Wasserstein & Co.

About The Fund

Wasserstein & Co. is an independent private equity and investment firm with operations rooted in the rich history of the merchant banking group of Wasserstein Perella & Co., Inc. Founded in January 2001, this firm set out on its own when Wasserstein Perella was acquired by Dresdner Bank. Headquartered in New York and extending its presence to Los Angeles, Wasserstein & Co. primarily serves the investment needs of the Wasserstein family alongside an array of respected institutional and individual investors. Their client base includes public and corporate pension funds, foreign governmental entities, endowments, foundations, and affluent families. Wasserstein & Co. is well-versed in executing mid-market leveraged buyout investments through Wasserstein Partners and delves into the realm of high yield bonds and leveraged loans via Wasserstein Debt Opportunities. With an investment minimum threshold of $2,500,000 and a cap of $26,000,000, the firm showcases flexibility and aptitude in handling considerable financial undertakings. Their sector focus spans across Software, IT & TMT, Media, Hardware & Manufacturing, CleanTech, and Food & Beverage. The reputable Senior Partners, Anup Bagaria, Robert Fogelson, Ellis Jones, and George Majoros, bring over two decades of shared experience to the firm’s management. They underscore the firm’s adeptness at fostering wealth generation across generations, pinning responsible growth on partnership vision and experience. The firm’s dedicated arm, Wasserstein Debt Opportunities Management, LP, is an SEC-registered investment advisor inaugurated in May 2013 by Rajay Bagaria with support from the Bruce Wasserstein family office, emphasizing high absolute returns from performing, price-discounted high yield debt.