Beekman Investment Advisors

Beekman Investment Advisors, LLC is a private equity firm established on July 1, 2004, specializing in bringing financial and operational resources to lower middle-market companies. The firm advises four private equity funds, focusing on industry sectors such as Healthcare, Consumer, and Business and Industrial Services. Beekman manages each fund according to the objectives outlined in the respective Private Placement Memorandum (PPM) and makes all investment decisions on behalf of the funds. The firm primarily targets private companies with revenues ranging from $15 million to $100 million and EBITDA of $2 million to $15 million. Beekman has approximately $1 billion in discretionary assets under management as of December 31, 2024. The firm charges a management fee of 2% per annum of the aggregate commitments of limited partners, with a minimum investment requirement of $5 million. Beekman may waive or reduce fees at its discretion. Additionally, the firm may receive performance-based fees based on total distributions of the funds. Beekman's investment process involves developing investment theses, conducting disciplined screening processes, due diligence, and structuring investments. The firm's Investment Committee, led by John G. Troiano, along with Industry Advisors, sources and evaluates investment opportunities. Beekman emphasizes risk factors and the potential for loss, stating that investments are speculative and designed for sophisticated individuals able to bear high risk.