Investments
22Portfolio Exits
11Funds
8Partners & Customers
1About Eos Partners
Eos Partners is a New York, New York-based private equity firm. Eos Partners invests in mature companies with a preference for companies located in the midwest US, northeast US, southeast US, and west. Eos is primarily engaged in the following transaction types: acquisition/expansion financing, buyout (LBO, MBO, MBI), recapitalization, and shareholder liquidity. The company was founded in 1994 and is based in New York.

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Latest Eos Partners News
Dec 20, 2022
About the transaction A multi-disciplinary Deloitte team successfully advised EOS in their investment in Poolarserver GmbH, a leading provider of collaboration software for the construction industry. Both founders, Prof. Dr. Matthias Friedle and Klaus Schwägerl, will continue to hold significant shares in the business and continue to drive the business as managing directors. The shareholders will jointly support Poolarserver on its successful growth path by building the company and further strengthening the software. The team was led by David Krüger, Transaction Services partner, supported by Sébastien Catteau and André Flaskamp working together with M&A Tax led by Clemens Petersen and supported by Axel Ortjohann. Deloitte’s industry expertise, integrated approach and focused execution strongly supported EOS in this transaction. Poolarserver’s products poolarPROJECT and poolarOFFICE help their customers to collaborate and exchange vital information easier and faster, while fulfilling all documentation requirements. Founded in 2012, it allows architects and all relevant stakeholders in the construction industry to easily digitalize construction sites. With constant rising complexity and regulations in the industry, Poolarserver’s software helps to reduce frictions and to finish projects on time. About the client EOS is a long-term oriented private equity firm investing into midmarket companies in the DACH region. The aim is to take a multidisciplinary approach to accelerate growth and increase efficiency. EOS develops category leaders with high competitiveness by providing industry expertise, strategic know-how, access to a vast network, as well as flexible capital. EOS strives to establish best practices that strengthen its portfolio companies and last well beyond its investment period. About Deloitte – Financial Advisory As leading independent M&A advisors, we provide M&A deal execution and financial advisory services to private equity firms and large and mid-market corporations globally. We offer financial advice and insight at every stage of a transaction – from consideration of the strategic options to transaction execution, be it an IPO, acquisition or divestment, restructuring or fast track disposal. We pride ourselves in our independent advice to our clients.
Eos Partners Investments
22 Investments
Eos Partners has made 22 investments. Their latest investment was in Gulf Pacific as part of their Recap on December 12, 2022.

Eos Partners Investments Activity

Date | Round | Company | Amount | New? | Co-Investors | Sources |
---|---|---|---|---|---|---|
12/9/2022 | Recap | Gulf Pacific | Yes | 2 | ||
10/23/2020 | Private Equity | Agrifreda | $17.78M | Yes | 1 | |
10/29/2013 | Private Equity | Residential Mortgage Services | Yes | 1 | ||
9/11/2012 | Private Equity | |||||
5/31/2012 | Seed |
Date | 12/9/2022 | 10/23/2020 | 10/29/2013 | 9/11/2012 | 5/31/2012 |
---|---|---|---|---|---|
Round | Recap | Private Equity | Private Equity | Private Equity | Seed |
Company | Gulf Pacific | Agrifreda | Residential Mortgage Services | ||
Amount | $17.78M | ||||
New? | Yes | Yes | Yes | ||
Co-Investors | |||||
Sources | 2 | 1 | 1 |
Eos Partners Portfolio Exits
11 Portfolio Exits
Eos Partners has 11 portfolio exits. Their latest portfolio exit was Residential Mortgage Services on May 11, 2021.
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 |
---|---|---|---|---|---|
5/11/2021 | Acquired | 7 | |||
4/17/2019 | Asset Sale | 3 | |||
7/19/2017 | Acquired | 2 | |||
Date | 5/11/2021 | 4/17/2019 | 7/19/2017 | ||
---|---|---|---|---|---|
Exit | Acquired | Asset Sale | Acquired | ||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 7 | 3 | 2 |
Eos Partners Acquisitions
5 Acquisitions
Eos Partners acquired 5 companies. Their latest acquisition was Poolarserver on December 16, 2022.
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 |
---|---|---|---|---|---|---|
12/16/2022 | Corporate Majority | 1 | ||||
3/15/2022 | ||||||
12/20/2013 | ||||||
9/1/2007 | ||||||
10/21/2005 |
Date | 12/16/2022 | 3/15/2022 | 12/20/2013 | 9/1/2007 | 10/21/2005 |
---|---|---|---|---|---|
Investment Stage | |||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Corporate Majority | ||||
Sources | 1 |
Eos Partners Fund History
8 Fund Histories
Eos Partners has 8 funds, including EOS Real Estate Partners II.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
---|---|---|---|---|---|
8/14/2019 | EOS Real Estate Partners II | $55M | 1 | ||
1/14/2019 | EOS Hyperion Partners II | ||||
1/19/2018 | EOS Hyperion Partners LP | ||||
3/20/2007 | Eos Capital Partners IV LP | ||||
7/1/2004 | Eos Capital Partners III LP |
Closing Date | 8/14/2019 | 1/14/2019 | 1/19/2018 | 3/20/2007 | 7/1/2004 |
---|---|---|---|---|---|
Fund | EOS Real Estate Partners II | EOS Hyperion Partners II | EOS Hyperion Partners LP | Eos Capital Partners IV LP | Eos Capital Partners III LP |
Fund Type | |||||
Status | |||||
Amount | $55M | ||||
Sources | 1 |
Eos Partners Partners & Customers
1 Partners and customers
Eos Partners has 1 strategic partners and customers. Eos Partners recently partnered with iLEVEL Solutions on January 1, 2013.
Date | Type | Business Partner | Country | News Snippet | Sources |
---|---|---|---|---|---|
1/30/2013 | Vendor | United States | Eos selects iLevel for portfolio monitoring. Eos selects iLevel Solutions for portfolio monitoring . | 1 |
Date | 1/30/2013 |
---|---|
Type | Vendor |
Business Partner | |
Country | United States |
News Snippet | Eos selects iLevel for portfolio monitoring. Eos selects iLevel Solutions for portfolio monitoring . |
Sources | 1 |
Eos Partners Team
12 Team Members
Eos Partners has 12 team members, including current Chief Financial Officer, Beth L. Bernstein.
Name | Work History | Title | Status |
---|---|---|---|
Beth L. Bernstein | Chief Financial Officer | Current | |
Name | Beth L. Bernstein | ||||
---|---|---|---|---|---|
Work History | |||||
Title | Chief Financial Officer | ||||
Status | Current |
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