Patriot Investment Partners

Patriot Investment Partner (PIP) is a Veteran owned and led investment firm. PIP seeks to provide succession planning, liquidity and capital solutions for lower middle market businesses while offering portfolio diversification for investors.


Mission Statement

To partner with existing companies, while creating tremendous value for all of our partners and team members involved.

Vision Statement

To become the preferred investment firm that business owners turn to when they are looking for a long-term, honest, and transparent partner.

Core Values

Honesty & Integrity
We embody these essential principals down to the core of our business and within all of our relationships 

We fully commit to our partners, as our most basic building block we ensure their every need is considered 

We strive to excel in all aspects of our industry, approaching every challenge with the intent for success 

We believe in giving back to our community and those who are directly involved in our progress 


Are you a:

Business Owner
Private Equity Firm
Intermediary Professional
Retired Executive

If so, we would love to hear from you!