PARTNER TO FOUNDER-OWNED BUSINESSESSupporting Your Unique Growth Opportunity

Lateral invests in established owner-operated 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 without the loss of control and dilution of a buyout.

OUR APPROACH

Accelerating Growth, Removing Obstacles

Lateral provides creative financing solutions to help business owners seize opportunities and grow faster. We enable businesses to scale and overcome complex situations. We seek out opportunities where we can remove roadblocks to growth and lean into well-defined plan.

INVESTMENT FOCUS

Sectors at the
Intersection of Disruptive Change

Lateral focuses on industries where we have deep expertise and relationships, especially 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.

Manufacturing

We invest in domestically focused, technology-enabled manufacturing companies that benefit from close proximity to their supply chain or customer base and whose products have predictable demand through long-term contracts.

Healthcare

We invest in healthcare facilities such as specialty hospitals, clinics and surgery centers; diagnostic and treatment services; and innovative care delivery systems that improve outcomes and reduce the total cost of care.

Technology

We invest in established technology companies, which provide cloud-based services and online commerce, or technology-enabled services that generate recurring or repeating revenue through contracts and with loyal customers.

Infrastructure

We provide project financing to enable telecom, transportation, alternative energy, and construction companies to build out or make high-quality upgrades to their facilities in a safe and timely manner.

FOR BUSINESS OWNERS

Working Together for Transformative Growth

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

MISSION-DRIVEN INVESTMENTS

Doing Well=Doing Good

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 opportunity 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:

Insights on Current Trends and What’s Ahead

News / Media


Insights


Events

WWETT 2021

The world’s largest annual trade show for wastewater and environmental service professionals. 

Indianapolis, IN / June 29 – July 1, 2021

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

What Our Partners Say About Lateral*

Lateral is the perfect investor because we share the same vision on becoming a world-class company. As we grow and execute our business plan, Lateral is able to remove the distractions and obstacles that would otherwise stand in our way.Ted Dergousoff, CEO
NEW LIFE FOREST RESTORATION

What Our Partners Say About Lateral*

I had ambitious plans for the company I founded and Lateral has supported me every step of the way and stayed true to my vision.Jason Rosamond, Founder and Chairman
New Life Forest Restoration

*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.