GRAHAM ALLEN PARTNERS
Business Builders Transforming Traditional B2B Service Companies
Graham Allen Partners is a private investment firm that transforms proven service businesses into tech-enabled platforms by embedding automation, data intelligence, and scalable systems into legacy operations.
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.
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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.
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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.
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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.
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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.
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We deploy our EVOLVE value creation process to embed automation and modern platforms into core operations. This process enhances how teams work, eliminating repetitive manual tasks so employees can focus on higher-value activities. The result: expanded margins, improved service quality, and a stronger competitive position.
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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 benefit immediately from the systems and capabilities we've already built.
OUR PROCESS
EVOLVE
Our tech-led value creation engine. Six phases that systematically transform service businesses into technology platforms.
OUR PORTFOLIO
Building smarter, stronger companies—together.
Graham Allen Partners invests across industries, building platforms that create competitive advantages and drive portfolio company valuations higher.
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Independent Sponsor
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Independent Sponsor
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Realized
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Realized
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THE TEAM
A Purpose-Built Team to Execute Our Strategy
GAP's team consists of operators, engineers, and problem solvers with 17 years of hands-on experience transforming service businesses through technology.
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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
Let’s Talk About Your Business
No sales pitch. Just a conversation about where your business is and where it could be. We'll tell you straight whether we think we can help.
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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