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

President and Principal

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 President and Principal, 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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Doug Anderson

VP of Operations for Percipio/COO for Harvest Development

Relationships. Respect. Results. After a 15-year career in banking, Doug learned that success in business, regardless of industry, was based on relationships: relationships with clients and vendors built on trust, and relationships with colleagues based on respect.

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Jay Bortolini, CPA

Vice President of Finance

Planning. Innovation. Teamwork. As Vice President 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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Karen Durbin

Director of Recruiting

Passionate. Dedicated. Motivated. Those three words describe Karen’s daily commitment both professionally and personally. Karen finds inspiration in the simple things around her and more importantly, she makes it a personal goal to inspire others.

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Nick Burianek, CPA

Vice President of Financial Consulting

Plan. Execute. Evaluate. As Vice President, Financial Consulting 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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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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Ben Green

Consulting Associate, Finance Practice

Observe. Action. Educate. As a Consulting Associate at Percipio Partners, Ben observes and recommends business activities that allow his clients to implement updated strategies that both improve efficiency and use financial assets to fuel business growth.

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Susan Parkinson

Consulting Associate, Finance Practice

Learn. Organize. Build. As a Consulting Associate in Percipio’s Finance Practice, Susan assists business owners and their staff with a wide variety of unique needs.

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Angel Grove

Director, Property Management

Quality. Service. Knowledge. As the Director of Property Management for the real estate division, HD-Omaha, Angel knows that a high level of customer service is the key to success.

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Jim Goulding

Director, Real Estate Financials

Adapt. Collaborate. Grow. As the Director of Finance for HD-Omaha, Jim understands that growth and success come from being able to adapt to ever-changing market conditions and effectively collaborate with different personalities.

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Darion Shropshire

Director, Construction & Property Maintenance

Accuracy. Efficiency. Reliability. Maintenance is not just the turn of a screwdriver, and Darion understands that. He consistently demands high quality workmanship from his team in a timely manner.

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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

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