Our Portfolio

Decades of hands-on experience, launching, leading and advising companies toward highly successful outcomes.

Our Investments and Advisory Clients

Success Stories

See how we’ve transformed companies with strategic and customized solutions.

Learn more

What they do:

Clearly Rated is a B2B technology and service provider that provides customer feedback and leverages the Net Promotor system. They have been a foundational partner to the staffing industry since 2003 and are the creator of the coveted Best of Staffing award.

What was the situation on why they approached 4Ps:

The Founders needed a plan and wanted to accelerate their growth, expand into new markets and reduce their personal wealth risk through a future transaction.

How we engaged with them

Four Piers provided growth capital through both equity and debt in 2018, and became strategic growth advisors to the business.

The Outcome

Clearly Rated sold a majority equity position to private equity in June 2023.

Our Approach

Step 1

Assisted management in developing a budgeting strategy and a strategic growth plan including a future organization structure, a robust sales org and sales process, and expansion into another industry.

Step 2

Opened client doors, promoted the company through various speaking engagements and events, and routinely met with management to solve problems, help with decision-making and provide emotional support.

Step 3

Heavily involved with exit strategy, planning and timing. Evaluated Investment Bankers, Legal and Accounting partners and advised the Founders start to finish through a formal auction process.

The Results

Management reduced their stress and stayed focused

The company grew substantially and into the Accounting Industry

Software Growth Partners acquired the company at a 3X return

Deciding to partner with Four Piers as our primary investor was one of the best decisions I ever made. The opposite of "dumb money", they provided guidance, counsel, mentorship and support every step of the way.

Each of the Four Piers principles brought a different perspective and unique expertise which was invaluable as we tackled unique problems and opportunities. The ability to strategize with former founders, who have been in my shoes was critical to the success of the business and ultimately drove our financial success.

Eric Gregg, Founder of Clearly Rated

What they do:

Krewe is a national locum tenens business that specializes in staffing certified registered nurse anesthetists (CRNA).  Krewe is owned and operated by three CRNA’s who are able to consult healthcare facilities to improve overall efficiency in anesthesia coverage.

What was the situation on why they approached 4Ps:

The founders are CRNAs who know medicine and successfully launched an early-stage staffing business. They realized they needed help to scale it to the next level.