Welcome to Percipio Partners

You and Us

We are entrepreneurs that strive to be best-in-class partners. Our focus is identifying opportunities and relationships across asset classes, ranging from agricultural land to venture capital, where our involvement helps to make the sum of the venture greater than its parts. Our team invests in and supports the prudent management of long-term assets.

Scope & Strengths

Legacy Capital

Percipio Partners invests in established businesses seeking strategic capital to expand on their success. We bring experience in manufacturing, industrial processes, business services, and hospitality.

Consulting Services

Percipio Partners provides consulting services in the areas of Human Resources, Staffing, Finance and IT.

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Partner Support

Our service platform is purpose-built to assist our operating partners. Whether we are providing capital, staffing, expertise, or scale, our team is dedicated to helping build lasting businesses.

Real Estate

Our real estate platform owns and manages agricultural, multifamily, and commercial properties. We are seeking the opportunity to acquire, build, and partner on projects in the Midwest and Southeast.

Our Team

James H. Rich

Founder & Principal

Shepherd. Mentor. Catalyst. Those three words mean a great deal to Jim. As CEO and investment committee chairman for Percipio, the investment holding company he founded, Jim’s focus is twofold — to shepherd the capital entrusted to him by his investors and to mentor his loyal team of professionals as they seek to spur business growth.

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William S. Ellis

Founder & Principal

Consult. Conserve. Create. Those three words mean a great deal to Bill. As a co-founder and investment committee vice chairman for Percipio, Bill is passionate about problem-solving, particularly around process controls.

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Bret E. Cain

Principal & COO

Great tech + even better people = business success. Bret knows this formula is true because he has spent a lifetime proving it. Before becoming Percipio’s COO, Bret built several successful businesses, including a litigation discovery company that grew to over 100 employees with $9 million in annual revenue and a client roster of large, prominent law firms.

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Jay Bortolini

Senior Director of Finance

Planning. Innovation. Teamwork. As Senior Director of Finance for Percipio, Jay knows that planning and innovation within a great team leads to a successful business.

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Kristin Olson

Consulting Manager, Human Resources Practice

Care. Communicate. Connect. These three “C’s” sum up Kristin Olson’s workplace values.

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Jim Roy

Vice President of Human Resources Strategy

Passionate. Caring. Motivated. Jim takes those three words seriously when working with his clients and his peers. He is passionate about making his clients better, using his background and experience.

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Jeremy Morris

Director of Business Strategy

Relentless. Strategic. Negotiator. These three words explain how Jeremy simply and efficiently gets the job done for his clients. Jeremy is a client-focused business strategy leader with a passion to improve businesses from all walks of life. Jeremy has built his knowledge in many industries including insurance, construction, manufacturing, and staffing. No project is too big or too small for Jeremy to give 100% and he looks forward to every challenge thrown his way.

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Nick Burianek

Consulting Manager, Finance Practice

Plan. Execute. Evaluate. As a Consulting Manager at Percipio Partners, Nick works alongside business owners and their employees to maximize financial department efficiency and improve the overall performance of the company.

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Andrew Bartholet

Consulting Associate, Finance Practice

Strategize. Optimize. Innovate. As a Consulting Associate at Percipio Partners, Andrew works with business leaders to find and implement financial strategies that maximize the potential of businesses and their resources.

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Seth Barkley

Consulting Associate, Finance Practice

Analyze. Adapt. Achieve. As a Consulting Associate at Percipio Partners, Seth specializes in working with businesses to leverage their financial assets in order to maximize business growth.

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Our Values

Integrity

Integrity is the quality of being honest and having strong moral principles. We pride ourselves on honesty, trust, and doing the right thing for our customers, our team and our company.

Dedication

We devote ourselves wholly and earnestly to our customers. We’ll go above and beyond to get the job done.

Adaptability

In our industry, one must readily adjust for different conditions. We’re always looking for the best possible path and can quickly pivot based on new conditions.

Professionalism

We always provide service to our clients and co-workers in a professional and respectful manner. No exceptions.

Positivity

Positivity is a staple in our company culture. This goes for our entire team, and we know this attitude produces excellence.

Tenacity

We always operate with a “can-do” attitude. We’ll always accept personal accountability towards our goals and will overdeliver in the pursuit of success.

Investor Newsletters

July 2021

As we entered 2021, we were firmly in the grip of a global pandemic. The rate of infections and deaths across the country were on the rise and did not peak until mid-to-late January. With this bad news as a backdrop there was cause for great optimism from vaccines that were becoming widely available. There was truly a light at the end of the tunnel and not simply another train speeding toward us.

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January 2021

The highlights of this newsletter detail a continuing focus on growing and optimizing our real estate portfolios, expanding our private equity investment footprint, and lending business operations support to our partners.

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July 2020

In late January as I was writing my last newsletter only the first hints of the black swan event we are still navigating were beginning to emerge. Shortly thereafter the full reality of a global pandemic was thrust upon all of us.

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January 2020

Percipio Partners finished 2019 on a strong note and enters 2020 with several initiatives underway that will keep us busy executing well into the new year.

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July 2019

It’s been an active summer for Percipio Partners. We are working on a number of exciting new entrepreneurial ventures and are continuing to assist our operating partners by providing insight, management and operational guidance for long-term success.

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January 2019

Welcome to the new year and our first newsletter of 2019. As you will see from the following highlights, the last half of 2018 demonstrated how we create value for our clients through smart real estate management, future-focused initiative development and growth opportunity capture. With 2018 behind us, we look forward to taking advantage of all the potential that awaits.

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