Audax Private Equity

Audax Private Equity

Boston, Massachusettsaudaxprivateequity.com

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

Investments

CompanyDateStageLead
Keystone StrategyJan 2026Private EquityLead
Elevate Patient Financial SolutionsAug 2025Private EquityLead
FortisMar 2025Private EquityCo-investor
FortisMar 2025Private EquityLead
The Chartis GroupAug 2024Private EquityCo-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.

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Firmographic Details

HeadquartersBoston, Massachusetts
Year FoundedN/A

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