Needham & Company

Quick Facts

AUM

$500M-$1B

AUM Category

$500M-$1B

Typical Ticket Size

$10M - $50M

Headquarters

New York, USA

Founded

1985

Team Size

50-100

About Needham & Company

Needham & Company is a prominent investment firm that specializes in growth equity and private equity investments, with a particular focus on technology and healthcare sectors. The firm’s investment philosophy is centered around identifying companies with significant growth potential, strategic market positions, and innovative business models. Needham seeks to partner with management teams to accelerate growth and enhance operational efficiencies, often investing in companies that are in the growth stage or undergoing transformative changes. Their typical deal thesis involves a combination of equity investments and strategic support, with the aim of leveraging their deep industry expertise to drive value creation. The firm’s sector expertise is primarily concentrated in technology, healthcare, and related industries. Within these sectors, Needham targets portfolio companies that exhibit strong fundamentals, such as recurring revenue models and robust customer relationships. Their focus on technology spans various sub-sectors, including software, fintech, and digital media, while their healthcare investments may include medical devices, pharmaceuticals, and health technology companies. This targeted approach allows Needham to apply specialized knowledge and operational insights, enabling them to effectively support their portfolio companies as they navigate market challenges and opportunities. What distinguishes Needham & Company in the private equity landscape is their commitment to a collaborative partnership model with portfolio management teams. The firm emphasizes a hands-on approach, leveraging their extensive network and industry connections to facilitate growth and operational improvements. This operational focus, coupled with their strategic guidance, positions them uniquely among peers, particularly in sectors characterized by rapid change and innovation. For interim executives considering a partnership with Needham & Company, it is essential to recognize the firm’s emphasis on collaboration and value creation. Executives should be prepared to engage deeply with management teams and align on growth strategies that leverage the firm’s resources and expertise. Additionally, understanding the firm’s sector focus can help interim leaders tailor their contributions to meet the specific needs of portfolio companies, thereby maximizing the potential for successful outcomes. Overall, Needham & Company represents a dynamic opportunity for executives looking to bring their expertise to growth-oriented environments.

Investment Focus

Sectors: Technology, Healthcare, Consumer

Investment Stages: Growth, Buyout

Portfolio Focus: B2B, B2C, SaaS

Regional Offices

• Boston
• San Francisco

Connect with Needham & Company

• Website

Frequently Asked Questions

Is Needham & Company a private equity firm?

Yes, Needham & Company is a private equity firm headquartered in New York, USA, founded in 1985.

What is Needham & Company's AUM (assets under management)?

Needham & Company manages approximately $500M-$1B in assets under management.

What is Needham & Company's typical ticket size?

Needham & Company typically invests $10M - $50M per deal.

Where is Needham & Company headquartered?

Needham & Company is headquartered in New York, USA. Regional offices include Boston, San Francisco.

What sectors does Needham & Company invest in?

Needham & Company invests across Technology, Healthcare, Consumer.

What investment stages does Needham & Company focus on?

Needham & Company focuses on Growth, Buyout investments.

When was Needham & Company founded?

Needham & Company was founded in 1985.