A stable source of capital for companies

• Funding at a reasonable cost.
• Bergen has a stable pool of capital to deploy in investments with longer-term investment horizons.
• In making its investment decisions, Bergen prides itself on having the foresight and the patience not to be swayed by short-term fluctuations in the investment environment.
• The Bergen group of companies is comprised of a stable and effective nine-person investment and operations team in the United States, the UK and Australia, with backgrounds in law, investment management and investment operations.

Versatile and creative funding

• Bergen provides financing for working capital needs, growth, acquisitions and a variety of special situations, all as a principal investor.
• We work closely with management teams to make investments that seek to align the interests of all stakeholders.
• Bergen’s investments are tailored to each unique situation, including equity and convertible securities.
• Our check sizes range from hundreds of thousands of dollars to high double-digit millions of dollars, per investment.