Marsha Hefner

Marsha Hefner is the Vice President of Finance at SSM Partners, a growth equity firm headquartered in Memphis, Tennessee (6070 Poplar Avenue, Suite 560). In this role she oversees the firm's internal finance function — specifically all of the accounting and tax functions of the firm and its investment funds. Hers is a fund-operations and financial-management role rather than an investment (deal-sourcing or check-writing) role; on SSM's team page she is listed alongside the firm's managing partners, principals, and operating partners, but distinct from them as the finance lead.

Before joining SSM Partners, Hefner worked as a Manager in the tax department at Bean & Ison, a Memphis CPA firm, giving her a background in tax compliance and financial management well suited to administering private-equity fund accounting. She earned a Bachelor of Business Administration degree from the University of Memphis and is a licensed Certified Public Accountant (CPA).

SSM Partners itself traces its roots to 1973 and has spent more than 25 years focused on growth-company partnerships. The firm invests in rapidly growing software and tech-enabled services companies across B2B and healthcare, positioning itself as one of the more established growth-equity investors in the Southeast. Note that the original stub data classified Marsha Hefner as an "Angel Investor" focused on "Seed Round" deals — that appears to be inaccurate; she is a finance executive at an institutional growth-equity firm, not an angel investor.

The items below reflect SSM Partners' firm-level strategy. Marsha Hefner administers the finances of the firm and its funds rather than making investment decisions, so she is not the person a founder would pitch for capital.

• Stage: Growth equity — established, revenue-generating businesses rather than seed/early-stage startups.
• Check size: Approximately $15M–$30M equity investments per company.
• Target profile: Roughly $5M–$30M in revenue, profitable, with 20%+ annual growth; "proven and differentiated business models, limited prior institutional investment," often entrepreneur-owned and managed.
• Sectors: Software and tech-enabled services across B2B and healthcare (including healthcare provider, payor, and pharma-facing companies); financial services and information technology.
• Stated approach: SSM describes starting "with a relationship built on trust," offering entrepreneur-partners "a thorough understanding of the growth company lifecycle and a collaborative approach to building great businesses," and it frames portfolio leaders — not the firm — as "the stars."