Jordan Katz

Advent invests in companies located across the globe. The firm targets companies operating in the fields of business & financial services, healthcare, industrial and technology services. It provides financing for leveraged buyout, recapitalizations, growth and public to private transactions. It also acquires majority and minority ownership.

Provides brokerage services

Functions as a College/University

Crestview Partners invests in small and middle-market companies located in the United States. The firm targets companies operating in the fields of financial services, media, healthcare and industrial sectors. It provides financing for growth and buyouts transactions.

Advent Global Opportunities’ Funds aims to achieve substantial capital appreciation through investments in public and private securities globally. The firm seeks to build a concentrated portfolio of high-conviction, high-quality companies with long-term growth potential. Their global thematic portfolio offers sector and geographic diversification and has a strong bias towards small/mid-cap companies. They employ a fundamental, research-intensive, security selection process and post-investment monitoring program.