XYZ Investment Partner

Review the firm’s investment approach, organizational profile and preferred investor relationships.

Open to Introductions Request Introduction

Firm Summary

Manager overview

Type

Private Credit

Primary Strategy

Mezzanine

Year Founded

2005

Location

Boston, MA

AUM

$50M-$100M

Investment Professionals

5-10

Typical Transaction Size

$250k-$1M

Industry Focus

Healthcare

Geography Focus

Northeast

Investment Vehicle Types

Investment Fund, Co-Investment

Investment Thesis

We do Mezz stuff. Typically in lower middle market

Firm Overview

We’ve been around for a while. Great culture. We have lots of pipelines

Introduction Preferences

High Net Worth Investors Family Offices RIAs

Public Information