
Investments
67Portfolio Exits
45Funds
27Partners & Customers
2Service Providers
3About AEA Investors
AEA Investors is a private investment vehicle for a select group of industrial family offices with substantial assets. Its individual investors include a network of industrial families, business executives, and former government leaders. The company manages funds that have invested and committed capital including the leveraged buyouts of middle-market companies and small business companies and mezzanine and senior debt investments. AEA Investors was founded in 1968 and is based in New York, New York.

Want to inform investors similar to AEA Investors about your company?
Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights’ platform.
Latest AEA Investors News
Sep 20, 2023
AON to Ring Nasdaq’s Closing Bell on September 21, 2023, to Commemorate First Day of Trading September 20, 2023 14:42 ET Fort Myers, Florida, UNITED STATES FORT MYERS, Fla. and LOS ANGELES, Sept. 20, 2023 (GLOBE NEWSWIRE) -- American Oncology Network, LLC (“AON” or the “Company”), a rapidly growing network of community-based oncology practices, and Digital Transformation Opportunities Corp. (Nasdaq: DTOC) (“DTOC”), a special purpose acquisition company focused on the healthcare industry, announced today the completion of their previously announced business combination (the “Business Combination”). The combined company has been renamed American Oncology Network, Inc., and its common stock is expected to commence trading on the Nasdaq Stock Market LLC ("Nasdaq") under the new ticker symbol “AONC” on September 21, 2023. The Business Combination was approved at a special meeting of DTOC’s stockholders on September 19, 2023. In just five years since its inception in 2018, AON has grown to include over 1,500 employees and over 200 providers in more than 75 clinics serving over 450,000 patients nationwide. AON practices have access to fully integrated ancillary services such as a specialty pharmacy, lab and pathology, radiation therapy, and imaging. These services promote clinical coordination and seamless communication throughout all stages of the care process. AON practices deliver high-quality patient care by sharing resources and expertise across the network, providing access to leading clinical trials, staying at the forefront of clinical innovation, and advocating for their patients and the profession of community oncology. The DTOC partnership and recent strategic investment from AEA Growth, a leading global investment firm, will help further AON’s goals of supporting community oncology practices and improving the patient experience by unlocking further growth through continuing to add new providers to the AON network, scaling ancillary services, introducing new service offerings, and expanding AON’s existing services to address the broader oncology market. “Today is an important milestone for AON and celebrates our team’s hard work and dedication, which have been the keys to our growth and success,” said Todd Schonherz, Chief Executive Officer of AON. “AON is committed more than ever to expanding our reach and advancing cancer care in communities across the nation where too often patients experience accessibility barriers.” “We are proud of our successful partnership with AON and look forward to seeing the company’s profound impact enable advanced treatment options, clinical research, and comprehensive care options nationwide,” said Kevin Nazemi, Chief Executive Officer of DTOC. The combined company will continue to be led by AON’s Chief Executive Officer, Todd Schonherz; Chief Financial Officer, David Gould; and Chief Medical Officer, Dr. Stephen “Fred” Divers. Paul Hastings LLP served as legal advisor to DTOC. Woolery & Co. PLLC and Dentons US LLP served as legal advisors to AON. About American Oncology Network The American Oncology Network (AON) (Nasdaq: AONC) is an alliance of physicians and seasoned healthcare leaders partnering to ensure the long-term success of community oncology and other specialties. Launched in 2018, the rapidly expanding AON network represents 109 physicians and 86 nurse practitioners and physician assistants practicing across 19 states. The executive management team of AON encompasses more than four decades of oncology practice management experience, enabling physicians to focus on what matters most — providing the highest quality care for patients. Learn more at www.aoncology.com . About DTOC Digital Transformation Opportunities Corp. is a blank check company, led by Kevin Nazemi, Co-Founder and former Co-CEO of Oscar Health, formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. DTOC’s Board of Directors includes Kevin Nazemi, Brad Fluegel (former Chief Strategy Officer of Walgreens and Anthem), Jim Moffatt (former Vice Chairman and Global CEO of Deloitte Consulting), and Heather Zynczak (former Chief Marketing Officer of Pluralsight and Domo). DTOC is focused on businesses operating in the healthcare industry. To learn more about Digital Transformation Opportunities Corp., visit www.dtocorp.com . About AEA Growth AEA Growth provides technology-enabled, healthcare and software companies with flexible capital and operational resources to accelerate growth. AEA Growth targets investments in category-leading, capital-efficient businesses with strong customer advocacy. AEA Growth is part of AEA Investors LP. AEA Investors was founded in 1968 by the Rockefeller, Mellon and Harriman family interests and S.G. Warburg & Co. as a private investment vehicle for a select group of industrial family offices with substantial assets. AEA has an extraordinary global network built over many years which includes leading industrial families, business executives and leaders; many of whom invest with AEA as active individual investors and/or join its portfolio company boards or act in other advisory roles. Today, AEA’s approximately 120 investment professionals operate globally with offices in New York, Stamford, San Francisco, London, Munich and Shanghai. The firm manages funds that have approximately $19 billion of invested and committed capital including the leveraged buyouts of middle market companies and small business companies, growth capital and private investments. For more information, please contact: For AON:
AEA Investors Investments
67 Investments
AEA Investors has made 67 investments. Their latest investment was in Montway as part of their Private Equity - II on January 1, 2023.

