New Firm’s Mission is to Help Family and Founder-Owned Businesses Reimagine What’s Possible, While Preserving Legacy

Matthew Allard, a private equity industry veteran and former Brightstar Capital partner, in partnership with Jeffrey Cordover and Vice President Charles Hill, announced today the launch of Case Study Capital Partners (“Case Study Capital”), a private equity firm focused on acquiring and scaling family and founder-owned businesses in the services and industrials sectors.

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Matthew Allard, Founder and Managing Partner, Case Study Capital Partners. The new private equity firm combines over 25 years of investing, operating, and capital markets experience with a deeply collaborative, hands-on approach to value creation.

Case Study Capital combines over 25 years of investing, operating, and capital markets experience with a deeply collaborative, hands-on approach to value creation. The firm partners with closely held companies to help navigate generational transitions, unlock growth, and enhance performance—while preserving the legacy and culture that made each business successful.

The firm targets businesses with $5–25 million in EBITDA and invests $25–100 million of equity per platform, including follow-on capital. Investment structures include majority recapitalizations, primary growth equity, and balance sheet optimization.

“We’re building the firm we always wanted to partner with—one that brings strategic clarity, operational depth, and genuine alignment,” said Founder and Managing Partner Matthew Allard. “We believe there’s a major opportunity to help family and founder-owned companies reach the next level while honoring the legacy of each business and embracing the future. I’m thrilled to have the support and partnership of Jeffrey Cordover, who’s been a close friend and mentor for over 30 years and successful family business owner of Robert Allen Group. With founding team member Charles Hill, we have a skilled team that can help reimagine what’s possible for closely held businesses.”

Case Study Capital’s value creation strategy centers around operational improvements, commercial acceleration, leadership development, and thoughtful systems enhancement. When appropriate, the firm also supports digital modernization initiatives, including the practical application of tools like AI to enhance decision-making and scale.

“Our approach is hands-on, pragmatic, and long-term,” said Founding Partner Jeffrey Cordover. “We’re not interested in forcing playbooks. Every business is unique, and we take the time to understand what makes it work before scaling what’s possible.”

About Case Study Capital Partners

Case Study Capital Partners is a private equity firm based in Greenwich, Conn. that partners with family and founder-owned businesses in the services and industrials sectors. The firm brings operational depth, strategic focus, and a long-term, collaborative approach to each investment. For more information, visit casestudycapital.com or contact info@casestudycapital.com.

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“We’re building the firm we always wanted to partner with—one that brings strategic clarity, operational depth, and genuine alignment,” said Founder and Managing Partner Matthew Allard.  “We help reimagine what’s possible for closely held businesses.”