Our Approach

Our approach makes us different.
We believe our results make us stand out.

We make investments in North American small and middle market buyout funds and equity co-investments. Having each spent most of their careers in this space, our senior investment team has extensive experience and a deep network of relationships.

Fundamental to our investment philosophy is the combination of fund investments and equity co-investments. We believe augmenting fund investing with co-investing enhances our investment decisions and results.

How We Invests

GEAX leverages a
research-focused and
relationship-driven approach

We seek to deploy rigorous and disciplined investment sourcing and selection, intentional portfolio construction, and prudent risk management, with an emphasis on long-term investing. We do this through a combination of fund investing and direct equity co-investing alongside the sponsors we back.

Strategy 1

We’re experienced and
accomplished fund investors

We've built enduring relationships with established and emerging managers over decades in our market. Because we have maintained a singular focus on North American small and middle market private equity, we have developed deep expertise across strategies, sectors, and market cycles. We believe this approach helps us to identify the managers whose strategies, resources, and philosophies can deliver outperformance.

$3.1B
Committed to Fund investments
70+
Unique sponsor relationships
680
Fully realized underlying fund positions
Strategy 2

We take a partnership
approach to co-investing

We take a targeted approach of exclusively co-investing alongside managers to whom we've made a primary fund commitment. We believe this approach drives inherently higher quality deal flow from pre-vetted sponsors with whom we often hold deep, longstanding relationships and who have a demonstrated track record of success with other similar investments.

Our team has worked to establish a reputation as a reliable and active co-investment partner, able to conduct due diligence quickly and add value at the Board level where possible.

$1.5B
Committed to Co‑Investments
125+
Executed Co‑Investments
55+
Unique Co‑Investment Sponsors
Strategy 3

Investment Offerings

The GEAX platform encompasses three complementary strategies that are engineered to form a natural continuum and share a common focus on North American leveraged buyouts.

Narrow Gate Series

NORTH AMERICAN SMALL MARKET BUYOUTS

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Pacific Street Series

NORTH AMERICAN LOWER MIDDLE MARKET BUYOUTS

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Titan Series

NORTH AMERICAN MIDDLE MARKET BUYOUTS

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Responsible Investing

At GEAX, we seek to be a responsible and thoughtful investor and strive to maintain high ethical standards. We not only apply this philosophy to how we operate but also to the sponsors and management teams with which we form partnerships – because it is important to GEAX, and because it is important to GEAX's partners.

Operational Excellence

RISK MANAGEMENT

Risk management is fully integrated into our investment process. We apply a disciplined approach to diversification, balancing risk across strategies, sectors, time, geographies and environmental, social and governance factors while never compromising on manager or investment quality.

COMPLIANCE

While we have a dedicated Chief Compliance Officer, it is the responsibility of every professional at GEAX to monitor and enforce compliance best practices. We hold regular compliance trainings to ensure all employees are educated on applicable laws and regulations. In doing so, we take a team approach to protecting GEAX’s own reputation and brand image in order to act as the guardian of our partners’ best interests.

OPERATIONS

We believe that efficient operations, delivered within an environment of control and transparency, are a critical part of the investment process. That is why we choose to manage these activities in-house – accounting, cash management, financial reporting, legal and regulatory compliance, portfolio analysis, and tax – in an effort to maintain the integrity and timeliness of our back-office operations.