PE  Rosemont Investment Partners

http://www.rosemontpartnersllc.com





     Office Locations:

200 Barr Harbor Drive, Suite 400
Conshohocken, PA 19428
Phone: 610-834-1370
Fax: 610-832-1265

 

Stages:

  • Middle Market


 

Industries:

  • Financial Services

  •  

    Description:

    Rosemont Investment Partners, LLC is a private equity firm focused exclusively on making investments in asset managers who face an ownership dilemma. Rosemont was formed in May 2000 to provide capital to fund management buyouts, recapitalizations and selected start-ups in the asset management industry. Rosemont seeks meaningful minority interests alongside management teams who control the majority of the company's equity. Portfolio companies are structured to create competitive compensation mechanisms that are balanced between near-term income and long-term value creation. Rosemont seeks to invest between $10 million and $100 million in equity in transactions resulting in equity stakes of 10% to 40%. Rosemont prefers to be the sole outside investor in its portfolio companies although it will lead transactions in which co-investors are required or desired, resulting in potential equity commitments of up to $100 million. Target investments are profitable or are generating revenue and expect to be profitable within 12-18 months. Management teams will typically be expected to invest alongside Rosemont in support of their business.


     

    Funds:


      Fund Name


      Amount


      Date

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    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Bradley L. Mook CFA Managing Director
    Charles B. Burkhart CEO
    Melinda S. Bugg Chief Administrative Officer
    Sam Schecter EA, CFP, CMC Chief Financial Officer

     

    Portfolio companies include:

     

    Recent News: