Amplēo (Lehi, UT) has secured a strategic investment from Unity Partners LP (Dallas, TX) to accelerate growth, expand services, and boost national reach in fractional finance, marketing, HR, and valuation—cementing its leadership in managed professional services.
Lehi, Utah - June 26, 2025
Amplēo, a pioneer in fractional finance, marketing, and HR services, has announced it has secured a transformative strategic investment from Unity Partners LP, a Dallas-based private equity firm. Unity joins forces with existing backers—including Amplēo’s management team and Brooks Growth Partners, led by Amplēo board member Jeremiah Jewkes.
Financial terms were not disclosed.
Founded in 1996 and headquartered in Lehi, Utah, Amplēo has revolutionized outsourced CFO and controller support for small and mid-sized businesses. In recent years, the company has steadily expanded into fractional CMO and CHRO leadership.
Over the past 12 months, Amplēo has accelerated its platform through strategic acquisitions: Stage Marketing, The Sales Tax People (Peisner Johnson), and now Peak Business Valuation. The acquisition of Peak Business Valuation—a highly respected advisory firm with partnerships across 90+ SBA lenders—marks a pivotal leap in value-added services, ensuring clients gain robust tools for M&A, succession planning, litigation, and growth strategy.
Amplēo CEO Lincoln Howell commented, “With Unity’s partnership, Amplēo is positioned to elevate our nationwide reach—leveraging fractional finance, marketing, HR, and now valuation services from under one roof. Our clients get a unified, expert-driven edge to scale smarter and faster.”
Amplēo at a glance:
Unity’s Investment Team VP Hannah Inclán added, “Amplēo exemplifies the platform we seek: a visionary leadership team, ownership-first culture, and a dominant position in a fragmented market. We see massive organic and M&A upside to build on their solid base.”
Amplēo will also launch an Employee Purpose Plan, extending ownership incentives to its growing professional team—a cornerstone of Unity’s investment philosophy. Amplēo President Jon Allen noted, “Amplēo is riding a tidal wave. Demand for fractional professionals is up 23% year-over-year and 170% since 2022. Unity’s capital and expertise will help us seize that momentum—adding partners, making smart acquisitions, and cementing market leadership.”
Bobby Schneider, Propel Team Lead at Unity, emphasized, “We’ll turbocharge Amplēo through tech upgrades, systemic improvements, service expansion, and key hires—accelerating performance and valuation.”
Legal counsel in the deal were Bennett Tueller Johnson & Deere who advised Amplēo and Kirkland & Ellis who represented Unity.
Amplēo is defining a new category—comprehensive fractional executive platforms—with formidable momentum. This Unity investment not only validates their one-stop model but also signals a major expansion of reach and capability. For SMBs eager for senior-level talent at smart cost, Lehi-based Amplēo is the platform to watch.
For more information, visit www.unitypartnerslp.com and ampleo.com.