Approach
Strategies to Build Better Businesses
The common threads across our funds are an intent focus on the middle and lower middle market and a differentiated approach, enabled by our scaled strategic capabilities.
Strategies
$20M-$100MEBITDA range
Flagship
Our Flagship strategy is focused on making control equity investments in middle market companies in North America. We look to back companies we believe are poised for growth and will benefit from the disciplined execution of the Audax Value Agenda.
$200M-$1BTEV, targeted range
$5.25BFlagship Fund VII
Flagship Case Studies
Chartis: Investing in People
Chartis is a comprehensive advisory consulting and software analytics service provider to the healthcare industry. Our Flagship strategy realized its investment through a sale to Blackstone.
CW Advisors
CW Advisors is a wealth management firm with a national reach. The firm was sold in 2025 to Osaic, Inc., one of the nation’s largest providers of wealth management solutions.
$5M-$20MEBITDA range
Origins
Our Origins strategy is focused on making control equity investments in lower middle market companies across North America. The strategy is managed by a dedicated team and complements our longstanding Flagship strategy to help lower middle market companies build a foundation to try to enable, create and protect value and drive sustainable growth.
Up to $200M TEV
$774MMOrigins Fund I
Origins Case Studies
Thermogenics
Thermogenics is a provider of boiler lifecycle solutions in North America, offering boiler service & maintenance, equipment sales, and rental solutions for its customers' mission critical boilers in industrial, commercial, and institutional sectors.
$10M-$100M+EBITDA range
Strategic Capital
Investing across North America and Europe, Audax Strategic Capital ("Strategic Capital" or "ASC") is a value-added capital solutions provider that seeks to support private equity sponsors and their portfolio companies through a range of equity capital solutions.
$50M-$200M+TEV range
$1.3B Investable Capital*
Strategic Capital at Work
Catalyzing the Next Inflection Point
Our ASC strategy helps sponsors invest more into the companies they have high conviction in to try to drive further value and optimize return outcomes.
Industry Specializations
We invest across five core sectors: business services, financial services, healthcare, industrial services & technologies, and software & technology. Dedicated teams across each vertical bring deep domain expertise and networks, and are supported by the breadth of our deal execution and portfolio support capabilities.
The Audax OS
Since 1999, we have completed more than 1,600 transactions across our target industries. Our experience, organizational infrastructure, and lineage as a first-generation buy-and-build firm helps position us as a strategic partner to advance growth and amplify value.
Since Inception
180+ Platform Investments
Since Inception
1,500+ Add-on Acquisitions
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*Investable capital for ASC strategy includes fund capital, combined with related vehicles and Audax Private Equity’s GP commitment.