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Founded in 1989, Riverside Partners is a Boston-based middle market private equity firm currently investing Riverside Fund VI, L.P. The fund focuses on growth-oriented companies primarily in the healthcare and technology industries. Riverside Partners is particularly experienced at partnering with founders, owners and management teams and it brings substantial domain expertise and operating experience to its portfolio companies. Riverside typically invests in North American companies with $3-15M of EBITDA that operate across a wide spectrum of the healthcare and technology industries. As entrepreneurs ourselves, we appreciate the challenges of growing businesses and understand the goals and perspectives of business owners and managers. We are more than just financial investors; we are business builders, applying our deep industry expertise, as well as our operating, consulting and investing experience to understanding the fundamentals of businesses and to identifying opportunities for further value creation.
Fidus Investment Corporation is a business development company specializing in leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, mezzanine, growth capital, business expansion, lower middle market investments, debt investments, subordinated and second lien loans, senior secured and unitranche debt, preferred equity, warrants, subordinated debt, senior subordinated notes, junior secured loans, and unitranche loans. It does not invest in turnarounds or distressed situations. The fund prefers to invest in aerospace and defense, business services, consumer products and services including retail, food, and beverage, healthcare products and services, industrial products and services, information technology services, niche manufacturing, transportation and logistics, and value-added distribution sectors. It seeks to invest in companies based in United States. The fund typically invests between $5 million and $15 million per transaction in companies with annual revenues between $10 million and $150 million and an annual EBITDA between $3 million and $20 million, but it can occasionally invest in larger or smaller companies. It seeks to acquire minority equity stakes and board observation rights in conjunction with its investments.
Oaktree is a leader among global investment managers specializing in alternative investments, with $172 billion in assets under management as of March 31, 2023. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,100 employees and offices in 20 cities worldwide.
Lake Harriet Capital, LLC is a Minneapolis, MN based family office founded in 2016 to manage the investment assets for the family of James A. Lawrence. The firm invests its own capital and that of other family offices and institutions with a primary focus on opportunistic and value-add public and private market strategies in commercial real estate, consumer products, and airline/aircraft related businesses.
The goal of all investors, companies and organizations is to achieve a monetizing event, such as the ability to raise capital, perform meaningful research and development, license or commercialize products, reach profitability or execute a strategic transaction. The people who work at Bloom Burton have deep knowledge in medicine, science, patent and corporate law, finance and healthcare invention, development and commercialization. The Bloom Burton team has been dedicated exclusively to the healthcare investment industry for more than a decade and, as a result of our deep expertise and experience, our clients achieve a faster path to their monetizing events.