FI/PE  Equity Group Investments

     Office Locations:

Two North Riverside Plaza, Suite 600
Chicago, IL 60606
Phone: 312-454-1800
Fax: 312-454-9678



  • Late
  • Middle Market



  • Communications & Networking
  • Energy & Clean Tech
  • Financial Services
  • Life Sciences & Healthcare
  • Real Estate & Construction
  • Transportation & Distribution



    Equity Group Investments is a private investment firm specializing in opportunistic, often complex and contrarian, investments across industries, in public or private companies, with controlling or non-controlling interests, in debt or equity, short- or long-term, at any point in the economic cycle. Founded by Sam Zell in 1968, the firm's multi-billion dollar investment portfolio includes businesses in transportation and logistics, energy, waste and infrastructure, manufacturing, communications, healthcare, agribusiness, insurance, and real estate. Zell also maintains substantial interests in, and is the Chairman of, several public companies listed on the New York Stock Exchange, including Equity Residential (EQR), an apartment real estate investment trust (or REIT; Equity LifeStyle Properties (ELS), a manufactured home and resort community REIT; Equity Commonwealth, an office REIT; Covanta, an energy-from-waste company; and Anixter, a wiring distribution company. Within direct investments, Equity Group Investments invests in distressed, stand-alone capital restructuring, middle market, later stage, mature, turnaround, late venture, PIPEs, bridge, buyout, recapitalization, growth capital, and turnaround investments in large companies. Within fund of fund, the firm invests in private equity funds, venture capital funds, mezzanine funds, hedge funds, and secondary investments.

    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
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    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.
    Bill Bartolotta Executive Producer
    Chris Nilan Managing Director
    David Helfand Co-President
    Evan Harwood Managing Director
    Joe McIntosh Managing Director


    Recent Funding Events (trailing 12 months):







      Covera Health



      Series A


    Portfolio companies include:

      American Classic Voyages

      Antec Corporation

      Blue Chip Broadcasting

      CFI Industries

      Covanta Holding Corporation

      Covera Health
        web link

      Cross Border Xpress

      Eagle Industries

      Equity International

      Grupo Azucarero Mexico

      JL Radio


    Recent News: