Sheridan Capital Partners

Sheridan CP LP is a financial advisor firm established in 2018 and located in Chicago, Illinois. The firm specializes in providing investment advisory services to private pooled investment vehicles, focusing on lower middle-market healthcare businesses in the United States and Canada. Sheridan manages private equity funds, including Sheridan Capital Partners Fund II, LP and Sheridan Capital Partners Fund III, LP. The firm's investment strategy involves making control-oriented investments in healthcare companies, seeking to grow EBITDA and cash flow through strategic and operational initiatives. Sheridan charges a 2% annual management fee based on the aggregate commitments of the funds, with expenses related to the funds paid separately. The minimum initial investment in the funds is generally $5 million, with discretionary investment management provided to clients. The firm acts as a fiduciary and has investment discretion over client accounts. Sheridan has not been subject to any material legal or disciplinary events, and it complies with the Custody Rule by subjecting the funds to an annual audit. The firm has a written code of ethics in place, ensuring that employees act in clients' best interests and adhere to all applicable laws and regulations. Sheridan does not engage in soft dollar arrangements and does not permit clients to direct brokerage to specific brokers. The firm receives compensation from portfolio companies for business services provided, and it has a solicitation arrangement with a third party for client referrals. Sheridan has discretion to manage investments and follows a voting policy for client securities when applicable.