Recursiv Capital Partners

AI-NATIVE
Capital Provider
For The
LOWER MIDDLE MARKET

Deploying capital at the inflection point where AI transforms the lower middle market.

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Our Conviction

We are entering an era of recursive acceleration — where AI systems improve themselves faster than markets can reprice the businesses they transform.

Recursiv Capital exists to deploy capital at this inflection point, backing the operators and businesses best positioned to compound in a world of digital labor.

The Four Pillars
01

AI-Native Operations

Every platform investment receives a shared AI agent stack — automating scheduling, dispatch, billing, compliance, and customer workflows so human capital focuses exclusively on high-value work.

02

Physical + Relationship Moats

We target businesses where AI amplifies but cannot replace the core — field service technicians, licensed specialists, and embedded client relationships that are inherently human.

03

Fragmented Markets

Consolidation opportunities in industries where the typical competitor is a founder-operated business without institutional infrastructure.

04

Operator Partnership

We back independent sponsors and operators who combine deep sector knowledge with a growth mindset. Our capital is flexible — LP co-invest, GP stakes, or direct majority acquisitions.

Target Sectors

Essential.
Fragmented.
Underdigitized.

B2B and essential services businesses with recurring revenue characteristics, pricing power, and meaningful knowledge-work overhead that AI agents can systematically improve.

B2B Commercial and Residential Landscaping
Field Services (HVAC / Plumbing)
Other Essential Residential Services (Roofing, Fencing, Septic, etc.)
Maintenance Services
Specialty Distribution
Value-Added Manufacturing
General Business Services
Construction (Consumable or Attachment Products / Rental Services)
Investment Mandate

How We Invest

Structure

LP co-invest alongside independent sponsors & LMM buyout groups; direct majority acquisitions; selective GP stake positions

Target EBITDA

$1M – $10M+

Deal Approach

Deal-by-deal; flexible deployment across structures and hold periods

Geography

United States, with preference for high-growth metro and sunbelt markets

Edge

AI-native operating platform deployed post-acquisition; shared back-office infrastructure; proprietary deal flow network

Sponsor Criteria

Operators with deep sector experience, AI-forward mindset, and alignment on value creation

"The best businesses of the next decade will be acquired, transformed and compounded - by operators who understood what was coming before the market did."

Recursiv Capital Partners

The Intake

Inquiry Terminal

Deal flow, LP inquiries & sponsor partnerships

Inquiry Type