Alex Bean
Partner
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- Full Name
- Alex Bean
- Title
- Partner, Owner
- Firm
- Plexus Capital
- Firm Type
- Lower middle-market private equity / private credit firm
- Investment Stage
- Profitable lower middle market; structured capital, growth investments, recapitalizations, leveraged buyouts, management buyouts, and control buyouts
- Check Size
- Structured capital: up to $40 million initial investment, with larger co-investment capacity; Plexus says it has invested up to $75 million in a single platform. Buyout equity: $15 million to $40 million of equity per investment.
- Target Company Profile
- Profitable companies with roughly $10 million to $100 million of revenue and $2 million to $15 million of EBITDA; Plexus also lists target characteristics including sustainable positive cash flow, strong market dynamics, committed management, and a proven business strategy.
- Sector Focus
- Business services, retail and consumer, healthcare, niche manufacturing, value-added distribution, software and IT services; portfolio categories also include industrials, technology, consumer, materials, energy, utilities, telecommunication services, and financials.
- Geographic Focus
- Platforms in North America; add-ons globally. Plexus also describes its recent funds as focused on profitable lower middle-market businesses based in the United States.
- Location
- Raleigh, North Carolina
Background
Alex Bean is a Partner and Owner at Plexus Capital, a Raleigh- and Charlotte-based lower middle-market investment firm founded in 2005. Plexus says he serves on the firm’s investment committee, heads the firm’s new deal execution effort, and is active in fundraising, sourcing new investment opportunities, and portfolio company oversight.
Bean joined Plexus in 2010 as an Associate and became a Partner during the 2015–2016 period, according to Plexus’s firm history. Before Plexus, he worked in the investment banking division of BB&T Capital Markets, now BB&T Securities, where he focused on sell-side M&A transactions and public equity offerings.
He graduated from the University of North Carolina with a Bachelor of Science in Business Administration. His public LinkedIn profile also lists prior service on the UNC Kenan-Flagler Business School Alumni Council from January 2017 to December 2023, and service on the North Carolina Investment Forum’s Distressed Communities Working Group from January 2018 to January 2019.
In October 2025, the Small Business Investor Alliance announced Bean as an at-large member of its 2025–2026 Board of Governors, representing Plexus Capital in North Carolina.
Investment Thesis & Focus
- Plexus’s stated strategy is “Large Firm Capabilities / Small Deal Focus,” with flexible capital for lower middle-market companies.
- Plexus invests in “people and partnerships” and says its capital is customized to fit partner companies after a transaction.
- Structured capital focuses on debt with equity co-investment for independent sponsors, search funds, private equity funds, and management teams.
- Structured-capital targets include companies with $2 million to $15 million of EBITDA, up to $150 million of revenue, positive cash flow, committed management, and a proven strategy.
- Use cases include acquisitions, growth, leveraged buyouts, recapitalizations, management buyouts, and minority recapitalizations.
- Buyout investing is focused on founder- and family-owned profitable businesses, with Plexus’s 2025 fund announcement describing a thesis-based control-buyout approach in business and essential services.
- Bean’s own quoted fundraising comment emphasized long-term relationships, transparency, accountability, follow-through, disciplined investing, and performance across market cycles.
Notable Investments
- Numeric Computer Systems (NCS) — January 2026 Plexus investment; enterprise Direct Store Delivery order-to-cash software for fast-moving consumer goods companies.
- Superior Roofing — March 2026 Plexus investment; commercial roofing contractor based in Aurora, Colorado, serving education and government / municipal customers.
- Lavelle Machine — December 2025 Plexus investment; Westford, Massachusetts manufacturer of tight-tolerance, mission-critical machined parts for medical device OEMs.
- Megawattage — November 2025 Plexus investment; commercial generator services and emergency-response power solutions provider serving critical infrastructure customers.
- Act Fast / NDS — August 2025 Plexus investment; same-day and next-day delivery and courier services business operating across 32 states.
- Infinite Global — August 2025 Plexus investment; strategic communications and PR firm focused on legal and professional services.
- Fence Builders — July 2025 Plexus investment; residential and commercial fence, gate, and access-control platform serving the Southeast.
- Soutron Global — March 2025 Plexus investment; library, archive, and knowledge-management software company based in San Diego.
- AEG Petroleum — February 2025 Plexus investment; lubricant, diesel exhaust fluid, and fuel distributor serving Texas, Oklahoma, and New Mexico.
- ChemREADY — February 2025 Plexus investment; chemicals, equipment, and services provider for water and wastewater treatment systems.
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