2025

EHS Insight has recapitalized with Pamlico Capital and Level Equity

EHS Insight

EHS Insight is a leading provider of environment, health and safety (EHS) management software. Designed to help organizations operate safely, sustainably and efficiently, EHS Insight empowers businesses to track, manage and improve their EHS performance with ease. From incident management and audits to compliance, training and sustainability initiatives, EHS Insight delivers one connected platform to help companies of every size stay compliant, reduce risk and build stronger safety cultures. For more information, please visit ehsinsight.com.

The Deal

The company’s goal in the transaction was both to seek a new partner for the next phase of growth while simultaneously seeking liquidity for certain shareholders and Level Equity. The company engaged Lincoln International to run a broad process due to the firm’s deep industry expertise and strong relationships in the sector. Lincoln identified and engaged multiple parties, garnering significant interest and driving a competitive process ending in a recapitalization with Pamlico Capital, along with significant re-investment from existing investor Level Equity and rollover from the company co-founders, Gary McDonald and Eric Stevens.

This transaction is reflective of continued investment interest in the broader EHS category, driven in part by the continued strong underlying market growth and the unique competitive attributes of EHS Insight within this segment.

Our Perspective

Matt Kessler, Lincoln International Managing Director who led the transaction, commented, “We were thrilled to partner with EHS Insight and Level Equity on this important milestone in the company’s continued growth trajectory to achieve their mission and continue building a market-leading platform.”

Level Equity

Level Equity is a lower-middle market private investment firm focused on providing capital to rapidly growing software and technology-enabled businesses. Level provides long-term capital across various transaction types in support of continued growth. The firm has raised over $4.5 billion in committed capital for its closed funds and co-investments and has made over 125 investments since its inception. For more information, please visit www.levelequity.com.

Pamlico Capital

Pamlico Capital is a private equity firm founded in 1988 that invests in growing middle market companies in North America. Pamlico Capital seeks control-oriented growth equity and buyout investments of up to $200 million alongside founders and proven leaders in its target sectors: communications, healthcare IT, information services, software and tech-enabled services. The firm, based in Charlotte, North Carolina, has assets under management of more than $5.0 billion. For additional information, please visit www.pamlicocapital.com.

Connect with a Senior Team Member
Lincoln ran a highly effective process with valuable guidance throughout to deliver a great outcome and position EHS Insight for our next phase of strong growth.
Gary McDonald
Co-Founder and CEO, EHS Insight

Meet our Senior Team

Any information or testimonials contained in this post may not be representative of the experience of other clients and is no guarantee of future performance or success.