ADVISORY + VALUATION FOCUSED STRATEGY

To properly fund these investments for the long term we offer Private Equity Opportunities on a ‘deal by deal’ basis and a Public Equity Limited Partnership. In both cases, we take minority equity stakes in management teams executing on a product strategy that excites us and consistently reinvesting at attractive rates of return.

Outstanding Investments Across
Private and Public Equities

Private Equity Opportunities

We invest on a deal-by-deal basis giving investors the ability to choose which private businesses they invest in.

1

Commitment to Full Reinvestment of Operating Cash Flow

2

Demonstrated History of Effective ROIC Profiles

3

All-in Management Teams

4

Differentiated Product Strategy with Defensibility

5

Clear Operating Strategy with Predictable Financial Models

6

Attractive Return Skew
(Upside Potential vs. Downside Risk)

The Hallmarks of a Swingbridge Investment

Portfolio

Swingbridge Private Company Investments

As industry and stage agnostic investors, we have no strict guidelines on the types of private equity opportunities we'll consider. Our unique structure, including an 'Advisory First' approach to getting to know businesses, allows us to be very flexible with a variety of opportunities, which in turn, creates unique access to our investors.

Birthday Sparks

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PARTNERSHIPS

Partnership

Enhancing Strategic Relationships through CFO Advisory Services


Your organization can leverage the expertise Swingbridge offers to prepare referred companies for strategic growth, benefiting both the referral partner and the referred company.

Independent Sponsor

Enhancing Strategic Relationships through CFO Advisory Services


Your organization can leverage the expertise Swingbridge offers to prepare referred companies for strategic growth, benefiting both the referral partner and the referred company.


Read our summary of benefits to learn more:

Co-Sponsorship

Enhancing Strategic Relationships through CFO Advisory Services


Your organization can leverage the expertise Swingbridge offers to prepare referred companies for strategic growth, benefiting both the referral partner and the referred company.

Public Equity Limited Partnership

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We manage a Limited Partnership where we have discretion over how the capital is invested across the public markets.

meet Swingbridge

  • We see value in our audience, so they see the value in us.


  • We are Passionate about Learning and do it Constantly.


  • Diligencing Business Leaders for Long-Term Opportunity

Tom

Kerestes

Tom

Kerestes

  • We see value in our audience, so they see the value in us.


  • We are Passionate about Learning and do it Constantly.


  • Diligencing Business Leaders for Long-Term Opportunity
  • Cofounder/CEO of Swingbridge
  • Over a decade working in Capital Markets on Wall Street
  • Detail oriented with a desire to listen and learn everyday
  • Avid sports fan (especially Notre Dame football) who tries to coach his kids' sports teams whenever possible
  • Semi-competitive BBQ cooking enthusiast

Tom

Kerestes

Rob

Levy

  • Cofounder/CIO of Swingbridge
  • 20 years of equity investment training and counting
  • Personal Detail 1 - Exploration and Learning
  • Personal Detail 2 - Travel

Rob Levy

Tom Kerestes

David Guletz

Jason Dean

David Lozzio

Get in Touch

Whether you are an accredited investor looking to learn more about working together or a business owner looking for advisory services, we welcome the inquiry.

Contact Us


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