PRIVATE EQUITY PARTNER TO FOUNDER-LED BUSINESSESSupporting Your Unique Growth Opportunity

Lateral invests in established founder-led companies at critical moments – when the right mix of flexible capital and strategic support can drive transformational growth. We partner with high conviction owners who want an institutional partner to help them expand and accelerate their vision.

OUR APPROACH

Removing Obstacles, Accelerating Growth

Lateral collaborates with business owners to tackle challenges head-on, remove roadblocks to growth and transform obstacles into opportunities. We deliver creative solutions, capital support and strategic expertise, that enable businesses to overcome complexity, unlock potential, and scale effectively.

INVESTMENT FOCUS

Sectors at the
Intersection of Disruptive Change

Lateral focuses on industries where we have deep expertise and relationships, with specific focus on sub-sectors that are emerging or overlooked. We find businesses that are riding the wave of technology-enabled disruption, have formidable competitive advantages and can develop into market leaders.

B2B Software

•SaaS business applications
•Commerce enablement
•Supply chain

Managed Solutions

•Bundled technology and services
•Data aggregation and analytics
•Outsourced capabilities

Technology-Enabled Services

•Human capital powered by technology
•AI service transformations
•Office 2.0

Industrial Technology

•Automation
•Decarbonization
•Marketplaces

WE GET BUSINESS OWNERS BECAUSE WE ARE BUSINESS OWNERS

Working Together for Transformative Growth

We are entrepreneurs, and like you, appreciate the challenges business owners must overcome. We have been there before. Unforeseen bottlenecks litter the path to growth. No matter the issue, we navigate them alongside you at every step.

INVESTING IN COMPANIES THAT MAKE A DIFFERENCE

A Commitment to Creating Lasting Impact

Lateral is committed to working with ambitious business owners who want to make the world a better place. We believe that profitable and sustainable businesses create a wealth of opportunities for all. We embrace the mission of companies that create high quality jobs, protect the earth, and solve problems for humanity.

Portfolio

Established Businesses with Extraordinary Potential

We stand by our companies through the lifecycle of scaling a business. Our current portfolio includes:

Events

SuperReturn North America

North America’s most senior gathering of LPs and GPs.

Miami, FL / Mar 17-19, 2025

What Our Partners Say About Lateral*

We chose Lateral over traditional private equity as we were poised to double the size of our business. Our choice was first about partnership and a shared vision and second about capital.Shahzad Bashir, FOUNDER AND CEO
Morae Global

What Our Partners Say About Lateral*

This financing partnership with Lateral enables us to ramp up our manufacturing and to significantly expand our national marketing efforts.Chuck Huebner, CEO
Dacor

*The above testimonials and endorsements were made by certain operating partners of our current or prior portfolio companies. The individuals issued such testimonials of their own desire and none of the individuals were compensated or otherwise incentivized to do so. We believe that no conflicts of interest exist with respect to the testimonials, however we encourage all (website) visitors to review our ADV Part 2A, more generally, for further discussions on potential conflicts.

Learn about partnering with Lateral and let us help you seize your growth opportunity.

Connect with our Investment Team.