{"id":14985,"date":"2025-06-26T01:23:12","date_gmt":"2025-06-26T01:23:12","guid":{"rendered":"https:\/\/www.europesays.com\/us\/14985\/"},"modified":"2025-06-26T01:23:12","modified_gmt":"2025-06-26T01:23:12","slug":"dallas-unity-partners-invests-in-fractional-finance-marketing-and-hr-services-firm-ampleo-dallas-innovates","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/14985\/","title":{"rendered":"Dallas&#8217; Unity Partners Invests in Fractional Finance, Marketing, and HR Services Firm Ampl\u0113o \u00bb Dallas Innovates"},"content":{"rendered":"<p>                            <img width=\"970\" height=\"464\" src=\"https:\/\/www.europesays.com\/us\/wp-content\/uploads\/2025\/06\/UnityPartners-2up-970.jpg\" class=\"img-responsive wp-post-image\" alt=\"\" decoding=\"async\" fetchpriority=\"high\"  \/><\/p>\n<p class=\"featured-caption\">Hannah Incl\u00e1n, VP of investments at Unity Partners, and Bobby Schneider, a Propel team lead at Unity Partners. [Photos: Unity]<\/p>\n<p><strong>Dallas-based private equity firm Unity Partners has completed a strategic investment in Utah-based Ampl\u0113o, a fractional finance, marketing, and HR managed professional services provider.<\/strong><\/p>\n<p>Ampl\u0113o management and Brooks Growth Partners, led by Ampl\u0113o board member Jeremiah Jewkes, partnered with Unity in the investment.<\/p>\n<p>Financial terms of the investment were not disclosed.<\/p>\n<p>\u201cAmpl\u0113o is an outstanding business that checks the boxes we look for: a talented and ambitious management team with a focus on ownership culture, and essential service needs in a fragmented market,\u201d Hannah Incl\u00e1n, investment team vice president at Unity Partners, said in a statement. \u201cWe see significant M&amp;A and organic opportunity to further solidify Ampl\u0113o as a leading managed professional service provider.\u201d<\/p>\n<p>Bobby Schneider, a Propel Team lead at Unity Partners, added: \u201cWe\u2019re confident that the support we will provide\u2014including implementing new technology and processes, expansion of complementary services, and adding new talent as the company grows\u2014will result in significant value acceleration.\u201d<\/p>\n<p>Ampl\u0113o was founded in 1996 and is based in Salt Lake City, Utah. It began as a provider of part-time CFO and outsourced controller services to small and mid-sized businesses.<\/p>\n<p>Since its founding, Ampl\u0113o said it has applied its effective model to add world-class fractional marketing and HR services through seasoned CMOs and HR leaders.<\/p>\n<p>Over the past 12 months, Ampl\u0113o has expanded its services further with the acquisitions of Stage Marketing, The Sales Tax People, and Peak Business Valuation.<\/p>\n<p>Ampl\u0113o said its veteran experts give businesses the strategic insights and day-to-day guidance they need to become market leaders, at a fraction of the cost of hiring full-time resources.<\/p>\n<p>Strategic partners<\/p>\n<p>\u201cAs we searched for a strategic partner who possessed strong operational and M&amp;A experience, we quickly realized that Unity was the perfect fit to help us achieve our growth goals,\u201d Ampl\u0113o CEO Lincoln Howell said. \u201cWe\u2019re thrilled to have Unity on board as this partnership will extend the reach of our finance, marketing, and HR services to better support businesses nationwide and provide our clients with the expertise needed to grow their companies through a single trusted partner.\u201d<\/p>\n<p>The company said it\u2019s benefitting from attractive market dynamics including 23% year-over-year increase in demand for fractional leaders at all levels, and a 170% increase since 2022.<\/p>\n<p>Unity Partners said that employee ownership is built into each of its platform investments, and Ampl\u0113o will be launching its own Employee Purpose Plan that allows the company\u2019s employees to share in the firm\u2019s financial success.<\/p>\n<p>\u201cWith demand for managed professional services continuing to grow, we\u2019re excited to partner with Unity and leverage their expertise and exceptional team as we look to capitalize on our momentum and extend our market leadership through organic partner hires and strategic acquisitions,\u201d Ampl\u0113o President Jon Allen said in a statement.<\/p>\n<p>Bennett Tueller Johnson &amp; Deere LLC was legal advisor to Ampl\u0113o on the transaction. Kirkland &amp; Ellis LLP served as legal advisor to Unity Partners.<\/p>\n<p>Don\u2019t miss what\u2019s next. Subscribe\u00a0to\u00a0Dallas\u00a0Innovates.<\/p>\n<p>Track Dallas-Fort Worth\u2019s business and innovation landscape with our curated news in your inbox Tuesday-Thursday.<\/p>\n<p>\u00a0<\/p>\n<p>\tR E A D\u00a0\u00a0 N E X T\t<\/p>\n<ul class=\"rp4wp-posts-list\">\n<li class=\"rp4wp-col rp4wp-col-first rp4wp-col-last\">\n\t<a href=\"https:\/\/dallasinnovates.com\/dallas-stonetree-investment-partners-closes-debut-155m-fund-eyes-manufacturing-companies\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"970\" height=\"464\" src=\"https:\/\/www.europesays.com\/us\/wp-content\/uploads\/2025\/06\/StoneTree-2up-970.jpg\" class=\"attachment-rp4wp-thumbnail-post size-rp4wp-thumbnail-post wp-post-image\" alt=\"\"  \/><\/a><\/p>\n<p>Specializing in buyouts of industrial and manufacturing businesses in the U.S. and Canada, StoneTree said its inaugural fund received commitments from a diverse group of investors, including &#8220;investment funds, family offices, foundations, pension funds, endowments, and OCIOs.