Shea & Company

Quick Facts

AUM

$500M

AUM Category

$100M-$500M

Typical Ticket Size

$10M - $50M

Headquarters

Boston, USA

Founded

2007

Team Size

11-50

About Shea & Company

Shea & Company is a private equity firm that specializes in growth-oriented investments in the technology and services sectors. The firm's investment philosophy is centered on partnering with management teams to drive operational improvements and accelerate growth in companies that have demonstrated strong potential. Shea & Company typically targets investments in lower middle-market companies, often focusing on businesses with enterprise values between $15 million and $150 million. Their deal thesis revolves around acquiring companies that can benefit from strategic guidance, operational enhancements, and capital to support expansion initiatives. The firm has developed significant expertise in sectors such as information technology, telecommunications, and business services. Shea & Company seeks to invest in portfolio companies that possess a strong market position, differentiated products or services, and a capable management team. Their approach often includes leveraging a deep understanding of sector dynamics to identify investment opportunities that align with long-term trends. This sector-focused strategy enables Shea & Company to create value through tailored operational strategies and strategic partnerships. What distinguishes Shea & Company in the private equity landscape is its commitment to fostering close relationships with portfolio company management teams. The firm emphasizes collaboration and transparency, aiming to act as a true partner rather than just a capital provider. This approach not only enhances the execution of operational improvements but also cultivates a culture of shared success. Additionally, Shea & Company’s emphasis on sector specialization allows them to provide actionable insights and resources that can drive significant growth in their portfolio companies. For interim executives considering a partnership with Shea & Company, it is important to understand the firm’s collaborative approach and its focus on operational improvement. Executives should be prepared to engage in a hands-on manner, working closely with both the firm and the management teams of portfolio companies. The firm values experienced leaders who can contribute to strategic development and execution, and those who possess a strong understanding of the technology and services sectors are likely to find alignment with Shea & Company's investment objectives. Overall, partnering with Shea & Company can provide interim executives with the opportunity to make a substantial impact in dynamic and growth-oriented environments.

Investment Focus

Sectors: Technology, Healthcare, Consumer

Investment Stages: Growth, Buyout

Portfolio Focus: B2B, B2C

Regional Offices

• New York
• San Francisco

Connect with Shea & Company

• Website

Frequently Asked Questions

Is Shea & Company a private equity firm?

Yes, Shea & Company is a private equity firm headquartered in Boston, USA, founded in 2007.

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

Shea & Company manages approximately $500M in assets under management.

What is Shea & Company's typical ticket size?

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

Where is Shea & Company headquartered?

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

What sectors does Shea & Company invest in?

Shea & Company invests across Technology, Healthcare, Consumer.

What investment stages does Shea & Company focus on?

Shea & Company focuses on Growth, Buyout investments.

When was Shea & Company founded?

Shea & Company was founded in 2007.