As of February 11, 2025, Cresset Partners is now known as Peakline Partners.

CPEO

CONTACT CPEO TEAM
Target Fund Size
$ 195 M+
Target # of Investments
3- 3
Closing Frequency
Monthly

The Opportunity

CPEO invests in structured minority equity opportunities with family-owned and founder-led businesses.

We identify growing, profitable, middle-market businesses in defensive industries and focus on partnerships in which Cresset can provide strategic guidance, accelerate growth, and build long-term value—with the ultimate goal of sustained long-term value creation for our investors and partners.

CPEO is currently seeded with investments in three founder-led companies and has an actionable pipeline of additional compelling minority investment opportunities.

“Our platform uniquely positions us as a patient and flexible partner to founders poised for significant long-term growth.”

CHRIS BOEHM

Co-Founder, Executive Managing Director

Meet the Team

Investment Targets

Number of Investments
3- 3
Target Fund Size
$ 195 M
Holding Period
5- 6 + Years
Portfolio Company
Ownership
15- 37 %

Healthcare & Wellness Financial Services

Food & Beverage Specialty Manufacturing

Industries

Family owned Founder-Led
Middle Market
$10-75M EBITDA

Portfolio Company Profiles

Fund Investments

CPEO is seeded with three investments, with several others in various stages of due diligence. Additionally, select CPEO portfolio companies provide investors with direct co-investment opportunities.

Project Maple

A physician-led provider of advanced Interventional Pain Management (“IPM”) solutions for acute and chronic pain conditions.

Project Chess

A leading independently-owned dermatology (MSO) in the U.S. with over 80 locations.

Project Cardinal

A scaled QSR franchisee platform with 460+ restaurant locations in 14 states across 4 leading brands in tacos, pizza, burgers, and chicken.

Our Competitive Edge

Opportunistic Investment Strategy

Many CEOs and founders are preferring minority recapitalizations over an outright sale. Our "Families Investing in Families" positioning creates an opportunity to be a partner to founders seeking partial liquidity or growth capital to scale their business prior to a majority exit.

Compelling Risk-Adjusted Returns

CPEO invests through preferred securities, with both full upside participation and senior liquidation preferences. We believe this structure provides the potential for compelling risk-adjusted returns in uncertain market environments. The Fund targets a short investment period, reducing potential j-curve risk.

Peakline Partners Ecosystem

We maintain a distinct sourcing advantage with other founder-led and family-owned businesses. Our team and platforms are leveraged to add tangible long-term value to our partner businesses.

Strong Alignment of Long-Term Interests

CPEO focuses on minority preferred recapitalizations with existing majority investors that remain fully incentivized and aligned with our investors and principal for long-term value creation.

Favorable Portfolio Dynamics

CPEO focuses on modestly leveraged and growing businesses in defensive industries. It has closed on three investments and has a strong pipeline of near-term opportunities, mitigating "blind-pool risk.

Attractive Investor Value Proposition

CPEO's strategy is led by team with decades of middle market private equity experience. Investors are able to achieve meaningful discounts to traditional market fees with opportunities for enhanced economics with potential GP participation for scale commitments.

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Access to Attractive Private Investments Start Here

CONNECT WITH PEAKLINE PARTNERS
Invest with Us Today
312-429-2485

Peakline refers to Peakline Partners, LLC, an SEC registered investment adviser. Peakline provides investment advisory services strictly to investment vehicles investing in private capital, real estate, venture capital, and other investment opportunities.

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