First Haven Capital

Overview

First Haven Capital is a private investment firm based in New York City, focusing on non-control equity investments in leading lower middle market companies. The firm partners with private equity sponsors to identify and support growth opportunities, leveraging its extensive investment network and industry contacts to evaluate and enhance portfolio companies. As an affiliate of the Turtle Creek family office, First Haven maintains a flexible, patient capital base, enabling long-term investments and support for future growth needs. The firm's investment strategy emphasizes committed, patient capital with a long-term horizon, an experienced team capable of swift due diligence, and a flexible approach to terms and structure. First Haven's portfolio companies typically have revenues exceeding $20 million, EBITDA over $3 million, and are headquartered in North America. The firm focuses on industries such as industrial products/services, consumer goods, food, business services, technology, healthcare, and aerospace/defense. Investment transactions often involve enterprise values greater than $25 million, including leveraged buyouts and acquisition financing for sponsor-backed companies. First Haven's team comprises experienced private equity investors and fund allocators, committed to being responsive, resourceful, and insightful partners. The firm's approach is to be a reliable, value-added partner, bringing unique insights through its broad family office investment network, with capital available for follow-on investments. First Haven's mission is to pursue deal opportunities with top-flight sponsors that bring a tangible investment angle to their value creation strategy, aiming to be a safe harbor for investors and a constructive outlet for idea generation. The firm's name is inspired by the sheltered coves that are natural habitats for sea turtles, symbolizing its aspirations to be a safe harbor for investors and a first place sponsors look to when searching for a committed partner. The team includes Managing Partner Kevin Meyers, Managing Director Brinda Yohannan, CFO Kenneth Berkow, Analyst Harrison Kern, and Assistant Amy Aliazzo.

Investment Focus

• Revenue greater than $20 million
• EBITDA greater than $3 million
• Headquartered in North America
• Defensible market positions
• Stable, recurring revenues
• Strong cash flow conversion
• Experienced management teams