Breakwater Investment Management

Name

Breakwater Investment Management

Legal name

Breakwater Management LP

Website

https://www.breakwatermgmt.com/

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Private Equity / Investment Management

NAICS

Portfolio Management and Investment Advice (52394), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Business Services (B2B) Growth Equity (FSANACAD)

Keywords

• Private equity
• Lower middle market
• Control equity investments
• Media entertainment
• Tech-enabled services

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Private Equity Management: Breakwater generates revenue through management fees and carried interest from its seven funds and investment vehicles, managed on behalf of institutional and high-net-worth investors. The firm invests capital from these vehicles into portfolio companies and earns returns through operational value creation, strategic acquisitions, and eventual exits.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Breakwater Investment Management is a private equity firm that makes control equity investments in lower middle market companies across Media & Entertainment, Marketing, and Tech-Enabled Services sectors. The firm manages seven funds and investment vehicles on behalf of institutional and high-net-worth investors, deploying $20+ million per transaction through control buyouts, growth equity infusions, and recapitalizations into companies with $25+ million revenue and $5+ million EBITDA.

Product overview

Breakwater Investment Management is a private equity firm offering a unified investment platform focused on control equity investments in the Media & Entertainment, Marketing, and Tech-Enabled Services sectors. The firm manages seven funds and investment vehicles on behalf of institutional and high-net-worth investors, targeting companies with $25+ million revenue and $5+ million EBITDA through $20+ million investments. The portfolio encompasses diverse branded businesses across marketing services (Chemistry), digital health technology (TracPatch), precious metals investment (Advantage Gold), nutritional supplements (SmartyPants), hospitality services (Apex Linen, Exhale Enterprises), lifestyle retail (Planet Blue), restaurant concepts (The Madera Group), construction services (Matcon Group, U.S. Fence Solutions), media (Alpha Media, Napster), entertainment (Open Road Entertainment, House of Blues, Loot Crate), gaming compliance (BMM Compliance), and healthcare devices (Consensus Orthopedics).

Differentiator

Problem solved

Functional benefit

Products and services

• Breakwater Investment Management Platform
• Control Buyout Investments
• Growth Equity Infusions
• Recapitalizations

Named customers8 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Matcon Group of CompaniescoreStrategic or Co-development Partner · 24 August 2021Breakwater made its inaugural platform investment in Matcon Group, partnering with Matcon's management team. The investment was supported by co-investors and debt financing for this Canadian civil infrastructure contractor specializing in excavation and shoring services.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• H.I.G. Capital: H.I.G. Capital is a global private equity firm focused on control investments in the lower middle market, with strategies spanning buyout, growth, and special situations. It is directly comparable to Breakwater given the shared lower middle market focus, control equity orientation, and team pedigree overlap (Aamir Amdani is a former H.I.G. professional).
• Sun Capital Partners: Sun Capital Partners is a lower middle market private equity firm operating control buyouts and growth equity investments across consumer, retail, and industrial sectors. It is directly comparable to Breakwater for similar fund size, control equity orientation, and Alec Dorman's prior employment at the firm.
• Brentwood Associates: Brentwood Associates is a Los Angeles-based private equity firm investing control equity in consumer and technology-enabled businesses in the lower middle market. It is directly comparable to Breakwater given shared Southern California base, similar fund scale, and overlap in consumer-facing portfolio themes.
• Wynnchurch Capital: Wynnchurch Capital is a middle market private equity firm focused on control investments in operating businesses undergoing operational or cyclical challenges. It is directly comparable to Breakwater in fund size, control equity strategy, and diversified B2B/consumer portfolio approach.
• Palladium Equity Partners: Palladium Equity Partners is a middle market private equity firm pursuing control investments in lower middle market companies across consumer, services, and industrials. It is directly comparable to Breakwater in fund size, sector breadth, and focus on partnering with founder-led businesses.
• Gen Cap America: Gen Cap America is a private equity firm focused on control acquisitions of lower middle market operating businesses. It is directly comparable to Breakwater given the similar target investment size ($20M+ equity checks), focus on founder transitions, and partnership-driven investment approach.
• Sterling Investment Partners: Sterling Investment Partners is a lower middle market private equity firm making control investments in founder-led businesses. It is directly comparable to Breakwater for similar investment criteria, sector overlap in consumer and services, and partnership-driven value creation model.
• Catalyst Capital Group: Catalyst Capital Group is a private equity firm focused on control investments in the lower middle market with flexibility across capital structures. It is directly comparable to Breakwater for similar fund scale, flexible capital approach (common and structured equity), and diversified sector mandate.
• Centre Partners: Centre Partners is a private equity firm focused on control buyouts and growth equity investments in lower middle market consumer and services businesses. It is directly comparable to Breakwater for similar investment size, sector focus on consumer and services, and partnership approach with founders.
• Mill Road Capital: Mill Road Capital is a private equity firm focused on control investments in the lower middle market, particularly consumer and retail businesses. It is directly comparable to Breakwater for similar fund size, control equity orientation, and portfolio overlap with consumer-facing branded businesses.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/BreakwaterFunds
• Facebookfacebook.com/breakwaterfunds
• LinkedInlinkedin.com/company/breakwater-funds

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

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

M&A2 records

Investments23 records

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

Frequently asked questions about Breakwater Investment Management