AEA Investors Investments Activity

Date | Round | Company | Amount | New? | Co-Investors | Sources |
---|---|---|---|---|---|---|
1/12/2023 | Private Equity - II | Montway | $7.89M | No | 1 | |
3/7/2022 | Recap | AmeriVet Veterinary Partners | $1,600M | Yes | 5 | |
9/10/2021 | Private Equity | Chemical Guys | $823.15M | Yes | 1 | |
7/6/2021 | Private Equity | |||||
6/8/2021 | Unattributed - V |
Date | 1/12/2023 | 3/7/2022 | 9/10/2021 | 7/6/2021 | 6/8/2021 |
---|---|---|---|---|---|
Round | Private Equity - II | Recap | Private Equity | Private Equity | Unattributed - V |
Company | Montway | AmeriVet Veterinary Partners | Chemical Guys | ||
Amount | $7.89M | $1,600M | $823.15M | ||
New? | No | Yes | Yes | ||
Co-Investors | |||||
Sources | 1 | 5 | 1 |
AEA Investors Portfolio Exits
45 Portfolio Exits
AEA Investors has 45 portfolio exits. Their latest portfolio exit was Spectrum Plastics Group on May 02, 2023.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
---|---|---|---|---|---|
5/2/2023 | Acquired - III | 11 | |||
3/9/2023 | Acq - Fin - II | 3 | |||
2/15/2023 | Acquired | 8 | |||
Date | 5/2/2023 | 3/9/2023 | 2/15/2023 | ||
---|---|---|---|---|---|
Exit | Acquired - III | Acq - Fin - II | Acquired | ||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 11 | 3 | 8 |
AEA Investors Acquisitions
68 Acquisitions
AEA Investors acquired 68 companies. Their latest acquisition was SCIO Automation on July 06, 2023.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
---|---|---|---|---|---|---|
7/6/2023 | Acq - Fin - II | 2 | ||||
4/17/2023 | Acq - Fin | 1 | ||||
3/22/2023 | Acq - Fin | 3 | ||||
10/18/2022 | ||||||
10/4/2022 |
Date | 7/6/2023 | 4/17/2023 | 3/22/2023 | 10/18/2022 | 10/4/2022 |
---|---|---|---|---|---|
Investment Stage | |||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acq - Fin - II | Acq - Fin | Acq - Fin | ||
Sources | 2 | 1 | 3 |
AEA Investors Fund History
27 Fund Histories
AEA Investors has 27 funds, including AEA Investors Small Business Fund II.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
---|---|---|---|---|---|
4/17/2023 | AEA Investors Small Business Fund II | $384M | 3 | ||
11/23/2020 | ICM Holdco I | $93.38M | 1 | ||
7/16/2020 | AEA Investors Executive Fund VII | $39.06M | 2 | ||
12/12/2019 | AEA Investors Fund VII | ||||
12/12/2019 | AEA Investors SBF IV |
Closing Date | 4/17/2023 | 11/23/2020 | 7/16/2020 | 12/12/2019 | 12/12/2019 |
---|---|---|---|---|---|
Fund | AEA Investors Small Business Fund II | ICM Holdco I | AEA Investors Executive Fund VII | AEA Investors Fund VII | AEA Investors SBF IV |
Fund Type | |||||
Status | |||||
Amount | $384M | $93.38M | $39.06M | ||
Sources | 3 | 1 | 2 |
AEA Investors Partners & Customers
2 Partners and customers
AEA Investors has 2 strategic partners and customers. AEA Investors recently partnered with Brand Networks on August 8, 2013.
Date | Type | Business Partner | Country | News Snippet | Sources |
---|---|---|---|---|---|
8/13/2013 | Partner | United States | `` Brand Networks recently announced a partnership with AEA Investors which is opening up new opportunities for us across the board , '' said Paul Falzone , Chief Growth Officer , Brand Networks . | 1 | |
10/1/2012 | Partner |
Date | 8/13/2013 | 10/1/2012 |
---|---|---|
Type | Partner | Partner |
Business Partner | ||
Country | United States | |
News Snippet | `` Brand Networks recently announced a partnership with AEA Investors which is opening up new opportunities for us across the board , '' said Paul Falzone , Chief Growth Officer , Brand Networks . | |
Sources | 1 |
AEA Investors Service Providers
5 Service Providers
AEA Investors has 5 service provider relationships
Service Provider | Associated Rounds | Provider Type | Service Type |
---|---|---|---|
Acq - Fin | Investment Bank | Financial Advisor | |
Service Provider | |||
---|---|---|---|
Associated Rounds | Acq - Fin | ||
Provider Type | Investment Bank | ||
Service Type | Financial Advisor |
Partnership data by VentureSource
AEA Investors Team
15 Team Members
AEA Investors has 15 team members, including current Chief Executive Officer, President, Brian Hoesterey.
Name | Work History | Title | Status |
---|---|---|---|
Brian Hoesterey | Chief Executive Officer, President | Current | |
Name | Brian Hoesterey | ||||
---|---|---|---|---|---|
Work History | |||||
Title | Chief Executive Officer, President | ||||
Status | Current |
Compare AEA Investors to Competitors
Industrial Opportunity Partners is a private equity firm financing firm that invests in mature, turnaround companies. It primarily engages in LBO, MBO, MBI, and divestiture transactions. The firm was founded in 2005 and is based in Evanston, Illinois.
ENTRILIA is a software-as-a-service (SaaS) company. The company builds fund operations products for private capital managers to optimize their front-to-back operations. The company's software converts transactional events into real-time business intelligence, and the fund accounting module streamlines event-driven inputs and insights, allowing for automated reporting on investment, fund financials, and investors and enabling clients with fully integrated and extensible modern APIs and standardized connections. It was founded in 2021 and is based in Wilmington, Delaware.

