, IL 60606

NAPLES

4850 Tamiami Trail N, Suite 301
Naples, FL 34103

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