Breakwater Management

About The Fund

Breakwater Management is a private equity firm that specializes in direct investments in lower middle market growth businesses. With a focus on generating both current income and capital appreciation, they provide secured debt investments with equity participation rights, primarily targeting growth-oriented companies across various industries. Breakwater, founded in 2006 and based in Los Angeles, California, leverages their expertise in debt and equity to support expansion, later-stage developments, management buyouts/leveraged buyouts (MBO/LBO), acquisitions, and recapitalization efforts. Operating as a private equity fund, they cater to the industries of software (such as Web Marketplace and SaaS), IT & TMT, media, business solutions, FinTech & financial services, HealthTech & fitness, food & beverage, and logistics & distribution. Their investment approach is highlighted by their commitment to integrity, partnership, and growth. Breakwater was established in 2009 and manages four funds and investment vehicles for institutional and high-net-worth investors. They focus on majority and minority equity investments in Media & Entertainment, Marketing, and Tech-Enabled Services companies. Additionally, they have a history of providing senior loans complemented with non-control structured preferred or common equity to business owners and financial sponsors. They seek companies with at least $25 million revenue and $5 million EBITDA, and their investments are typically above $20 million. Breakwater prides itself on its flexibility, offering a variety of capital solutions and maintaining a collaborative approach with management teams to drive win-win outcomes. Their team has extensive transaction and operating experience, providing focused due diligence, responsiveness, and efficient execution capabilities. They also support their portfolio companies with organic growth initiatives and add-on acquisitions, bringing a wealth of best practices to help with expansion and scalability.