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.

  • 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 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. 

  • 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

Evaluate

TRANSFORMATION READINESS

Visualize

FUTURE STATE DEFINITION

Orchestrate

EXECUTION PLANNING

Launch

TECHNOLOGY DEPLOYMENT

Validate

IMPACT MEASUREMENT

Expand

PLATFORM SCALING

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.

  • Independent Sponsor

  • Independent Sponsor

  • Realized

  • Current

  • Realized

  • Current

  • Current

  • Current

  • Current

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.

  • Tracy Graham

    Managing Partner, CIO

    Executive Committee

  • Lauren Carroll

    Partner, CFO

    Executive Committee

  • Brent Kitts

    Partner, Investments

    Executive Committee

  • Rob Klinger 

    Partner, Investments

    Executive Committee

  • David Roos 

    Director, Capital Markets

    Investment

  • Dianna O’Hara

    Senior Associate, Investments

    Investment

  • Jack Walsh 

    Senior Associate, Investments

    Investment

  • DJ Brown

    Associate, Investments

    Investment

  • Tom Panozzo 

    Chief Technology Officer 

    Portfolio Operations

  • Shawn Kohn

    Director, Data Platform

    Portfolio Operations

  • Brian Ritz 

    Director, Data Science 

    Portfolio Operations

  • Jason Mascari

    Director, Data Platform

    Portfolio Operations

  • Katherine Radinovic

    Director, Portfolio Operations

    Portfolio Operations

  • Vito Brunetti

    Senior Associate, Portfolio Operations

    Portfolio Operations

  • Max Manta

    Associate, Portfolio Operations

    Portfolio Operations

  • Tyler Mowery 

    Director, Financial Operations

    Portfolio Operations

  • Dylan Henry 

    Senior Associate, Financial Operations 

    Portfolio Operations

  • Jana Jenkins

    Director, Controller

    Firm Operations

  • Vessy Tyler 

    Director, Portfolio and Partner Experience 

    Firm Operations

  • Marcia Tatay

    Compliance Manager

    Firm Operations

  • Brian Davis 

    Senior Associate , Investor Relations

    Firm Operations

  • Kira Conner

    Senior Associate, People Operations

    Firm Operations

  • 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.

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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