PE Firm · Capital Allocator
Palladium Equity Partners logo

Palladium Equity Partners

Medium
Not on record · Founded 1997 · Website
middle-market investmentsaccretive M-and-A opportunitiesvalue creationstewardshipU.S. Hispanic marketmiddle-market companiesfounder and family-owned businesses
Last verified
11/5/2026

Firm Overview

45
Portfolio tracked
3
Sectors
0
Regions
11/5/2026
Last verified

Palladium Equity Partners focuses on investing in and building U.S. middle-market companies. The firm targets opportunities in the U.S. Hispanic market, founder and family-owned businesses, and companies with accretive M-and-A opportunities.

Palladium has been investing and building U.S. middle-market companies since 1997. The firm targets opportunities in the middle market with a focus on companies in the U.S. Hispanic market, founder and family-owned businesses, and companies with accretive M-and-A opportunities.

The firm describes its approach as an intentional method of value creation intended to drive businesses to the next level in a responsible way. Palladium states that its team reflects the diversity of the communities in which it invests and that it seeks to invest in opportunities, communities and people that are often overlooked.

Palladium believes that doing the right thing for all stakeholders contributes to strong financial returns. This commitment to stewardship is hardwired into the firm's DNA and is evidenced by its management of investments.

Founded1997
Strategiesmiddle-market investments, accretive M-and-A opportunities, value creation, stewardship
Sector focusU.S. Hispanic market, middle-market companies, founder and family-owned businesses

Leadership

Marcos A. Rodriguez
Founder, Chief Executive Officer & Partner
Daniel Ilundain, CFA
President & Co-Head of Funds
Kevin L. Reymond
Vice Chairman and Partner
Justin R. Green
Co-Head of Funds & Head of Consumer
Adam Shebitz
Partner, Head of Industrials
Susan S. Lyons
Partner
Nancy Mitchell
Partner and Chief Administrative, Legal & Compliance Officer
Katherine A. Lehman
Partner, Palladium Heritage
Carlos Reyes
Managing Director, Head of Value Creation
Rafael Ortiz
Head of Healthcare
Meahgan O’Grady Martin
Head of Business Development
Kathy Gardner
Head of People Operations
Louisa Dalton
Principal and Controller
Giang Nguyen
Principal
David MacDonald
Principal, Palladium Heritage
Carlos Rodriguez
Operating Executive, Value Creation
Ed Moss
Senior Advisor, Palladium Heritage

Portfolio by sector

6 of 45 tracked portfolio companies of Palladium Equity Partners carry a sector label we can map; shares are of those 6. See the methodology.

Deals on record

3 on record in the index

Deals are listed only where a public source names both sides. Submit a correction.

Portfolio on record

Portfolio by sector
  • Unclassified39 of 45
  • Industrials2 of 45
  • Consumer1 of 45
  • Financial Services1 of 45
  • Healthcare1 of 45
  • Logistics1 of 45

45 portfolio companies on record in the index, grouped by sector hub.

Current and exited
Current: 45 of 45Exited: 0 of 45
Portfolio size among all firms

45 companies on record, more than 61% of the 405 firms in the index.

0885 companies (log scale)

