Audax Private Equity
Overview
Audax Private Equity is the private equity arm of Audax Group, a leading alternative investment manager. Founded in 1999, the firm focuses on backing middle-market companies in North America through its 'Buy & Build' approach, which involves accelerating growth both organically and through strategic acquisitions. Audax Private Equity invests across several core sectors, including business services, consumer, financial services, healthcare, industrial services & technologies, and software & technology. The firm manages different fund strategies, such as its 'Flagship' funds for companies with EBITDA of $20 million to $80 million, and its 'Origins' strategy for companies with EBITDA between $5 million and $20 million. Audax Group, the parent company, has approximately $39 billion in assets under management as of December 2023.
Portfolio Companies
38
Website
audaxprivateequity.comInvestments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Keystone Strategy | Jan 2026 | Private Equity | Lead |
| Elevate Patient Financial Solutions | Aug 2025 | Private Equity | Lead |
| Fortis | Mar 2025 | Private Equity | Co-investor |
| Fortis | Mar 2025 | Private Equity | Lead |
| The Chartis Group | Aug 2024 | Private Equity | Co-investor |
Key People
Young Lee
Partner And Co-President
Robert Connors
Managing Director, Investor Relations
Elin Zhang
Partner
Jay Mitchell
Partner
Joe Rogers
Partner
Timothy Mack
Partner
Christine Fleming
Senior Vice President, Investor Relations
Nick Kelly
Senior Vice President, Investor Relations
Elizabeth Conte
Director, Investor Relations
Bennett Myer
Principal
Curtis Roby
Principal
Dylan Trumble
Principal
Frank Puccio
Principal
Sean C. Bartlett
Principal
Lindsay Marc-Aurele
Senior Associate, Investor Relations
Meghan Kelley
Senior Associate, Investor Relations
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.