We are Business Builders Transforming Traditional B2B Service Companies
Capital. Expertise. Results.
We work alongside management teams to modernize systems, optimize operations, and drive compounding growth.
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Our team has over 17 years of experience in investing in secondary markets out of our headquarters in South Bend, IN.
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Our approach combines technology adoption with operational improvements to create durable competitive advantage.
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Our in-house technology teams design, build, and deploy scalable technology solutions across our portfolio.
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Our team works side-by-side with management to professionalize finance functions and technological infrastructure.
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Our buy-and-build model allows us to engage deeply and change the trajectory of a business.
Where We Invest
We invest at the intersection of overlooked service companies, underserved markets, and technological lags. While frontier technologies are tested in coastal markets, adoption often lags in traditional industries across secondary regions. We bridge that gap by embedding transformational technology into traditional companies to drive sustainable value creation from within.
B2B Service Companies
We target founder-led and family-owned B2B service businesses in the healthcare, technology and business services sectors with $2 - $10M of EBITDA.
While we take controlling equity positions, we focus on operators who recognize they can go further with us as a partner and ask them to retain a significant portion of rollover equity.
Underserved Markets
Secondary markets are full of durable, relationship-driven businesses that often lack access to innovation capital.
These companies are often led by teams eager for hands-on partners like us who bring more than just money.
Technological Transformation
Every decade, a technological breakthrough like the internet, cloud, or AI transforms how businesses operate. Once de-risked, these technologies create pressure to modernize, forcing traditional companies to either adapt or fall behind.
We invest to accelerate that transformation and capture the value it unlocks.
EVOLVE
Our Tech-Led Value Creation Engine
Every decade brings transformational technology that reshapes how industries operate — from the internet, mobile, and e-commerce to cloud and AI.
Most lower-middle market businesses have deep domain expertise and strong customer relationships but lack the technology understanding and capabilities to evolve.
EVOLVE is our hands-on, tech-led playbook for transforming established companies into platforms from the inside out.
Building smarter, stronger companies—together.
For nearly two decades, Graham Allen Partners has been transforming overlooked, lower-middle market B2B service companies into tech-enabled platforms.
A Purpose-Built Team to Execute Our Strategy
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Tracy Graham
Managing Partner, CIO
Executive Committee
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Lauren Carroll
Partner, CFO
Executive Committee
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Brent Kitts
Partner, Investments
Executive Committee
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Rob Klinger
Partner, Investments
Executive Committee
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David Roos
Director, Capital Markets
Investment
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Dianna O’Hara
Senior Associate, Investments
Investment
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Jack Walsh
Senior Associate, Investments
Investment
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DJ Brown
Associate, Investments
Investment
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Tom Panozzo
Chief Technology Officer
Portfolio Operations
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Shawn Kohn
Director, Data Platform
Portfolio Operations
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Brian Ritz
Director, Data Science
Portfolio Operations
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Jason Mascari
Director, Data Platform
Portfolio Operations
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Katherine Radinovic
Director, Portfolio Operations
Portfolio Operations
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Vito Brunetti
Senior Associate, Portfolio Operations
Portfolio Operations
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Max Manta
Associate, Portfolio Operations
Portfolio Operations
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Tyler Mowery
Director, Financial Operations
Portfolio Operations
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Dylan Henry
Senior Associate, Financial Operations
Portfolio Operations
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Jana Jenkins
Director, Controller
Firm Operations
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Vessy Tyler
Director, Portfolio and Partner Experience
Firm Operations
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Marcia Tatay
Compliance Manager
Firm Operations
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Brian Davis
Senior Associate , Investor Relations
Firm Operations
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Kira Conner
Senior Associate, People Operations
Firm Operations
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Jessica Kitchens
Executive Assistant to the Managing Partner
Firm Operations
CONTACT US
SOUTH BEND
100 E. Wayne Street, Suite 450
South Bend, IN 46601
CHICAGO
303 W. Madison St, Suite 750
Chicago, IL 60606
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