Middle Market Investments at New 2nd Capital

An accountancy alumna of Bentley University, Kate Merli functions as the chief financial officer at New 2nd Capital in New York City. Kate Merli and the rest of the New 2nd Capital executive team focus their efforts on middle market investment opportunities, which are traditionally facilitated through secondary tactics.

New 2nd Capital has succeeded, in part, thanks to a consistent focus on buyout and growth opportunities with a variety of middle market businesses throughout North America. By focusing in this area, the company is consistently poised to take advantage of a depth of attractive investment options, as well as unique situations.

The average middle market profile at New 2nd Capital includes annual transactions between $10 million and $150 million combined with enterprise values as high as $250 million. Though the investment team adheres to this investment model at all times, specific middle market companies may be found in any industry. Similarly, the company is equipped to take advantage of numerous investment scenarios, such as those leading to buyouts, growth capital opportunities, and infrastructure investments. New 2nd Capital is also experienced in dealing with special situations, including spinouts and acquisitions of cornerstone positions and co-investment portfolios.