An Investment Management Company Focused on Privately Held Middle Market Businesses

At Z2, we believe there is a void in the capital markets for companies that are seeking capital and the providers they can access. When your business is not receiving enough attention from traditional banks, and you do not want to bring in an institutional equity partner, Z2’s capital is there for you.

We invest across the capital structure, making debt and equity investments that are structured to meet the unique needs of each of our portfolio companies.

Our Story

The Z2 Philosophy

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.

Flexible Services

Tailored Capital Structures for Ambitious Companies

Our focus is on the middle market, privately negotiated credit and equity investments that are delivered swiftly and with certainty.

Direct Lending

  • Cash Flow: Senior Secured, Term Loan A & B

  • Working Capital: Asset Backed, Revolving

  • Structured: Distressed Credits, Bridge Loans, DIPs, Exit Financing

Debt + Equity Co-Investment

  • Preferred Equity (Redeemable and Convertible)

  • Common Equity, Majority and Minority Ownership

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Investment Criteria

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.

Companies With Operations Primarily in the United States, Across Most Industries
Non-Sponsored, Independent Sponsor and Sponsor Backed
No EBITDA Minimum ($4 million to $25 million focus)
Cash Flow, Enterprise Value and Asset Based Investments
$10 million to $100 million Target Investment Size
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Our Values

A Uniquely Different Investment Experience

01 Trust

We are one of the most experienced lenders to the middle market. Most of our team has spent time as entrepreneurs, executives, and operations managers across a number of industries.

02 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

03 Steadiness

We take a long-term view on our investments and are a steady partner to both our portfolio companies and our investors.

News & Press

Recently from Z2

Z2, a new alternative investment manager focused on debt and equity investments in non-sponsored, lower middle market businesses in North America, launched today.
Press Release
October 24, 2022

Z2 Investment Management Brings Flexible Capital to the Lower Middle Market

Z2, a new alternative investment manager focused on debt and equity investments in non-sponsored, lower middle market businesses in North America, launched today.

Ready to discuss your capital needs?

Get in touch for additional information about Z2 Investment Management.