Partnering Capital with Execution
What We DoEPL Group structures and deploys institutional-grade, lower-middle-market private equity vehicles. We partner exclusively with founders who have successfully exited to acquire, consolidate, and scale businesses in fragmented, undermanaged LMM sectors across North America.Market OpportunityThe U.S. lower-middle market represents over 350,000 businesses generating between $5M and $100M in annual revenue. The vast majority operate in fragmented sectors with no institutional ownership, aging leadership, and no succession plan.This is where value is created. Not through financial engineering. Through operational execution.Legacy operators. Structural inefficiencies. Underutilized assets. EPL Group targets exactly these conditions.Our ApproachOperator-Led Capital Vehicles
We structure LMM private equity funds with founder-operators embedded directly in portfolio oversight and value creation. Every investment decision is made by people who have built, scaled, and exited businesses. Agile structures. Lean overhead. Fast deployment.Founder-Operator Partnerships
We selectively partner with proven founders at the Series A+ stage for direct institutional fundraising. Each partner brings a validated playbook, sector expertise, and a repeatable consolidation thesis. No advisory layer. No intermediary fees. Pure alignment.
Explore the ecosystem
Securities are offered through Finalis Securities LLC Member FINRA / SIPC. EPL Group is not a registered broker-dealer, and Finalis Securities LLC and EPL Group are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck | Finalis Form Customer Relationship Summary (“Form CRS”)https://eplgroup.co (the "EPL Group Website") is a website operated by EPL Group. This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and EPL Group along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis’ Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC.EPL Group offers securities through Finalis Securities LLC; Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.
Operators First. Capital Second. Results Always.
WHO WE ARE
EPL Group is a U.S.-headquartered private investment firm built by operators, for investors who demand more than financial engineering.We structure and deploy lower-middle market private equity vehicles. We partner with successfully exited founders to acquire and scale businesses in fragmented, undermanaged sectors. And through our founding shareholder positions in xPL Ventures and xpansionIQ, we access a proprietary pipeline of high-growth technology companies at the Series A+ stage.We are not a traditional PE firm. We are not an advisory business. We are operators who allocate capital with the discipline of institutions and the speed of founders.
WHAT DRIVES US
The lower-middle market is where the most durable private equity value is created. Not in headline auctions. Not in leveraged mega-deals. In fragmented sectors with operational inefficiencies, legacy management, and no institutional ownership.We built EPL Group to capture that value directly, with founder-operators embedded in every investment, lean structures that move at speed, and full GP capital co-invested alongside our LPs in every vehicle.Our venture strategy, through xPL Ventures and xpansionIQ, extends the same operating philosophy into technology. We engage at Series A+ only, where product-market fit is proven and capital accelerates scale, not survival.
HOW WE OPERATE
Operator-led
Every investment decision is made by principals with direct operating experience. We have built businesses, managed P&Ls, led integrations, and returned capital to investors. We bring that experience into every portfolio company from day one.Founder-aligned
We partner exclusively with successfully exited founders. They co-invest alongside institutional capital. Their track records are operational, not theoretical. Their incentives are fully aligned with LP outcomes.Lean By Design
Flat structures. Fast decisions. No bureaucratic layers between capital and execution. We operate the way the best founder-led businesses operate: efficiently, deliberately, and without waste.Stage Disciplined
We do not speculate. LMM acquisitions target established, cash-flowing businesses with identifiable value creation levers. Venture engagements begin at Series A and beyond. Every dollar is deployed where risk is understood.Institutionally Governed
Transparent reporting. Disciplined LP communication. GP co-investment in every vehicle. We hold ourselves to the governance standards that institutional capital requires and family offices deserve.
NEXT STEPS
If EPL Group's approach aligns with your investment mandate, we welcome a direct conversation with your investment team.
Two Asset Classes. One Disciplined Framework. Built for Institutional Capital.
EPL Group deploys capital across two complementary strategies: operator-led lower-middle market private equity, and technology growth capture at Series A+ through two affiliated entities, xPL Ventures and xpansionIQ. EPL Group holds a founding partner and shareholder position in both.Two strategies. One operating philosophy: founder alignment, lean execution, no intermediary layers between capital and value creation.
PILLAR ONE: LOWER-MIDDLE MARKET PRIVATE EQUITY
The U.S. LMM segment hosts over 350,000 businesses generating $5M to $100M in annual revenue, the majority operating in fragmented sectors under legacy management with no institutional ownership. This is where durable operational alpha is created.EPL Group acquires, consolidates, and professionalizes these businesses through founder-operators with successful exit track records. Value creation begins at close through operational restructuring, revenue rationalization, and add-on integration. Not financial engineering. Not waiting.Designed for SFOs seeking direct LMM PE exposure with active GP co-investment, institutional governance, and full GP-LP alignment in every vehicle.
PILLAR TWO: VENTURE STRATEGY
xPL VENTURES | Venture Studio
An independent venture studio affiliated with EPL Group. Engages technology companies at Series A and beyond, where product-market fit is established and capital scales proven models. EPL Group participates as founding partner and shareholder with co-investment rights and direct influence over portfolio construction.xpansionIQ | Tech Accelerator
An independent accelerator partnered with EPL Group, purpose-built for European technology companies at Series A+ entering the North American market. Covers the structural gap European scale-ups face in U.S. investor access, go-to-market, and regulatory navigation. Source markets include the UK, France, Germany, the Netherlands, and the broader EU tech ecosystem.EPL Group's founding shareholder position generates proprietary, non-intermediated deal flow and co-investment rights across both entities.
