About
BOOKEND invests in quality companies with the potential for enduring success.
Our investment team has a unique combination of private equity, financial due diligence and CEO experience. We have had substantial historical success as investors, M&A advisors and operators. We now invest our own capital alongside our limited partners. We make strategic investments in middle market companies with revenues between $20 million and $300 million, and EBITDAs between $5 million and $30 million. We back an experienced CEO and CFO in each transaction. We favor growth and profitability. We work closely with our companies to build value. In certain cases, we make add-on acquisitions. We bring patience and discipline to every investment.
Investment Strategy
We invest in branded product and service companies in consumer and industrial markets. Sectors of interest include food and beverage, personal care, household products, home repair, building products, and auto accessories. We back companies as they expand their distribution, recruit talent, launch new products and upgrade their systems. Given our long-term investment horizon, we support investments in innovation and new markets. We often work with alumni managers from our prior portfolio companies, and welcome new relationships with CEOs who share our vision and commitment to excellence.
Team
Alexander S. Panos
Managing Partner
Andrew Masi
Partner
Russell D. Anweiler
Partner / Chief Financial Officer / Chief Compliance Officer
Kevin Woodland
Analyst
J. Gary Shansby
Senior Advisor
Team
Alexander S. Panos
Managing Partner
Andrew Masi
Partner
Russell D. Anweiler
Partner / Chief Financial Officer / Chief Compliance Officer
Kevin Woodland
Analyst
J. Gary Shansby
Senior Advisor
Karl-Heinz Pitsch
Operating Partner
Contact
We encourage you to contact us to have a private conversation about potential collaboration. We work closely with M&A advisors and are always building a roster of management talent for new and existing investments. Please complete the fields below or contact our office to speak to any member of our team.
Limited Partner Access
Disclosures
No Offers or Reliance
The information on this website is provided for informational purposes only. No content or other material on the site shall be used or considered as an offer to sell or a solicitation of any offer to buy the securities or services of Bookend Capital Partners LLC (“Bookend”) or any other issuer. Offers can only be made where lawful under, and in compliance with, applicable law.
Bookend makes no representations that transactions, products or services discussed on the Site are available or appropriate for sale or use in all jurisdictions or by all investors. Those who access the site do so at their own initiative and are responsible for compliance with local laws or regulations.
While Bookend uses reasonable efforts to obtain information from reliable sources, Bookend makes no representations or warranties as to the accuracy, reliability or completeness of any information or document at the site obtained outside of Bookend. Certain information on the site may contain forward-looking statements, which are subject to risks and uncertainties and speak only as of the date on which they are made. The words “believe”, “expect”, “anticipate”, “optimistic”, “intend”, “aim”, “will” or similar expressions are intended to identify forward-looking statements. Bookend undertakes no obligation to update publicly or revise any information herein, whether as a result of new information, future developments or otherwise. Opinions and any other contents at the site are subject to change without notice.
Bookend is an exempt reporting adviser. Bookend is not utilizing the site to provide investment or other advice, and no information or material on the site is to be deemed a recommendation to buy or sell any securities or is to be relied upon for the purpose of making or communicating investment or other decisions. In addition, no information, content or other materials contained on the site should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities. Any transactions listed on the site are included as representative transactions and are not necessarily reflective of overall performance. Information about investing in Bookend funds is only available in the form of private placement memoranda and other offering documents. These documents contain information to help investors evaluate Bookend funds’ investment objectives, risks, charges and expenses, among other factors, before considering an investment.
Prior Experience
The companies described in the bio of each member of the “Team” are companies that the member of management of Bookend worked with prior to starting Bookend. These companies are displayed for illustrative purposes to describe the background of Bookend’s management. Bookend is not making a statement on the performance of these investments and is not claiming the performance track record of these investments.