Achieve Your Goals
with us.
At SER Equity Partners, we help owners fulfill their dreams when exiting their businesses, while faithfully retaining and enhancing the legacy that built them.
We partner with founders and management teams to seamlessly transition ownership – offering capital, strategic guidance, and operational expertise to drive sustainable growth. Through our intense focus, we strive to create long-term value for your customers, employees, and the communities where you operate.
Why Choose Us?
SER Equity Partners is an excellent option for owners seeking retirement, a transition away from daily operating responsibilities, or a partnership leveraging our operational experience to increase revenue growth and maximize earnings.
We understand confidentiality, speed, and certainty of close are three key priorities for you, and we keep a sharp focus on these issues. After close, our goal is to build upon the foundation of your efforts, taking care of your legacy and relationships.
Our entire focus is on your business, its rich history, and its future. We are not a private equity machine. We are a group of proven executives, entrepreneurs, operators, and investors looking to grow with you.
Our Process
Here’s an overview of the process you can expect when you work with us:
Initial Conversation
We meet to discuss your business, personal interests, and goals. All discussions are covered under an NDA for your protection.
Opportunity Evaluation
We review all initially supplied information, asking questions to determine whether the transaction is a good fit for both parties. This step includes submitting a letter of intent.
Due Diligence
Once we reach mutual agreement to deal terms, we initiate due-diligence to ensure everyone is comfortable with the transaction. This step includes creation of sale and purchase agreements.
Close
We work with you to successfully transition the business. This step includes creation of a transition plan so all parties are aligned as we move forward.
What We Look For
We seek businesses that we believe we can help grow. A typical profile is:
- Geography: Based in the Mid-Atlantic/Northeast region, centered around Philadelphia.
- Revenue: $1M to $10M
- EBITDA: $0 to $2M
- Markets: B2B focus, in both product/manufacturing and service fields.
- People: Key employees and others committed to the success of the business.
- Customers: Subscription or long-term contract based businesses with a loyal customer base.
- Opportunity: An industry and a business positioned to grow profitably well into the future.
What We Look For
We seek businesses that we believe we can help grow. A typical profile is:
- Geography: Based in the Mid-Atlantic/Northeast region, centered around Philadelphia.
- Revenue: $1M to $10M
- EBITDA: $0 to $2M
- Markets: B2B focus, in both product/manufacturing and service fields.
- People: Key employees and others committed to the success of the business.
- Customers: Subscription or long-term contract based businesses with a loyal customer base.
- Opportunity: An industry and a business positioned to grow profitably well into the future.
Our Team
We believe strong leadership is the foundation for meaningful partnerships and successful investments.
Rich Schindler
General Partner
- Successful founder/president, entrepreneur, and sales leader
- BS in Advertising/Marketing from University of Maryland
- Founded and grew American Home Concepts from 0 to over 12K loyal customers
- Built, trained, and led direct-sales teams
- Co-principal of Endeavour Capital Mgmt investment firm (tech focus)
- CEO of TLC Development Corporation
Ethan Eisner
General Partner
- Proven CEO / Exec with experience running subscription software businesses
- Penn State BS Quantitative Analytics / Wharton MBA Mgmt & Mktg
- Case Team Leader with Bain & Company; Co-founder of eLearning startup
- 17 years with LexisNexis; President of Global Intellectual Property/Life Science business;
- CEO of PE-backed eDiscovery business
Avik Roy
General Partner
- Execution specialist, entrepreneur, focused on maximizing SMB performance & value
- Wharton MBA / MS from MIT / MAUD from Harvard
- Managing Director of Morph4Sys
- As President, steered growth of digital-marketing driven e-commerce business from $17MM to $85MM
- Co-founded MedAvante, a Goldman Sachs backed clinical trials operations business acquired by WCG Clinical Services
Contact Us
We want to hear from you! Please send us a message and we can start a conversation. Let’s discover what we can build together.
Rich Schindler
rich.schindler@serequity.com
Ethan Eisner
ethan.eisner@serequity.com
Avik Roy
avik.roy@serequity.com
Contact Us
We want to hear from you! Please send us a message and we can start a conversation. Let’s discover what we can build together.
Rich Schindler
rich.schindler@serequity.com
Ethan Eisner
ethan.eisner@serequity.com
Avik Roy
avik.roy@serequity.com