WHY THIS THESIS WORKS FOR FAMILY OFFICES
Stage Discipline
LMM targets established, cash-flowing businesses. Venture engages at Series A+. No pre-seed. No speculation. Capital deployed where risk is understood.Proprietary Pipeline
Founding shareholder positions in xPL Ventures and xpansionIQ provide access to curated deal flow unavailable through conventional institutional channels.Cross-pillar Compounding
Technology companies scaled through xpansionIQ and xPL Ventures represent future acquisition opportunities for EPL Group's LMM vehicles. The ecosystem compounds over time.Full Alignment
GP Capital co-invested in every vehicle. Outcome-driven compensation. No misaligned incentives.
NEXT STEPS
EPL Group engages a limited number of institutional partners across both pillars. We welcome a direct conversation with your investment team on thesis alignment, vehicle structure, and deployment timeline.
EPL GROUP | Operator-Led LMM Private Equity | Venture Strategy via xPL Ventures and xpansionIQ
Tell is about your business and where you are in your journey.
We support founders across a wide range of industries, revenue size, and focus areas, but our most important criteria is more nuanced than what you’d typically find in a pitch deck. We look for a mutual sparc between your team and our own. It’s this deeper connection that makes our portfolio companies more like family, not a collection of business deals.
Are you interested in joining our team? Check here for current opportunities
Securities are offered through Finalis Securities LLC Member FINRA / SIPC. EPL Group is not a registered broker-dealer, and Finalis Securities LLC and EPL Group are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck | Finalis Form Customer Relationship Summary (“Form CRS”)https://eplgroup.co (the "EPL Group Website") is a website operated by EPL Group. This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and EPL Group along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis’ Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC.EPL Group offers securities through Finalis Securities LLC; Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.
We Help Founders Raise Institutional Capital and Execute Strategic Exits.
Institutional Capital & Tech Divestiture
EPL Advisory is a senior-led boutique advising a select group of Series A+ technology founders on full divestitures, minority liquidity events, and institutional capital raises across the United States and Europe.
$900M+ Transaction Value Advised
30+ Years Combined IBD Experience
$80B+ Buy & Sell-Side Exposure
150+ Expert Network Across 3 Continents
WHY CHOOSE EPL?
We Work With a Select Few. By Design, Not Constraint.At EPL Advisory, selectivity is a deliberate strategic choice. We do not distribute mandates across a broad client base. We commit fully to a limited number of engagements at any given time, ensuring that every founder we represent receives direct, daily senior attention from kickoff through close.Three Core Pillars:Senior-Led. No Handoffs
Jerome Davant and Sebastian Fidilio lead every mandate personally. Your transaction is never delegated to an analyst team. Every investor conversation, every negotiation, every structuring decision involves direct partner engagement.We Qualify Every Founder We Take On
We conduct a rigorous internal screening before accepting a mandate. This protects our track record, maintains our credibility with our allocator network, and ensures we deploy our full resources exclusively where we can deliver an exceptional outcome.Our Network Is Not a Database. It Is a Relationship
We work exclusively through established relationships with institutional allocators, family offices, and strategic investors. We do not provide capital introduction services. Every counterparty we approach has been pre-qualified for strategic fit, check size, and investment thesis alignment.
Registered, FINRA Member*
Senior-Only Execution on Every Mandate
Sell-Side & Capital Formation Expertise
B2B Technology Focus
US & Cross-Border Transactions
THE DIFFERENCE
Built for Founders Who Demand More Than a Finder.Four Key Value Drivers:Strategic Positioning
We build your investment narrative before approaching a single investor. Buyers who engage are already qualified, informed, and operating in a competitive process we control.Process Discipline
Our structured dual-round process generates simultaneous investor engagement, creates pricing tension, and produces a clear, actionable outcome. We do not run sequential processes that give buyers negotiating leverage.Investor Targeting Precision
Every investor on our list is there for a reason. We map each prospective investor against strategic fit, investment mandate, check size, sector thesis, and portfolio synergy."We measure our success by one metric: the outcome for the founder."Selected Transaction Outcomes:
- $32M Capital Raise, ClimateTech (2024)
- $75M Private Placement, Logistics Software (2024)
- $70M Fund Allocation, Venture Capital (2025)
- $50M Private Credit, Construction (2024)
OUR EXPERTISE
Three Mandates. One Standard of Excellence.We advise Series A+ founders across three core transaction types. Each engagement is structured with the same level of senior commitment, process discipline, and outcome orientation, regardless of deal size.01. Tech Divestiture & Full Sale Advisory
We run structured, competitive sell-side processes for B2B technology and manufacturing businesses with revenues of $1M to $50M+. Our process is engineered to maximize valuation, minimize time-to-close, and protect your negotiating position at every stage.
Full Divestiture · Strategic Buyers · PE Sponsors · Cross-Border02. Institutional Capital Raising
We advise Series A+ founders seeking $10M to $75M+ in institutional equity. Our process targets a curated set of family offices, venture funds, and growth equity investors pre-qualified on thesis, check size, and sector expertise.
Series A+ · Family Offices · Growth Equity · Minority Liquidity03. Fund Capital Formation
We support VC and PE fund managers in raising capital for new and follow-on investment vehicles through our established allocator network. We work exclusively through existing relationships with institutional LPs.
VC Funds · PE Vehicles · LP Advisory · Allocator Network
REQUEST A CONFIDENTIAL MEETING
If you are a Series A+ founder evaluating a divestiture, a minority liquidity event, or a capital raise with institutional counterparties, we want to understand your situation. The first conversation is confidential and carries no obligation.
*Securities are offered through Finalis Securities LLC Member FINRA / SIPC. EPL Group is not a registered broker-dealer, and Finalis Securities LLC and EPL Group are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck | Finalis Form Customer Relationship Summary (“Form CRS”)https://eplgroup.co (the "EPL Group Website") is a website operated by EPL Group. This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and EPL Group along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis’ Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC.EPL Group offers securities through Finalis Securities LLC; Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.