Berkley Capital

Berkley Capital is the private equity investment vehicle of W. R. Berkley Corporation, a Fortune 500 company that is listed on the New York Stock Exchange and is part of the S&P 500, with more than $6.7 billion in stockholders’ equity and $33.8 billion in total assets, as of December 31, 2022. Accessing a permanent and patient source of capital, Berkley Capital works closely with management to pursue middle market buyout and growth equity opportunities within the aerospace, financial services, business services and specialty manufacturing industries. Berkley Capital invests in middle market buyout and growth equity opportunities within the aerospace, business services, financial services, and specialty manufacturing industries. Investment Profile ▪ Buyout Platform Investments: EBITDA: $5 – $25 million Equity Investment: $10 – $75 million+ ▪ Growth Equity Investments: Revenue: $5 million+ Equity Investment: $5 million+ ▪ Majority or minority ownership ▪ Geography: North America ▪ Capacity to invest alongside an equity investment ▪ Flexible investment horizon Company Characteristics ▪ Leadership within industry sector or niche with demonstrated competitive advantage ▪ Experienced, growth-oriented management team ▪ Potential for 10%+ annual revenue growth ▪ Current or potential EBITDA margins in excess of 10%