Trusted Partners for Building Strong Businesses

Leadership is the ultimate differentiator
Get In TouchAbout Pennant

What We Do

We provide a flexible model of partnership that includes advisory services as well as principal investing, for a limited number of inspiring companies.   We partner with founders, owners, and management to plan and execute for superior outcomes, engineering growth in key areas such as:  Strategy, Sales, Promotion, People, Product, and Process.

Our Approach

Human connection is at the heart of our work.  We believe people and relationships drive value creation.  We leverage our depth and breadth of experience as investors and operators to achieve sustainable growth and transformation for businesses.

Our Mission

We create long-term value across the businesses we work with. We focus on supporting management teams, founders and investors to help them realize maximum potential by bringing the unique resources necessary to each opportunity.

About

About Our Firm

 

Pennant Equity Partners is driven by a singular mission: forging deep relationships and implementing proven strategies to build thriving businesses. Since the founding in 2009, every step we have taken is guided by our commitment to creating value and achieving shared success. Our team’s passion and curiosity power the results we deliver.

We are a network of dedicated investors and operators united by one goal:
Partnering with exceptional people to build extraordinary businesses.

We specialize in transitioning founder-led companies into professionally managed powerhouses. From scaling operations to maximizing exit value, we help owners and managers navigate the journey toward sustainable growth and lasting success.

“People work with people they Like and Trust”

 

Growth Partnering

 

We empower founders, owners, and executives to develop and execute business plans with precision. Our deal team works hand-in-hand throughout the investment lifecycle, supported by a bench of Operating Partners and Advisors who adapt to the business’s unique needs, delivering expert solutions with agility and speed.

Whether you’re navigating your first exit or managing a portfolio of exits, Pennant Partners ensures long-term value. By engaging as early as 3–5 years prior to an exit, we help maximize value, streamline transactions, and secure a seamless transition for sustained success.

 

Principal Investing

We invest in businesses with strong fundamentals and untapped growth potential. By combining deep expertise with meaningful relationships, we accelerate value creation, optimize operations, and drive scalable growth.

As independent sponsors who operate on an opportunity by opportunity basis, we bring unmatched flexibility—partnering with private equity firms, family offices, and other investors. Whether as lead investors or co-investors, we tailor our approach to the unique needs of the business and its stakeholders.

Investment Focus

We target industries poised for transformation and growth:

      • Tech-Enhanced Services Businesses

      • Manufacturing & Distribution – Industrial Products, Automation and Manufacturing Services

      • Healthcare – Products & Distribution, Solutions, Devices and HealthTech

      • Technology, SaaS & Data Services

      • Consumer Products (Niche/Specialized)

Operating Advisory Services - Operating

We deliver hands-on expertise to unlock growth and operational excellence:

      • Strategic Planning and Implementation

      • Exit Strategy Planning

      • Driving Operational Efficiency

      • Human Capital Advisory

      • Governance and Leadership Development

      • Financial Restructuring and Capital Optimization

      • Technology and Data Evolution

      • Market Analysis & Competitive Positioning

      • International or Market Expansion Advisory

Corporate Development Services- CDaaS

From pre-deal Opportunity Sourcing to post-deal integration, we deliver results:

      • Corporate Development as a Service – “CDaaS”      (Click for Details)

      • Due Diligence & “Due Diligence Proofing”

      • Valuation or Stand-Alone Analysis

      • Financial Restructuring and Capital Optimization

      • Merger, Acquisition, and Divestiture

      • Post-Close and Integration Planning

Our Team

Our team of seasoned investors and operators brings unparalleled expertise across the entire business lifecycle—from formation to exit. With deep industry experience, we believe strategic planning for an exit isn’t just possible—it’s essential to maximizing value.

Our proven engagement process ensures impactful outcomes at every stage. From rigorous valuations and due diligence to seamless transitions from founder-led to professionally managed teams, we coach high-performing leaders, optimize sales velocity, and drive operational efficiency. Our bench of experts includes specialists in product development, lean engineering, and fractional leadership. We collaborate with clients and portfolio companies to create transformative value, leveraging deep expertise in:

• Human Capital & Global HR Leadership
• Finance, Treasury & Accounting Leadership
• Tech Enablement, Machine Learning & AI
• Product Design & Development
• Technology Leadership (IT Security)
• Revenue & Go-to-Market Strategy

Investment & Operating Partners

Sam Foster

Sam Foster

Managing Partner

Strategy & Operations, Coaching & Investments

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Doug Marsden

Doug Marsden

Operating Partner

Product Development & Innovation

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Tom Dailey

Tom Dailey

Operating Partner

Tech Enabled Services, Data Services, SaaS

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Alan McKinnon

Alan McKinnon

Operating Partner

Global Finance & Investing, Valuations

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Operating Advisory Team

Jessica Nisenbaum

Jessica Nisenbaum

Operating Advisor

Human Capital, M&A, Strategy and Operations

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Kevin Colcord

Kevin Colcord

Operating Advisor

Lean Engineering & Management and Business Process Optimization

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Pennant By the Numbers

We’re not shy about our success.  We take pride in the work we’ve done to create value and impact for business owners and management teams.  Years of proven track record of creating value through people, strategy, and advanced practices have led to strong outcomes.

Companies Helped

Companies to Exit

Board Participation

Companies Invested

Years of Experience

Funds Managed

Clients & Investments

Success Stories

“Pennant was instrumental in helping me as an owner/manager build the vision, team, and strategy that led to a successful exit I’m truly proud of. Their strategic insight and support were invaluable, and I look forward to partnering with them again in the future.”

Mark Landgren

Former CEO, The Nexxus Group now part of Fintech.com

“After 20 years building my practice, I needed a partner who could guide me through a complex and emotional exit. Pennant optimized the process, ensuring the best outcome for myself and my staff, while providing the clarity and support I needed every step of the way.”

Jonathan Inz

Former CEO, Medical Psychology Center, now part of Optum Mental Health

“Pennant’s expertise helped us craft a long-term strategy, identify an ideal acquirer, and implement critical systems to maximize value. From hiring key team members to building an IP portfolio, their patient and thorough guidance drove us to a successful outcome.”

Len Morressy

President, Morrissey, Metcalfe & Assoc. Former President of The Rapid Group, now part of ProtoLabs.

We exist to pursue our passions and enable the passions of the people and businesses we serve.  Founded with a passion for the water and a love for the adventure and exploration it enables, rooted in curiosity and a commitment to growth, we founded Pennant to harness the power of teamwork and persistence found in those called to the water.  

Explore Our Passions (Blog)

Our Office

30 Doaks Lane

America’s Cup Building
Marblehead, MA  01945, USA

Contact Us

(617) 500-0808
[email protected] 

Office Hours

Mon-Fri: 9am – 5pm
Sat-Sun: Closed

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