FI  Zwick Partners

https://www.zwickpartners.com/





     Office Locations:

101 South Tryon Street
Charlotte, NC 28202
Phone: 704-817-0516

 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Financial Services
  • Life Sciences & Healthcare
  • Manufacturing & Industrial
  • Software & Internet
  • Transportation & Distribution

  •  

    Description:

    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 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 Batten Partner
    Johannes Zwick Founder and Managing Partner

     

    Portfolio companies include:

     

    Recent News:


      There is no recent news for Zwick Partners.