Palladium Equity Partners, LLC

Thank you to the New America Alliance?for inviting me to speak at this year's International Symposium in Mexico City. It was an honor to kick off the second day, discussing the exciting opportunities in the fast-growing U.S. Hispanic market, and to have industry icons like Henry Cisneros?and Ambassador Ken Salazar share their perspectives. https://lnkd.in/gGGRnzy6 Palladium Equity Partners, LLC?is a longstanding and proud sponsor and member of the NAA, a leading Latino organization fostering collaboration between Hispanic asset managers and capital allocators from the U.S. and Latin America. This year's theme, "Shaping the Future of Asset & Investment Fund Management," aligns perfectly with that mission. In celebration of Hispanic Heritage Month, we empathize the importance of connecting Latin American and U.S. communities and celebrating the contributions of the 65 million Latinas and Latinos in the U.S. At Palladium, we invest in and transform founder-owned businesses—many of which are Latino-owned and/or focused on the Latino community —into thriving enterprises. The symposium was a wonderful opportunity to engage?with professionals who share this vision and are eager to contribute to the NAA's mission of strengthening America through the achievements of American Latinos. To learn more about the event & the NAA click here: https://lnkd.in/gU5vmqcG ? #HispanicHeritageMonth

Yesterday, my partners?Chris Allen, Alex Funk,?and I had the pleasure of attending this year's Hispanic Latino Business Summit, hosted by?Bank of America?and Alberto Garofalo ? It was a gathering of visionaries, business owners, and entrepreneurs.?During an interview with?Jen Auerbach-Rodriguez, I had the honor of speaking and sharing insights on Private Equity trends in the Hispanic business community. ? At?Palladium Equity Partners, LLC, we firmly believe in the invaluable contributions, rich history, and vibrant culture of the Hispanic community.?Over our 28-year history, we've invested over $1.5 billion in the U.S. Hispanic Market.? ? #HispanicHeritageMonth?

Thank you to?Robert L. Greene (Bob),?Joseph Haslip, and all our friends at the?National Association of Investment Companies (NAIC)?for their consistent leadership and strong partnership during our years of collaboration. ? Daniel Ilundain, CFA, all of my partners?at Palladium Equity Partners, LLC?and I appreciate the recognition.

We are excited to share the article below from the American Journal of Transportation?about?Source Logistics?latest announcement regarding their plans to meet the rising demand for Hispanic goods in the U.S. ? Palladium Equity Partners, LLC?takes pride in our role in supporting Source Logistics and eagerly anticipates the company's future success. With these new strategic initiatives, Source Logistics is poised to be an industry leader.?Congratulations?to co-founders?Raul Villarreal?and?Marcelo Sada, the entire team at Source Logistics, and Palladium Partners?Daniel Ilundain, CFA?and?Chris Allen. Link to article: https://lnkd.in/eteaYt_a

Last week,?BMO Capital Markets?partnered with Latino Leaders Magazine?to host the BMO Index 500 Dinner, recognizing companies listed in the Latino Leaders Index 500, which highlights the largest Latino-owned businesses. ? At Palladium Equity Partners, LLC,?we are proud to congratulate Quirch Foods, TransForce, Paragon Integrated Services Group, and?Del Real Foods?on their performance and for being included in the Latino Leaders Index 500.? ? Since?its founding, Palladium has invested $1.5 billion in the fast-growing US Hispanic market. This demographic group represents?19.5% of the US population and is projected to reach 30% by 2060. With a GDP of $3.2 trillion, the US Hispanic market would rank among the 5th largest economies and one of the fastest growing globally.

In the early hours of the morning,?Palladium Equity Partners, LLC?portfolio company?Kymera International?completed the previously announced acquisition of?Fiven ASA.? ? Congratulations?to?Palladium partner Adam Shebitz?and?Kymera International?CEO?Barton White.? ? Adam Shebitz, Partner at Palladium, shared: "We are thrilled to announce that Kymera has closed on its acquisition of Fiven.?This is a transformative purchase for Kymera, which has now tripled in size from the time of our initial investment.?We look forward to supporting the Kymera and Fiven leadership teams as they execute on their value-creation plans." ? For more information, click the link below for the original press release:? https://lnkd.in/gCeeZ-Y2

Palladium Equity Partners, LLC, Heritage team is?thrilled?to announce Southwest Strategies?acquisition of BergDavis Public Affairs and ColLAborate. ? David MacDonald, Principal at Palladium, shared: "It's been exciting to see Southwest Strategies grow since our initial investment in 2022. The Company has now brought on board the teams from three additional companies: first Katz & Associates in 2023, and now BergDavis and Collaborate. These are incredibly talented teams that expand the Company's services and operations to new clients in new markets. We're thrilled to join forces with them, and we can't wait to see where Southwest Strategies goes next."

Palladium Equity Partners, LLC,?today announced the promotion of Daniel Ilundain, CFA,?Partner?and Co-Head of Palladium’s Flagship fund, to President. ? "For two decades, Daniel has been an integral part of Palladium contributing significantly to the success of Funds II, III, IV, and V...His leadership has been instrumental in doubling our value creation pace over the past five years and he has consistently demonstrated a singular ability to inspire our investment team to new levels of excellence. Daniel is one of the best private equity investors and natural leaders that I have ever known. This is a well-deserved promotion and a testament to Daniel's dedication and the tremendous value he and our team have created for our investors." ? To learn more, click the link below for the full press release: https://lnkd.in/eF7QzFR9

Earlier today,?Palladium Equity Partners, LLC?completed the previously announced?sale of?Trachte LLC?to?nVent. ? Congratulations?to?Daniel Ilundain, CFA,?Scott Kirschner, CFA, and the entire team on closing this significant transaction for the firm.? ? With?the sale of Trachte today,?EverDriven?in February,?and other distributions, we have realized?approximately half of our latest?flagship?fund in the last five months. For more information, access the press release below: https://lnkd.in/egmChDpX

Palladium Equity Partners, LLC?is excited to share news of the recent signing of a definitive agreement to sell Trachte LLC. Scott Kirschner, CFA, a Principal at Palladium Equity Partners, said, "We are extremely proud of the results achieved at Trachte over the past four years and want to thank?Rafael-Diaz Granados,?Shawn Smith?and the entire Trachte team for their partnership. We are excited to continue to see the additional growth potential that the partnership with nVent will bring to the business, its customers and employees, as they capitalize on the multi-generational tailwinds in the markets they serve." Daniel Ilundain, CFA, Partner and Co-Head of Flagship Funds of Palladium, added, "Our investment in Trachte represents yet another excellent example of how Palladium accelerates value creation and drives the businesses in which it invests to the next level. Since acquiring Trachte in 2020, we have worked hand in hand with their team as the Company has grown tremendously, all while providing critical infrastructure products which help power our communities. We wish them all the best as they enter a new partnership with nVent." https://lnkd.in/eTSqPju9