Portfolio Companies

CompanySectorStatusWebsite
AAbraNot on recordCurrentNot on record
Accupac logoAccupacNot on recordCurrentVisit ↗
AGAmerican GilsonateNot on recordCurrentNot on record
BBodewell GroupNot on recordCurrentVisit ↗
CMCanella Media LLCNot on recordCurrentNot on record
CCapital ContractorsNot on recordCurrentNot on record
CCeleritasNot on recordCurrentNot on record
Clarion logoClarionNot on recordCurrentNot on record
CACollision Auto PartsNot on recordCurrentVisit ↗
DSDaniel’s JewelersNot on recordCurrentVisit ↗
DRDel RealNot on recordCurrentVisit ↗
DEDME ExpressNot on recordCurrentVisit ↗
DDolExNot on recordCurrentNot on record
EEnvoyNot on recordCurrentVisit ↗
EGEnvoy GlobalNot on recordCurrentNot on record
Everdriven logoEverdrivenNot on recordCurrentNot on record
FFFora FinancialNot on recordCurrentVisit ↗
GGoodwestNot on recordCurrentNot on record
HCHealth Connect America (HCA)Not on recordCurrentNot on record
HHealthSunNot on recordCurrentNot on record
HHilsingerNot on recordCurrentNot on record
HCHy Cite Enterprises, LLCNot on recordCurrentNot on record
JHJordan Health ServicesNot on recordCurrentNot on record
JSJordan’s Skinny Mixes (JSM)Not on recordCurrentVisit ↗
KKymeraNot on recordCurrentVisit ↗
LVLa VaquitaNot on recordCurrentNot on record
PParagonNot on recordCurrentVisit ↗
PAPhibro Animal HealthNot on recordCurrentNot on record
PIPrince International CorporationNot on recordCurrentNot on record
PIPronto InsuranceNot on recordCurrentNot on record
QQuirchNot on recordCurrentNot on record
RTRaben TireNot on recordCurrentNot on record
RMRegional ManagementNot on recordCurrentNot on record
SSSahale SnacksNot on recordCurrentVisit ↗
SNSecond Nature BrandsNot on recordCurrentNot on record
SZSky ZoneNot on recordCurrentVisit ↗
SLSource LogisticsNot on recordCurrentVisit ↗
SSSouthwest StrategiesNot on recordCurrentNot on record
SWSpice WorldNot on recordCurrentVisit ↗
SESuperior Environmental SolutionsNot on recordCurrentVisit ↗
TBTaco BuenoNot on recordCurrentNot on record
TFTeasdale Foods, Inc.Not on recordCurrentNot on record
TTrachteNot on recordCurrentNot on record
TTransforceNot on recordCurrentVisit ↗
WFWise FoodsNot on recordCurrentNot on record

Source: https://www.palladiumequity.com/investments

In the 2027 Digital Value Creation Baseline

1 of Palladium Equity Partners' 45 portfolio companies on record were measured in the 2027 Digital Value Creation Baseline (October 2026).

Firms that also back Palladium Equity Partners' companies

Questions about Palladium Equity Partners

When was Palladium Equity Partners founded?
Public sources give 1997 as the year Palladium Equity Partners was founded.
Which sectors does Palladium Equity Partners invest in?
Palladium Equity Partners lists U.S. Hispanic market, middle-market companies and founder and family-owned businesses among its focus areas. Of the 45 portfolio companies we can classify, the largest groups are Industrials (2), Healthcare (1) and Logistics (1).
How many portfolio companies does Palladium Equity Partners have?
PE Firm Index tracks 45 Palladium Equity Partners portfolio companies from the firm's public portfolio page, as of 2026-11-06. The firm's own count may differ, for example where exited companies are listed.
What deals has Palladium Equity Partners done recently?
The most recent deal on record here is: Palladium Equity Partners acquired American Remediation Environmental Inc. This page lists 3 deals, each with its public source.
Who leads Palladium Equity Partners?
Public sources name Marcos A. Rodriguez (Founder, Chief Executive Officer & Partner), Daniel Ilundain, CFA (President & Co-Head of Funds) and Kevin L. Reymond (Vice Chairman and Partner) among Palladium Equity Partners' leadership.
Which firms are similar to Palladium Equity Partners?
By overlap in portfolio sectors in this index: Cerberus Capital Management, Clayton, Dubilier & Rice and Lindsay Goldberg.
Sources for this profile, updated 2026-11-06
This profile is based on publicly available information and may be incomplete or outdated. PE Firm Index is not affiliated with Palladium Equity Partners and does not provide investment advice.

Firms similar to Palladium Equity Partners

Chosen from this index by overlap in portfolio sectors, then by portfolio size. Not a ranking or a recommendation.