Uplift Investors has completed the fundraising for its first private equity fund, securing $670 million in commitments as it begins executing its investment strategy focused on service-oriented businesses.
The Connecticut-based investment firm has already put capital to work through several acquisitions and platform-building initiatives, marking an active start following its launch.
Broad Institutional Support Fuels First Fund
The inaugural fund attracted backing from a wide range of institutional and private investors.
Its limited partner base includes pension funds, university endowments, charitable foundations, insurance companies, and family offices, reflecting strong confidence in the firm’s investment approach despite its recent establishment.
The successful fundraising provides Uplift Investors with significant capital to pursue opportunities across multiple service industries while expanding its portfolio of companies.
Firm Built Around a Specialized Investment Strategy
Established in March 2025, Uplift Investors was founded by Will Hausberg, Doug Rosenstein, and Brad Skaf.
The firm distinguishes itself through a business model-focused investment philosophy rather than concentrating solely on traditional industry classifications.
Its strategy revolves around a proprietary “5-5-5 Framework,” which is designed to identify businesses operating at the intersection of scalable business models and attractive service sectors.
The approach is intended to create repeatable value across investments through standardized operational improvements and strategic growth initiatives.
The Core Elements of the 5-5-5 Framework
The firm’s investment framework combines three key pillars.
On the business model side, Uplift targets companies involved in dual-sided networks, functional outsourcing, professional services, route-based services, and information services.
These opportunities are evaluated across five primary service sectors: knowledge and talent solutions, legal services, technical trades, financial services, and industrial services.
To support portfolio companies after acquisition, Uplift also relies on five dedicated Value Creation Centers focused on organizational design and leadership development, go-to-market strategy, talent acquisition and workforce optimization, technology, data and artificial intelligence implementation, and mergers and acquisitions integration.
Early Investments Already Underway
Even before completing the fundraising process, Fund I had begun deploying capital into strategic investments.
Among its first initiatives was the creation of Orion Legal MSO, a managed services organization designed to provide operational support for leading plaintiff law firms.
In a separate transaction, the firm also acquired IMS Legal Strategies, a global company specializing in expert witness services, litigation consulting, and jury research.
These transactions underscore Uplift’s emphasis on building and expanding businesses within the legal services ecosystem while demonstrating the practical application of its investment framework.
Growth Strategy Positioned for Expansion
With its first fund now fully closed and initial investments already completed, Uplift Investors is positioned to continue expanding its portfolio across service-focused industries.
Backed by substantial institutional capital and a structured value creation methodology, the firm plans to pursue additional opportunities that align with its scalable business model strategy while supporting long-term growth across its portfolio companies.
Summary
Uplift Investors has successfully closed its inaugural private equity fund at $670 million, backed by a diverse group of institutional investors.
Founded in 2025, the firm applies a proprietary 5-5-5 Framework to identify and grow service-focused businesses.
Fund I has already launched Orion Legal MSO and acquired IMS Legal Strategies, signaling an active investment strategy as the firm expands its presence in the private equity market.
