Our Strategy
Valeas Capital Partners is a mid-market, growth-oriented private equity firm with headquarters in San Francisco, California. The firm is actively investing from its first fund and several managed co-investment vehicles. Valeas was founded as a firm that acts as a true partner to founders and management teams with a demonstrable opportunity to build category-defining business franchises.
Our founders are Rob Little and Ed Woiteshek, former Hellman & Friedman and Golden Gate Capital professionals with decades of investing experience and a 15-year relationship. They reunited in 2021 to launch the firm. It was backed by dozens of former founders, CEOs, and investment colleagues as some of the firm’s first limited partners.
Rob and Ed, along with the senior team who they handpicked from their prior working relationships, have significant investment experience AND hands-on operating experience. This gives Valeas a different level of understanding, empathy, and humility to the challenges facing management teams pursuing ambitious growth.
Investor/Operator Approach
Valeas invests in a concentrated portfolio of high-quality growth-oriented companies led by talented founders and management teams that proactively choose to partner with us. They do this to raise capital and to lower their execution risk.
Valeas has a flexible mandate and can structure an investment to meet the needs of the selling shareholders, founders, and managements teams. Valeas looks for investment opportunities meeting the following criteria:
Team First | Partnering with and building the best leadership teams; without compromise |
Growth Bias | Growth opportunity driven by a differentiated value proposition in an attractive end market with unmet needs |
Fundamental, Long-Term Value | Balancing choices of growth and profitability with the aim to maximize long-term fundamental business value |
Sector Focused | Four defined tech-enabled verticals; healthcare, financial services, consumer, and data & technology |
Concentrated Portfolio | Total equity investments of $50-$150M |
Flexible Scope | 3 key archetypes: scaled transformations, buy & builds, disruptive strategic platforms |
Risk-Adjusted Return Targets | Seeking to generate outsized returns driven by growth, with limited reliance on leverage and recaps |
Sector Focus
Valeas focuses on four key sectors: healthcare, financial services, consumer, and data & technology. Our target sectors represent over half of the U.S. economy, exhibiting secular growth to remain broadly resilient to economic and political headwinds.
Healthcare
Driving innovation to solve inefficiencies in fast-growing, fragmented essential services markets
$4.1T
National health expenditure in 2020
Financial Services
Accretive consolidation opportunities in highly fragmented markets primed for technology adoption
$5.7T
Value of independent U.S. RIA Market
Consumer
Capturing shifts in consumer behavior to align businesses with end markets
70%
Consumer spending as share of GDP
Data & Tech
Capitalizing on the paradigm shift where Data & Technology has moved from “nice-to-have” a decade ago to a “must-have” today
35%
U.S. share of total world tech market