Investor in Lower Middle Markets Companies

BrightWater Partners

BrightWater Partners provides principal investing, transaction advisory and capital raising services to lower middle markets companies in the special manufacturing, aerospace/defense, and specialty distribution market segments.

Principal Investing

By partnering with management and investing its own capital, BrightWater Partners is unique in its ability to provide all layers of the capital structure in a transaction, from senior and mezzanine debt to control equity.

Advisory Services

Led by experienced investment bankers with a combined 20 plus years of Wall Street experience, BrightWater Partners brings deep transaction experience, including a financing and advisory skill set that is rarely available to companies in the lower-middle market.

Capital Raising

BrightWater Partners works with each management team to design a customized capital structure that meets the unique needs of the company and allows it to achieve its growth objectives.

BrightWater Partners Value Proposition

Selling Shareholders and Management Teams

  • BrightWater Partners ability to provide all layers of the capital structure for each specific portfolio investment offers a certainty of close that is unmatched in today’s capital constrained environment
  • We also provide the strategic advice, management resources and on-going capital required to achieve a company’s growth objectives

Advisory Clients

  • We offer a full complement of sophisticated investment banking services including M&A and capital raising, specifically tailored to meet the unique needs of lower middle market companies


  • Our principal investments provide an outstanding balance of risk versus return
  • We structure investments to maximize capital preservation and provide both an attractive current return and significant long-term gain