Brad Pence

Brad Pence is a Partner and Owner at Plexus Capital, a lower-middle-market private capital firm founded in 2005. Plexus’s public team page lists him as part of the firm’s Partner / Owner group, and his individual profile states that he joined Plexus in 2012.

At Plexus, Pence is on the investment team and focuses on leading new investments, sourcing new investment opportunities, and assisting with portfolio oversight. His role is not an angel or seed-stage role; Plexus invests structured capital and buyout equity into profitable lower-middle-market businesses.

Before joining Plexus, Pence completed an internship with WestEnd Advisors, where he worked on financial analysis, macroeconomic research, and memorandum preparation for the investment team. He graduated from the University of North Carolina with a Bachelor of Science degree in Business Administration and Political Science.

• Plexus describes itself as “a provider of capital for the lower middle market” and focuses on investments and partnerships with lower-middle-market businesses.
• The firm’s structured-capital strategy supports independent sponsors, search funds, equity funds, and management teams in recapitalizations or growth investments.
• Structured-capital investments typically combine debt with an equity co-investment.
• Plexus Fund VII targets profitable companies with $10 million to $100 million of revenue and $2 million to $12 million of EBITDA.
• Plexus’s strategy page describes initial structured-capital checks of $5 million to $25 million, with the ability to scale above $50 million through delayed-draw facilities.
• Plexus Equity Fund II is a buyout fund focused on founder- and family-owned profitable companies, generally with $2 million to $15 million of EBITDA.
• Plexus says its buyout strategy is thesis-based and focuses primarily on companies in business and essential services industries.