&#8221;<\/p>\n<\/li>\n<li class=\"rp4wp-col rp4wp-col-first rp4wp-col-last\">\n\t<a href=\"https:\/\/dallasinnovates.com\/the-last-word-james-loomstein-on-why-digital-marketing-hacks-wont-save-your-startup\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"970\" height=\"464\" src=\"https:\/\/www.europesays.com\/us\/wp-content\/uploads\/2025\/06\/James-Loomsteing-managing-partner-at-Rogue-Marketing-is-an-adjunct-professor-at-Southern-Methodist-U.jpeg\" class=\"attachment-rp4wp-thumbnail-post size-rp4wp-thumbnail-post wp-post-image\" alt=\"\"  \/><\/a><\/p>\n<p>Digital marketing veteran James Loomstein shares why startups need to focus on core business problems, not quick-fix marketing tactics. Here are key insights from 10 years teaching at SMU Cox.<\/p>\n<\/li>\n<li class=\"rp4wp-col rp4wp-col-first rp4wp-col-last\">\n\t<a href=\"https:\/\/dallasinnovates.com\/childrens-health-investing-partners-back-pieces-technologies-with-25m-to-advance-ai-in-hospital-care\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"970\" height=\"464\" src=\"https:\/\/www.europesays.com\/us\/wp-content\/uploads\/2025\/06\/Pieces-RubenAmarasingham-970-970x464.jpg\" class=\"attachment-rp4wp-thumbnail-post size-rp4wp-thumbnail-post wp-post-image\" alt=\"\"  \/><\/a><\/p>\n<p>&#8220;Our mission is to help those who help others,&#8221; says Pieces Technologies CEO Dr. Ruben Amarasingham. With $25M in growth funding, Dallas-based Pieces is gearing up to transform hospital care with AI that streamlines clinical workflows and eases the load on care teams.<\/p>\n<\/li>\n<li class=\"rp4wp-col rp4wp-col-first rp4wp-col-last\">\n\t<a href=\"https:\/\/dallasinnovates.com\/london-based-global-investment-firm-partners-capital-opens-dallas-office\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"970\" height=\"464\" src=\"https:\/\/www.europesays.com\/us\/wp-content\/uploads\/2025\/06\/PartnersCapital-2up-970.jpg\" class=\"attachment-rp4wp-thumbnail-post size-rp4wp-thumbnail-post wp-post-image\" alt=\"\"  \/><\/a><\/p>\n<p>Partners Capital, with over $60 billion in assets under management, said its new Dallas office reinforces its long-standing commitment to local endowments, foundations, family offices, and private clients.<\/p>\n<\/li>\n<li class=\"rp4wp-col rp4wp-col-first rp4wp-col-last\">\n\t<a href=\"https:\/\/dallasinnovates.com\/austin-company-breaks-ground-on-61m-recycling-facility-in-frisco\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"970\" height=\"464\" src=\"https:\/\/www.europesays.com\/us\/wp-content\/uploads\/2025\/06\/The-mayors-of-Frisco-and-McKinney-took-part-in-a-groundbreaking-ceremony-for-a-61M-recycling-facilit.png\" class=\"attachment-rp4wp-thumbnail-post size-rp4wp-thumbnail-post wp-post-image\" alt=\"\"  \/><\/a><\/p>\n<p>Circular Services said the facility will serve as a &#8220;circularity campus,&#8221; able to house a variety of material management services for municipal and commercial customers in McKinney, Frisco, and surrounding communities.<\/p>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"Hannah Incl\u00e1n, VP of investments at Unity Partners, and Bobby Schneider, a Propel team lead at Unity Partners.&hellip;\n","protected":false},"author":3,"featured_media":14986,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5135],"tags":[5229,15250,15251,15252,15253,1596,15254,15255,15256,15257,15258,15259,15260,15261,15262,15263,3221,15264,15265,3743,15266,15267,15268,358,3187,67,586,132,5230,15269,15270,15271,68,2969,15272],"class_list":{"0":"post-14985","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-dallas","8":"tag-america","9":"tag-ampleo","10":"tag-ampleo-acquisition","11":"tag-bobby-schneider","12":"tag-brooks-growth-partners","13":"tag-dallas","14":"tag-dallas-investment-news","15":"tag-dallas-private-equity","16":"tag-employee-ownership","17":"tag-fractional-finance","18":"tag-hr-services","19":"tag-human-resouces","20":"tag-jeremiah-jewkes","21":"tag-lincoln-howell","22":"tag-ma-strategy","23":"tag-managed-professional-services","24":"tag-marketing","25":"tag-marketing-strategy","26":"tag-pe-backed-growth","27":"tag-private-equity","28":"tag-propel-team","29":"tag-strategic-investment","30":"tag-strategic-partnerships","31":"tag-texas","32":"tag-tx","33":"tag-united-states","34":"tag-united-states-of-america","35":"tag-unitedstates","36":"tag-unitedstatesofamerica","37":"tag-unity-investment","38":"tag-unity-partners","39":"tag-unity-propel-team","40":"tag-us","41":"tag-usa","42":"tag-utah-companies"},"share_on_mastodon":{"url":"","error":"Validation failed: Text character limit of 500 exceeded"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/14985","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=14985"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/14985\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/14986"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=14985"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=14985"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=14985"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}