Our Business
Alternative Investments
As the pioneer of a unique, operations-focused approach to investing, Platinum seeks opportunities to help businesses achieve their full potential. We specialize in private equity, credit and related strategies and work with portfolio companies to build market leaders and drive enterprise value through operational best practices, investments in growth and other transformational initiatives.
M&A&O®
The Platinum Difference
Our trademarked M&A&O® approach is a unique combination of people and process that integrates operations at the root level of everything we do. It is disciplined and process-oriented and has been market and cycle-tested for more than 30 years.
2023
$20B+
Aggregate Transaction Value
Past 5 Years
$115B+
Aggregate Transaction Value
Investment Capabilities and Access to Capital
We have the team, the experience and the capital resources to pursue complex transactions of nearly any size anywhere in the world.
- $47 billion in equity commitments from institutional investors since launching its funds business more than two decades ago.
- Experienced Capital Markets team with the ability to provide a range of traditional and creative financing solutions.
The Process
M&A&O® is a proprietary approach that helps us create value at every stage of an
investment, from beginning to end.
Business Development
M&A
M&A Operations
Capital Markets
Portfolio Operations
Sell-Side M&A
The bars below represent each team's relative level of involvement in each phase.
Transaction Sourcing
Transaction opportunities are sourced and screened by a dedicated Business Development team. The team casts a wide net to find opportunities that will eventually pass through our specific deal criteria.
M&A&O Analysis
The M&A Operations team is involved in the deal process at the earliest possible point, starting with the management presentation. This allows the firm to understand businesses better, conduct diligence more effectively, and create operational value 'on the buy.'
M&A&O Execution
An integrated M&A&O team creates the value creation plan while a dedicated Capital Markets team works in tandem to build the optimal capital structure.
Transition and Integration
Platinum Equity Portfolio Operations begins executing the plan created during the diligence phase on day one. An operating council, comprised of Platinum Equity and portfolio company leadership, is created to monitor and supervise the company.
Operations Management
An aggressive approach is applied that typically requires the extended on-site presence of Platinum Equity Portfolio Operations at the portfolio company. The team works closely with management and applies all relevant levers of the operations playbook.
Exit
Once a company completes its transition and the operating council determines the time is right, Platinum Equity's dedicated Sell-Side team works in tandem with the operating council to find monetization opportunities.
Strategic Add-Ons and Realizations
Teams collaborate to seek and execute value, creating add-ons and/or monetization throughout ownership.
Pre-transaction
Transaction Sourcing
Transaction opportunities are sourced and screened by a dedicated Business Development team. The team casts a wide net to find opportunities that will eventually pass through our specific deal criteria.
M&A&O Analysis
The M&A Operations team is involved in the deal process at the earliest possible point, starting with the management presentation. This allows the firm to understand businesses better, conduct diligence more effectively, and create operational value 'on the buy.'
transaction executed
M&A&O Execution
An integrated M&A&O team creates the value creation plan while a dedicated Capital Markets team works in tandem to build the optimal capital structure.
Transition and Integration
Platinum Equity Portfolio Operations begins executing the plan created during the diligence phase on day one. An operating council, comprised of Platinum Equity and portfolio company leadership, is created to monitor and supervise the company.
Post-transaction
Operations Management
An aggressive approach is applied that typically requires the extended on-site presence of Platinum Equity Portfolio Operations at the portfolio company. The team works closely with management and applies all relevant levers of the operations playbook.
Exit
Once a company completes its transition and the operating council determines the time is right, Platinum Equity's dedicated Sell-Side team works in tandem with the operating council to find monetization opportunities.
Transaction Types
We handle a variety of complex transaction types including:
Diverse Industries
As an industry agnostic firm investing for more than 30 years, we have extensive experience across a wide range of sectors and transaction types.







Real Operators
The 'O' is in our DNA. We have a large in-house team with real-world industry experience. M&A Operations professionals dig in to create value at the earliest stages of diligence, while Portfolio Operations specialists manage transitions and drive ongoing transformation programs. They know how to effect change from the ground up, with hands-on expertise across a broad range of functional areas.
Credit
Platinum’s dedicated Credit team is actively deploying capital by applying Platinum’s M&A&O® investment strategy to the credit market. The team seeks opportunities to provide debt capital across all industries for a variety of uses, including acquisitions, refinancings and recapitalizations. Target companies generally have $15 – $75 million of EBITDA and are primarily based in North America.