Berkley Capital

About The Fund

Berkley Capital is a private equity investment firm specialized in equity with a focus on expansion, management buy-outs (MBO), leveraged buy-outs (LBO), and recapitalizations. The firm was founded in 2002 and operates with the backing of W. R. Berkley Corporation, a Fortune 500 entity known for its substantial financial resources, with stockholders' equity exceeding $6.7 billion and total assets worth $33.8 billion as of the end of 2022. Leveraging this significant capital base, Berkley Capital positions itself as a provider of patient capital, aligning with management teams to drive accelerated growth in middle-market companies. They actively seek buyout and growth equity investments, targeting firms with EBITDA ranging from $5 to $25 million for buyouts and requiring a minimum equity investment of $5 million for growth equity. Berkley Capital's domain expertise extends across various industries such as IT & TMT, Business Solutions, FinTech & Financial services, HealthTech & Fitness, Logistics & Distribution, Aerospace & Defense, with a specific focus on aerospace, financial services, business services, and specialty manufacturing sectors. Their investment criteria are crafted to select companies poised for sustainable growth, offering the strategic support necessary to assist these enterprises in achieving their full potential. As a member of the well-established W. R. Berkley Corporation, Berkley Capital benefits from a robust corporate structure and a wealth of investment experience, as evidenced by their diverse portfolio of past and current investments showcased on their website.