ABOUT BREAKWATER MANAGEMENT

Breakwater Management provides business owners and financial sponsors with flexible financing solutions for a variety of capital needs. We provide both direct loans and private equity to fast-growing lower middle market companies, targeting investments in healthy businesses across industries. Our goal is to deliver highly customized solutions, and to develop long-term relationships with all of our business partners, in many cases as an ongoing strategic advisor.

Breakwater’s diverse team combines an institutional and entrepreneurial approach, and our professionals are committed to the highest level of professionalism and integrity. With an experienced investment team and streamlined process, Breakwater provides timely feedback and can close transactions quickly.



Our Business Principles:

PARTNERSHIP.

Breakwater is foremost a relationship-based firm that cares greatly about our companies, our investors, and our team of talented professionals. Breakwater doesn't simply invest, but seeks to partner with business owners and management teams to help them design and achieve accelerated and sustained business growth.

INTEGRITY.

Integrity is at the heart of our firm and is reflected in all aspects of our business. Our candor, responsiveness and straightforward approach are critical components of our success, and Breakwater's reputation as a trustworthy partner results in an extensive flow of attractive investment opportunities.

GROWTH.

Our firm was founded with and maintains an entrepreneurial spirit that aligns well with the personality and ambitions of growing companies. We seek opportunities where we can support and accelerate growth, investing across industries in companies with strong competitive positions, high margins and high free cash flow. We avoid investments in stressed, distressed or turnaround situations.



What Our Portfolio Companies Say…

 

“We are very excited to continue working in partnership with the professionals at Breakwater. The firm has consistently demonstrated its ability to provide flexible capital as our needs have changed throughout these growth years.”

—Colleen Gray, CEO at Consensus Orthopedics, Inc.
Manufacturer of reconstructive total joint implants

 

“We are delighted to announce Happy Hour’s acquisition of Open Road Entertainment. The follow-on growth capital investment from Breakwater was critical in allowing us to successfully execute on this strategic opportunity in a timely manner.”

—Greg Golden, CFO at Happy Hour Creative, LLC
Los Angeles-based entertainment marketing firm

 

“We greatly appreciate the effort and flexibility of Breakwater in helping to facilitate this acquisition of Triad’s assets. We look forward to assembling world-class talent, growing dominant clusters, and developing L&L into the next growth leader in the market. Breakwater’s speed and flexible approach allowed us to close a complex transaction efficiently.”

—Larry Wilson, Chairman at L&L Broadcasting, LLC
Portland-based radio broadcasting company

 

"We are incredibly pleased to partner with Breakwater and combine their financial strength with our sector expertise to form a superior combined team at BMM. The investment from Breakwater will enable us to acquire the remaining compliance testing licenses in the North American jurisdiction, a significant milestone to expand our service offerings and support our growing global client base.”

—Martin Storm, CEO at BMM Compliance
Global leader in product testing for the gaming industry

 

"We are delighted to be in partnership with the team at Breakwater, and despite strong interest from various private equity groups, we selected Breakwater given its intimate understanding of our brand potential and the personal relationship values of the firm. We opted for a hybrid debt-and-equity arrangement with Breakwater, which has allowed us to retain greater ownership of the business.”

—Ling-Su Chinn, founder of LSC Apparel, LLC, doing business as Planet Blue
Leading California-based lifestyle retailer and fashion brand