Overview

Bergen is a U.S.-based global institutional investor focusing on direct investments in high growth publicly-traded and private companies. Bergen is sector-agnostic but has a particular preference for investments in industries that have the potential for above-market medium term appreciation.

Bergen currently invests in small-cap publicly-traded companies outside of the United States, with a particular emphasis on ASX and AIM-listed companies.

Bergen also makes investments in private companies in a range of industries in the Anglosphere (the United States, Canada, the UK, Australia and New Zealand).

Bergen has been funding companies since 2011 and has made over 70 principal investments during that time, committing over US$410 million to investments. Companies within the Bergen group have offices in Boca Raton, Florida, as well as London and Sydney, with a total of eight professionals in the United States, the UK and Australia.

US$410M+
Committed to investments
since inception

70+

Investments since inception

Eight professionals

9

Years in business

Bergen portfolio companies have traded on six different stock exchanges

Three offices within the Bergen group

IPO

Four companies from Bergen’s private company investment portfolio have IPOed