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Acquisition and Liquidity Solutions for a New Generation

Investing in operational infrastructure for the modern economy.

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Who We Are 

Bateo Equity is a private investment firm and corporate development partner to middle market companies investing in operational infrastructure, including manufacturing, logistics, and related software that can continue to grow through applied technologies and new markets.  The firm makes equity investments in privately held companies through business acquisitions where existing ownership desires to sell its enterprise, but seeks to ensure continued growth.  We also structure and consider other alternative investments, as presented, where we can add value. 

Where We're Located

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New York

Los Angeles

What We Invest In

Manufacturing

Logistics

Enterprise Software

What Size Companies

Revenue: $10M to $100M

EBITDA: $0 to $20M

Who We Work With

Bateo Equity is a strategic capital partner to growing middle market companies.  Fundamentally, we do two things:  first, we provide liquidity solutions to business owners, whether two retiring founders or a large multi-shareholder corporation, we enable owners to exit their ownership interest and investment; second, we partner with people first to increase value exponentially in an enterprise through every person from executive management, a company’s workforce, to our proprietary market relationships.

10/13/26

Why Management Quality Can Make or Break an Acquisition

By Bateo Insights

Financial performance and acccounting is important, but a company must have great people to execute.

10/6/26

Why Your Good Company May Not be a Good Target for a Buyer

By Bateo Insights

A company could have great financial performance, and every other positive attribute, but price and other terms are important.

9/29/26

EBITDA Is Only One Piece to the M&A Valuation Puzzle

By Bateo Insights

AI applications are quickly becoming a part of operations in private equity firms increasing productivity and portfolio analysis.

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