Uplift Investors: Buy Box & Recent Acquisitions

At a glance

Latest fund	Uplift Investors Fund I, $670M (Jul 2026) S4
EBITDA range	$10M to $40M S2
Deal types	Platform, Add-on S5
Geography	North America S2
Sectors	Accounting & Professional Services, IT Services & MSP

What Uplift Investors buys

Uplift Investors is a Darien, Connecticut private equity firm started in March 2025 by three partners who had already invested together for about a decade. It buys services companies based in North America with $10 million to $40 million of EBITDA. Its screen is narrow on purpose: a target has to sit where one of five business models (two-sided networks, outsourced business functions, professional services, route-based services and information services) meets one of five sectors (knowledge and talent, legal, financial services, technical trades and industrial services). It also wants demand that customers cannot easily cut.

Uplift closed its first fund at a $670 million hard cap in July 2026 and has made three platform investments so far: Orion Legal MSO, IMS Legal Strategies and Engage fi. Orion has since signed five more personal injury law firms as partners. Each law firm stays owned by its lawyers, while Orion handles marketing, finance, technology, hiring and administration. A company below $10 million of EBITDA is most likely to meet Uplift as an add-on, such as a plaintiff law firm joining Orion.

Recent deals

Announced in the 24 months before November 2, 2026.

Date	Company	Type	Sector	Source
Sep 2026	Rainwater, Holt & SextonArkansas personal injury firm joined Orion Legal MSO as a partner; the firm stays owned by its lawyers	Add-on	Accounting & Professional Services	Source
Aug 2026	Daniel Stark Injury LawyersCentral Texas personal injury firm joined Orion Legal MSO, its first Texas partner	Add-on	Accounting & Professional Services	Source
Aug 2026	Engage fiTechnology advisory, conversion and implementation firm for banks and credit unions, bought from Falfurrias Management Partners	Platform	IT Services & MSP	Source
Jul 2026	Bottaro Injury LawyersRhode Island and Massachusetts personal injury firm joined Orion Legal MSO	Add-on	Accounting & Professional Services	Source
Jul 2026	Uplift Investors Fund IDebut fund closed at its $670 million hard cap	Fund close		Source
Jun 2026	John Foy & AssociatesAtlanta personal injury firm joined Orion Legal MSO; its founder keeps full ownership of the law firm	Add-on	Accounting & Professional Services	Source
May 2026	Hughes & Coleman Injury LawyersKentucky and Tennessee personal injury firm joined Orion Legal MSO; Orion also supports its New Mexico affiliate Ron Bell Injury Lawyers	Add-on	Accounting & Professional Services	Source
Apr 2026	IMS Legal StrategiesExpert witness network, litigation consulting and jury research provider	Platform	Accounting & Professional Services	Source
Jan 2026	Orion Legal MSONew management services company for plaintiff law firms, formed with Louisiana's Dudley DeBosier Injury Lawyers as founding partner	Platform	Accounting & Professional Services	Source

Portfolio by sector

From the firm's portfolio page S3.

Dual-Sided Networks / Legal Services

IMS Legal Strategies

Professional Services / Financial Services

Engage fi

Professional Services / Legal Services

Orion Legal MSO

Greymont’s take

How Uplift Investors fits a seller

Uplift fits two kinds of owners. The first runs a larger services company, at $10 million of EBITDA or more, inside one of its chosen sectors. The second runs a plaintiff personal injury law firm and wants help with the business side without selling the practice. In every Orion deal so far, the lawyers kept full ownership of their firm and kept directing the legal work, while Orion took over marketing, finance, technology, hiring and administration. The founding Dudley DeBosier partners also invested in Orion and joined its leadership.

For most smaller owners, Uplift is a buyer to know about rather than a first call, since its size floor sits above much of the lower middle market. A law firm owner weighing Orion should ask what the services agreement costs, how long it runs, and what happens to it if Uplift later sells Orion.

Questions owners ask

What size company does Uplift Investors buy?

Uplift looks for North American services companies with $10 million to $40 million of EBITDA. Smaller businesses are more likely to fit as add-ons to an existing platform, such as the law firms that have partnered with Orion Legal MSO.

Does Uplift Investors buy law firms?

Not directly. Through Orion Legal MSO it partners with plaintiff personal injury firms, which stay 100% owned by their lawyers while Orion provides marketing, finance, technology, talent and administrative support. Five firms joined between May and September 2026, after the January 2026 launch with Dudley DeBosier.

How much capital does Uplift Investors have?

Uplift closed its first fund at its $670 million hard cap in July 2026, about 16 months after the firm was founded. It has not published total assets under management or a typical check size.

Sources

S1Uplift Investors home page Accessed November 2, 2026
S2Uplift Investors: Our Approach Accessed November 2, 2026
S3Uplift Investors: Partner Companies Accessed November 2, 2026
S4Uplift Investors Closes Debut Fund at Hard Cap of $670 Million (July 16, 2026) Accessed November 2, 2026
S5Uplift Investors: Press & Perspectives Accessed November 2, 2026
S6Uplift Investors Launches and Closes First Investment, Forming Orion Legal MSO (January 22, 2026) Accessed November 2, 2026
S7Uplift Investors Completes Acquisition of IMS Legal Strategies (April 6, 2026) Accessed November 2, 2026
S8Uplift Investors Announces Acquisition of Technology Consultancy Engage fi (August 18, 2026) Accessed November 2, 2026

Compiled by Greymont Advisors from public sources, including the firm’s own website and press releases. Greymont is not affiliated with Uplift Investors. Figures are as reported on the dates shown and may have changed. Request a correction