DPO&Co- Daniel P. O'Reilly & Company

DPO&Co- Daniel P. O'Reilly & CompanyDPO&Co- Daniel P. O'Reilly & CompanyDPO&Co- Daniel P. O'Reilly & Company

DPO&Co- Daniel P. O'Reilly & Company

DPO&Co- Daniel P. O'Reilly & CompanyDPO&Co- Daniel P. O'Reilly & CompanyDPO&Co- Daniel P. O'Reilly & Company
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    • Industry Experiences
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  • Principal Investing
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  • More
    • Home
    • Strategy Consulting
      • Industry Experiences
      • Functional Expertise
    • Principal Investing
    • BPO
    • Our Team
      • US Team
      • Asia Team
    • More
      • Contact Us
      • White papers
      • Recent News
  • Home
  • Strategy Consulting
    • Industry Experiences
    • Functional Expertise
  • Principal Investing
  • BPO
  • Our Team
    • US Team
    • Asia Team
  • More
    • Contact Us
    • White papers
    • Recent News

DPO&Co Principal Transaction

Operationally-focused equity partner for lower middle market businesses

We are consultants and investors. Thinking like owners is part of what helps us drive unmatched value for our consulting clients. We have built significant expertise advising dozens of companies over the last several years, driving nearly $100M in EBITDA. Our philosophy of providing big-name consulting firm quality at an approachable price for marquee middle market private equity firms extends to our Principal Transactions. Just as we target working with PE firms and family offices that are smaller than the previous firms we served, our principal investments are smaller than those that our clients pursue - typically between $2M and $10M EBITDA, where markets are inefficient and owners of great companies cannot reach institutional investors.


Our goal is to maximize the success of our founder, family-run, and private equity sponsor partners. To achieve this goal, we provide our partners a platform to leverage capabilities once reserved for only the largest firms, including expert advisory from DPO&Co consultants and back-office offshoring through our Business Process Outsourcing practice. 


To connect with us and learn more about how partnership with DPO&Co can catalyze the growth of your business, please drop us a note and we will be in touch.

How We Are Different

Expert Team

Unique Business Model

Unique Business Model

 Dedicated team of consulting experts with experience delivering millions of dollars in value

Unique Business Model

Unique Business Model

Unique Business Model

 Business Process Outsourcing capabilities that enable founders to focus on what they do best 

Client Needs

Unique Business Model

Client Needs

  Flexible transaction structures centered around partner needs

Invest - Partner - Grow

We invest and partner with well-run lower middle market businesses in niche industries.


Our collaboration with existing ownership and management will enable the business to reach maximum potential.




Current Platforms

CCK

Surplus City

Surplus City

  • Jacksonville, IL and Milford, CT based printed circuit board assembler (PCBA) covering full product lifecycle, with prototype, LVHM and high volume capabilities
  • CCK closed December 2021; OSDA (add-on) closed July 2022

Surplus City

Surplus City

Surplus City

  • Based in Indianapolis, IN, Surplus City is an e-commerce driven HVAC distributor of late model equipment and hard-to-find parts
  • Most reliable source of affordable HVAC equipment and parts for contractors, property managers and homeowners of all sizes
  • Closed July 2022 

Target Industries

Investment Criteria

Investment Criteria

  • Industrial manufacturing
  • Value-added distribution
  • Field services businesses 
  • Food & Beverage
  • Aerospace & Defense
  • Packaging


Investment Criteria

Investment Criteria

Investment Criteria

  • Revenue: >$10mm
  • EBITDA: $2M-$10M
  • US-based
  • Some continued existing owner involvement post-close

Transaction Types

Investment Criteria

Transaction Types

  • Family business purchase
  • Founder-run growth equity investment
  • Traditional buyout
  • Secondary PE buyout
  • Special situations and turnarounds

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