An Investment Management Company Focused on Privately Held Middle Market Businesses
Z2 is focused on making debt and equity investments in companies owned by families, individuals, and management teams.
Z2 Values Consistency and Growth in Historical Financial Performance
We pay close attention to the details in order to fully comprehend the purpose of a business and its future. We invest collaboratively with you, designing a bespoke capital structure to meet your specific needs.
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Companies With a Majority of Operations in the U.S., Across Most Industries.
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Non-Sponsored (Focus), Independent Sponsor and Sponsor Backed
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Target EBITDA $2MM to $20MM
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Target Investment Size $10MM to $40MM
Tailored Capital Structures for Ambitious Companies
Our focus is on lower middle market, privately negotiated credit and select equity investments. We deliver financing solutions that are delivered swiftly and with certainty.
Direct Lending
Equity Investments
Z2 Takes a Long-term View and Partners with Our Portfolio Companies.
Our name reflects our philosophy on life and investing. Endurance athletes train using heart rate zones. Zone 2, or Z2, is the optimal heart rate zone for those athletes to generate long-term and sustained endurance gains. Z2 is not focused on quick returns, we understand long-term value is created by operating efficiently, putting in a steady effort day-in and day-out to achieve our goals.
We are partners who establish trust, understand businesses’ operations and go beyond being just investors. The relationships we establish are tangible, evidenced by many of Z2’s investors, who include prior owners, operating executives and/or management teams of businesses the Z2 principals have previously invested in.
A Uniquely Different Investment Experience
Trust
We are the most experienced lenders to the lower middle market. Most of our team has spent time as entrepreneurs, executives, and operations managers across a number of industries.
Flexibility
Most lenders have a “credit box” – at Z2 we have a blank piece of paper and a pencil. You tell us what you need and we will help you design a capital structure to meet those needs.
Steadiness
We take a long-term view on our investments and are a steady partner to both our portfolio companies and our investors.
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