At Helium Equity Partners, our strength lies in our experienced team and extensive network for deal sourcing. We employ a trusted due diligence process, leveraging proven procedures to ensure thorough evaluations. Our management, seasoned fiduciaries with a track record of successful capital allocation, works alongside a network of professional services firms and RIAs to access unique investment opportunities. With our team’s combined years of experience as capital allocators, we’re committed to maximizing value and delivering exceptional results for our clients.
Evaluating performance, risk, and potential returns of investment opportunities to guide investment decisions.
Your Trusted Advisor On a Whole New Level
Helium Equity Partners is a boutique private equity firm specializing in the acquisition and operation of businesses to create tax effecient growth and value through operational improvements, innovation, and strategic guidance. Born out of the Helium Financial Group, established in 2016, Helium Equity Partners is headquartered in Scottsdale, Arizona with offices in Seattle and the Bay Area.