# Uplift Investors

> Uplift Investors is a Darien, Connecticut-based middle-market private equity firm founded in 2025 by Will Hausberg, Doug Rosenstein and Brad Skaf. Its $670 million debut fund targets North American services companies with $10 million to $40 million of EBITDA, using a 5-5-5 framework that crosses five business models with five services sectors and supports them through five in-house Value Creation Centers.

- **Founded:** 2025
- **Headquarters:** Darien, Connecticut, United States
- **Founders:** Will Hausberg (Co-Founder and Managing Partner), Doug Rosenstein (Co-Founder and Managing Partner), Brad Skaf (Co-Founder and Managing Partner)
- **Team size:** 18 employees listed on LinkedIn as of August 2026
- **Products:** Middle-market private equity investment, 5-5-5 Framework, Value Creation Centers, Orion Legal MSO, IMS Legal Strategies
- **Notable:** Closed its inaugural fund at the $670 million hard cap in July 2026., Completed two platform investments within roughly a year of founding and reported a third signed at the Fund I close., Formed Orion Legal MSO with Dudley DeBosier and expanded it to include Hughes & Coleman, John Foy & Associates and Bottaro Injury Lawyers.

## Products & services

- **Middle-market private equity investment** — Control-oriented investment and partnership for North American services companies generally producing $10 million to $40 million of EBITDA.
- **5-5-5 Framework** — A sourcing and underwriting system crossing five scalable business models with five resilient services sectors and evaluating each opportunity through five Value Creation Centers.
- **Value Creation Centers** — In-house support in organizational design, technology/data/AI, go-to-market, talent acquisition, and M&A/integration, led by functional operators.
- **Orion Legal MSO** — A portfolio platform providing non-legal marketing, finance, technology, talent and administrative support to independent plaintiff law firms.
- **IMS Legal Strategies** — A portfolio company providing expert witness, litigation consulting, jury research, trial graphics and presentation technology to law firms and corporations.

## Achievements

- Closed its inaugural fund at the $670 million hard cap in July 2026.
- Completed two platform investments within roughly a year of founding and reported a third signed at the Fund I close.
- Formed Orion Legal MSO with Dudley DeBosier and expanded it to include Hughes & Coleman, John Foy & Associates and Bottaro Injury Lawyers.
- Acquired IMS Legal Strategies, described as the largest network-based expert-witness provider in the United States.
- Built five operator-led Value Creation Centers alongside its investment team.

## Latest updates

- **2026-07** — Closed Fund I at an oversubscribed $670 million hard cap, with two platforms closed and a third signed.
- **2026-07** — Bottaro Injury Lawyers joined Orion Legal MSO as a partner firm.
- **2026-06** — John Foy & Associates joined Orion Legal MSO as a co-founding partner firm.
- **2026-05** — Hughes & Coleman Injury Lawyers joined Orion; Lee Coleman was appointed chair of its National Advisory Board.
- **2026-04** — Completed the acquisition of IMS Legal Strategies for undisclosed terms.
- **2026-03** — Appointed Evan Trent chief strategy officer and leader of the M&A and Integration Value Creation Center.
- **2026-01** — Launched Orion Legal MSO with Dudley DeBosier, Uplift's first platform investment.

## Links

- Website: https://www.upliftinvestors.com/
- LinkedIn: https://www.linkedin.com/company/uplift-investors/

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Profile page: https://yespress.io/uplift-investors
Published by YesPress — https://yespress.io
Last updated: 2026-08-16