Breakwater is an SEC registered investment advisor that was founded in 2009, and currently manages four funds and investment vehicles for institutional and high net worth investors.
We focus on majority and minority equity investments in innovative Media & Entertainment, Marketing and Tech-Enabled Services companies. Historically, we have also been a provider of senior loans complemented with non-control structured preferred or common equity to both business owners and financial sponsors.
Why We are Different
Our team brings real differentiation via our experience in having operated and invested in private companies in our target sectors as well as having been senior leaders in leading global asset management platforms.
INVESTMENT SIZE & STRUCTURES
We are genuinely committed to building longstanding relationships with our partners based on transparency, inclusiveness and trust. We have a long history of working collaboratively with management teams to create win-win outcomes.
We distinguish ourselves by being a flexible capital solutions provider, supporting a variety of capital uses including growth, acquisitions and distributions.
We have decades of transaction and operating experience which enables us to be focused in our due diligence, extremely responsive, and capable of executing quickly and efficiently.
We have collectively supported our portfolio company teams with hundreds of organic growth initiatives and add-on acquisitions, and can therefore bring a wealth of best practices to assist with expansion and scalability.
PARTNER & CFO
DIRECTOR OF OPERATIONS
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