What Everberg Capital does

Everberg Capital, LLC is a private capital investment firm founded in 2019 by Scott Siegel in partnership with Belzberg & Co. that provides non-control private capital solutions to U.S. middle market companies. The firm targets companies with $5 million to $75 million in LTM EBITDA and can deploy up to $350 million per transaction (excluding co-investors). Its investment mandate spans senior term loans, unitranche loans, second-lien term loans, last-out term loans, and preferred equity, structured as bespoke capital solutions for acquisition financing, leveraged buyouts, growth capital, recapitalizations, and refinancings.

The firm organizes its activity across four investment verticals — Industrials, Business Services, Consumer, and Healthcare — and serves two primary client types: family-owned businesses and entrepreneurs seeking a non-control capital partner, and financial sponsors seeking speed, certainty, and flexible capital structures for portfolio companies or new acquisitions. Distribution is relationship-driven: Everberg originates directly with company founders, management teams, and sponsors through its network, and frequently co-invests with private equity firms such as 65 Equity Partners, Bain Capital Double Impact, Two Sigma Impact, BayPine, Stone Point Capital, GreyLion, Bertram Capital, and Milestone Partners. The firm operates a proprietary 'S2 scoring system' for investment evaluation and offers operational support capabilities including M&A opportunity discovery, capital markets expertise, six sigma operations assessment, and zero-based budgeting.

Everberg Capital is headquartered in New York (680 Fifth Avenue, 24th Floor) and maintains a second office in Vancouver (1075 West Georgia Street, Suite 2600). Revenue is generated through investment returns (interest income, dividends, and equity appreciation) across its portfolio of disclosed investments spanning managed services, aerospace and defense, dental services, oral surgery, healthcare training, and construction software, among others. Securities and brokerage services are offered through the affiliated Belzberg Capital LLC (Member FINRA); Everberg Capital, LLC itself is not a registered broker-dealer. The firm is a signatory to the UN Principles of Responsible Investment (UN PRI).

Name

Everberg Capital

Legal name

Everberg Capital, LLC

Website

https://www.everbergcapital.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Everberg Capital is a private capital investment firm founded in 2019 that provides non-control bespoke capital solutions — senior loans, unitranche, second-lien, last-out, and preferred equity — to U.S. middle market companies with $5M–$75M LTM EBITDA, serving family-owned businesses and financial sponsors.

Ownership category

akta.pro rank

Product category

Private Credit / Direct Lending

NAICS

Miscellaneous Financial Investment Activities (523999), All Other Financial Investment Activities (52399)

SIC

Miscellaneous Business Credit Institution (6159)

akta.pro primary industry

Middle-Market Lending (FSANADAI)

akta.pro secondary industry

Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)

Keywords

• Private credit lending
• Middle market financing
• Alternative asset management
• Structured capital solutions
• Preferred equity investments

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Others

Revenue model

1. Private Capital Investment Returns: Everberg Capital generates returns through providing non-control private capital solutions including senior term loans, preferred equity, unitranche loans, second-lien term loans, and last-out term loans to U.S. middle market companies. Returns come from interest income, dividend payments, and equity appreciation.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Everberg Capital is a private capital investment firm providing non-control private capital solutions to U.S. middle market companies. It structures senior term loans, unitranche loans, second-lien term loans, last-out term loans, and preferred equity investments, paired with operational support, M&A advisory, and capital markets expertise for acquisition financing, leveraged buyouts, growth capital, recapitalizations, and refinancings.

Product overview

Everberg Capital is a private capital investment firm, not a technology product company. The company provides bespoke private capital solutions, operational support, and capital markets expertise to U.S. middle-market companies. Their offering architecture is not structured as a platform-plus-modules; rather, they provide investment capital and strategic support services. The company's activities are organized around investment verticals (Industrials, Business Services, Consumer, Healthcare) and transaction themes, not discrete software products or modules.

Differentiator

Problem solved

Functional benefit

Products and services

• Senior Term Loans

Named customers6 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/everbergcapital

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments22 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Everberg Capital