Landmark Ventures is a strategic and financial advisory firm. It offers a combination of venture development and global investment banking services, with a focus on serving growth-oriented technology companies and their venture capital and private equity sponsors. It specializes in deep market insights and extensive personal relationships. It offers its services across the enterprise software, cybersecurity, internet of things (IoT), industrial technology, artificial intelligence, sports, marketing technology, and digital media sectors. The firm was founded in 1995 and is based in New York City, New York.
Kennedy Lewis Investment Management is an opportunistic credit manager focusing on event-driven situations in which a catalyst may unlock investment value. It focuses on middle-market companies that are facing disruption, whether it be cyclical, secular, or regulatory forces. It was founded in 2017 and is based in New York, New York.
Covey Equity seeks to invest in niche businesses at the lower end of the middle market. The following characteristics are strongly preferred for Covey to pursue a platform investment: Stable history of positive free cash flow, provider of products or services to a well-defined market, established management team, definable competitive advantage, and cultural alignment with Covey. The firm was founded in 2003 and is based in Columbus, Georgia.

The Capital Roundtable is an event management company. It offers a series of 25 full-day conferences, each focusing on different topics, exclusively for the middle-market private equity community. It covers topics ranging from investing in middle-market private companies in various industries such as for-profit education, agribusiness, packaging, food and nutrition, technology, aerospace, and transportation. It was founded in 1984 and is based in New York City, New York.