|
|
Office Locations:
|
101 South Tryon Street
Suite 2700
Charlotte, NC 28202
Phone: 704-817-0550
| | |
|
|
|
|
|
Business Services
Financial Services
Life Sciences & Healthcare
Manufacturing & Industrial
Software & Internet
Transportation & Distribution
|
|
|
|
Zwick Partners LP is a Charlotte-based Single Family Office investment vehicle. The firm makes investments in high quality private market business opportunities, typically equity capital in the form of buyouts, growth capital, or re-capitalizations. Zwick looks for situations that it can thoroughly understand as well as people it can fully trust. Although Zwick targets equity investments, the firm has experience investing in other parts of the capital structure. Zwick Partners currently has six direct investments in their portfolio. The Company invests in industrial and business services, health care, specialty finance, enterprise software, transportation, and logistics companies. The firm seeks high quality small business opportunities in the U.S. and parts of Western Europe. Johannes Zwick founded Zwick Partners LP as an investment vehicle for his family in 2012 and began his investment career in 2009 when he started managing separate accounts for various family members. Prior to Zwick Partners, Johannes worked in his family's health care business in Europe on operational and strategic initiatives. Zwick typically does not invest in co-mingled funds or funds of funds. The investment opportunities the firm seeks are usually below $10MM in EBITDA (with a sweet spot in the $1-5MM range).
|
|
|
|
|
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 STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
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 |
|
|
|
|
|
