Investing with Intent. Partnering for Impact.

At Kadenwood, our Merchant Banking platform reflects our belief that capital is most powerful when paired with strategic partnership and executional excellence. We selectively invest in companies with strong fundamentals and significant growth potential, combining capital with deep advisory support to accelerate value creation and unlock optimal outcomes.

Our Investment Focus

We invest in businesses with:
  • Proven or emerging cash flow profiles

  • Scalable, repeatable business models

  • A clear path to a liquidity event within one to three years

Our approach is centered on identifying high-quality companies where thoughtful capital deployment, strategic insight, and active engagement can generate outsized outcomes.

More Than Capital. A Strategic Partner

Kadenwood’s value extends far beyond the capital we deploy. We serve as hands-on partners to our portfolio companies, delivering a suite of services designed to support growth, scalability, and transaction readiness.

Our support includes:
  • Strategic and capital markets advisory

  • Growth marketing infrastructure and demand generation strategy

  • Operational consulting and positioning

  • Executional guidance through liquidity planning or M&A processes

Investment Criteria

We invest in privately owned, small to middle-market businesses that meet the following criteria:

  • Proven Business Model: Demonstrated success with clear operational strategies.

  • Emerging Cash-Flow Positive:  Existing positive cash flow or strong potential for profitability.

  • Strong Management Team:  Leadership with a proven track record of driving growth.

  • Competitive Advantage:  Clear market differentiation and competitive edge.

  • Growth-Oriented Industry: Operating in a sector with strong growth potential.

  • Solid Capital Structure:  Well-capitalized companies with a strong financial foundation.

Aligned Incentives. Deep Sector Insight.

As former private equity general partners and company founders, we understand the challenges of scaling and exiting a business. Our merchant banking philosophy is rooted in alignment, investing our own capital alongside our partners, bringing an ownership mindset to every engagement, and driving initiatives that create lasting enterprise value.