Investment Strategy

Beringea invests $2 -$15 million in equity and/or subordinated debt in companies seeking capital for business expansions and growth, ownership transitions, leveraged buyouts, recapitalizations and refinancings.



Prospective portfolio companies usually fulfill the following criteria:

  • Revenue between $5 million and $100 million;
  • EBITDA up to $20 million;
  • Impressive financial and operation metrics;
  • Proven business model targeting a large and growing addressable market;
  • Defensible market position, and
  • Exceptional management team excited about its company’s future.


This website is intended solely to provide information regarding Beringea's potential financing capabilities for prospective portfolio companies and does not constitute an offer of investment management or investment advisory services by Beringea or any of its affiliates. Any such offer may be made only by way of delivery of certain disclosure materials relating to Beringea, as the case may be, and its investment process, including Part 2 of its U.S. Securities and Exchange Commission Form ADV.

Alternative investing is speculative and involves substantial risk, including the possible loss of the entire amount invested. No assurance can be given that any investment account managed or advised by Beringea or its affiliates will achieve its objectives or avoid losses. Past performance is not necessarily indicative of future results, and the performance of any investment account managed or advised by Beringea or its affiliates could be volatile.

Representative investments are not to be considered a complete list of all investments made or currently held by Beringea's funds. The "Investor Login" is solely for the use of existing limited partners of investment funds sponsored by Beringea and is intended to provide electronic copies of information that existing limited partners have received already as investors in Beringea funds. Full Disclaimer

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