Gainline Investment Criteria

Investment Profile

  • Seek to be first institutional investor in platform investments
    • Partner with founder, family-owned businesses, corporate carve-outs
  • Typically majority / control transactions
  • Flexible hold period, often 3-7 years
  • $1.4 billion of assets under management (1)
    • Actively investing out of $400mm Fund II
    • Significant co-investor support

(1) Including investor and management co-investments

Company Profile

  • Headquartered in North America
  • Minimum EBITDA of $5 million for platform investments
    • No minimum for add-on investments
  • Representative industries include:
    • Business Services
    • Niche Manufacturing
    • Consumer
    • Logistics and Transportation Services

Gainline Approach

Founder Friendly: We are partnership-oriented, patient and thoughtful

Execution Expertise: We strive to be the “easy button” for founder and family-owned businesses

Comfortwith Complexity: Ability to close through complexity with speed

Partnership and Strategic Resources: We provide strategic guidance, a vast network of experienced executives, expertise, acquisition/financing support and other resources necessary to drive value

Structure and Alignment: We structure investments to provide ample balance sheet flexibility and take a conservative approach to leverage. We work to create meaningful economic incentive plans for management to align interests and enable companies to attract and retain talent

Investment Team

Allan Weinstein
Managing Partner
Rick Sullivan
Managing Partner
Kerri McNicholas
Partner
Rob Dellinger
Partner
Harry Clouston
Principal
Zach Greenspan
Vice President
Robert Witman
Vice President
Michael O'Gara
Senior Associate
Zach Barrett
Associate
Jacob Pion
Associate
Cooper Sande
Associate
Nick Nolan
Associate

Portfolio

IMS Technology Services Garnet Valley, PA IMS provides audiovisual event staging, systems integration, and managed services solutions to enterprise-level customers across the U.S. Active
Seeking Add-Ons
M&M International Edison, NJ M&M manufactures and distributes small-diameter stainless steel tubing for medical devices Active
Seeking Add-Ons
Harvest Right North Salt Lake, UT Harvest Right designs, produces and distributes the first, and only widely available, in-home freeze dryer Active
Seeking Add-Ons
Galaxy Universal New York, NY Galaxy is a leading vertically integrated brand owner, brand manager and sourcing company focused on footwear in the global outdoor and athletic industry Active
Seeking Add-Ons
Atlantic Energy The Woodlands, TX Atlantic Energy is an energy retailer providing electricity and natural gas through value-added smart-home bundles Active
Seeking Add-Ons
Core Health & Fitness Vancouver, WA Core Health & Fitness is a global provider of commercial fitness equipment. Brands include Stairmaster, Schwinn, Nautilus, StarTrac and others Active
Seeking Add-Ons
WellStat New York, NY WellStat provides air quality monitoring solutions, energy management software and demand response services to large commercial electricity customers Active
Seeking Add-Ons
Southern Motion Pontotoc, MS Southern Motion designs, manufactures and markets upholstered furniture for the residential furniture industry Active
Seeking Add-Ons
Source Advisors Fort Worth, TX Source Advisors is a global provider of specialized tax and financial consulting solutions helping companies optimize tax incentives Realized
Multiple Add-Ons Completed

Executive Testimonials

“Gainline has been an invaluable partner in Core Health & Fitness’s growth journey. Their thoughtful guidance, steady support, and deep understanding of our industry have empowered us to scale globally. Their collaborative, long-term approach has made a meaningful difference in our business.”

Bryan O'Rourke, CEO -- Core Health & Fitness
CoreHealthFitness

“Gainline has been an excellent partner to Atlantic. Even through periods of challenging market conditions, they have helped us stay focused on building a sustainable, resilient business. Not only do we value their partnership, we genuinely enjoy working with them day in and day out.”

Rob Cantrell, CEO -- Atlantic Energy
AtlanticEnergy