Direct Investments

Broadstream is focused on making investments in the lower middle market and below - investing up to $10 million of equity in each opportunity. Our capital comes from both the Broadstream principal and partners with whom we have worked in the past.

Our investment philosophy is to be both flexible and opportunistic. We are not resistant to small buyouts, under-performers, turn-arounds, and complex situations. We are eager to acquire corporate divisions or subsidiaries that no longer fit the strategy of their corporate parent. Deals that appear difficult to get closed are the ones we are most eager to pursue.

Management partners will find us to be both a valuable resource and a good deal of fun to work with.

We are comfortable investing nationwide, but prefer opportunities in California.

We are able to move quickly in responding to and pursuing opportunities, and are not constrained by lengthy, bureaucratic approval processes.

Our investment opportunities arise as a result of relationships with intermediaries such as investment bankers, finders and business professionals or directly with entrepreneurs seeking capital or exit. Broadstream enjoys a uniquely broad set of relationships and continues to seek additional ones.