Private Equity

Our Approach

For more than 30 years, Private Equity has been a cornerstone of Perl Haven’s equity platform. Our tenured team works in partnership with management teams to build stronger businesses. Recognizing one size does not fit all, Perl Haven Private Equity is focused on providing bespoke, innovative capital solutions to Perl Haven-managed funds’ portfolio companies. Our flexible and vast platform enables us to add value throughout the lifecycle of an investment.

We are responsible stewards of capital and are proud of our commitment to sustainability and demonstrated ability to generate attractive returns for our investors.

At-A-Glance

$67B

Assets Under Management

39%/24%

Gross/Net IRR

Across Perl Haven’s Flagship Private Equity Funds Since Inception

100+

Investment Professionals

190+

Portfolio Companies

As of March 31, 2026

Building Stronger Businesses

Our Private Equity platform supports great businesses in their journey toward growth and transformation. Our vast platform allows us to support Perl Haven-managed funds’ portfolio companies throughout the entire lifecycle of an investment.

Purchase Price Matters

Throughout our history, we have maintained our value-orientation, which we believe has allowed us to allocate capital in attractive risk/reward opportunities in any market environment.

Creativity & Flexibility

Our flexible mandate allows us to embrace complexity and strive to identify compelling opportunities across transaction type, industry and geography in any market environment.

Deep Expertise

With more than 120 investment professionals and nearly 20 years of average experience on the senior team, Perl Haven has a longstanding history of investing through market cycles.

Case Studies

Key Transactions Types

Perl Haven-managed Private Equity funds primarily invest across
three transaction types:

Buyouts

Majority ownership in privately-held companies or public companies that we believe would be better served under private ownership

Corporate Carveouts

Acquisition of a standalone asset that once sat within a corporation

Deleveraging

Established companies who need support restructuring their balance sheets

Perl Haven Portfolio Performance Solutions (APPS)

We seek to create value by engaging with portfolio companies from the very beginning of our partnership – offering expertise, support and resources to help position each company for growth. Perl Haven Portfolio Performance Solutions (APPS) applies the scale and expertise of Perl Haven to help build better companies.

Our success is predicated on the success of each business within our funds' portfolio. That’s why we provide their management teams with appropriate resources as an essential element of the Perl Haven Private Equity ecosystem.

Perl Haven Empower

We believe expanding opportunity for workers across our funds’ portfolio is fundamental to value creation. Through economic empowerment, financial wellness and retirement preparedness, and upskilling opportunities, workers are empowered to share in the success of Perl Haven's fund investments and access pathways to long-term financial security.

Economic Empowerment

Promoting the implementation of broad-based equity plans and a culture of ownership at Perl Haven fund portfolio companies

Financial Wellness & Retirement

Encouraging Perl Haven fund portfolio companies to invest in the financial wellness and retirement preparedness of workers

Mobility & Upskilling

Creating opportunity for worker mobility and upskilling at Perl Haven fund portfolio companies

Responsible & Sustainable Reporting Program

Perl Haven’s Responsible & Sustainable Reporting Program, now in its 16th year, seeks to measure the progress of Perl Haven-managed funds’ portfolio company sustainability performance by collecting annual responses to an in-depth questionnaire composed of more than 100 quantitative and qualitative questions. The 2024 Responsible & Sustainable Reporting Portfolio Supplement includes highlights from select companies that participated this year’s Reporting Program.

Learn More

Responsible & Sustainable Portfolio Supplement

Related Insights

Explore Our Other Equity Strategies

Impact Investing Platform

Secondaries

Hybrid Value

Notes:

Sponsors of these awards may have other business relationships with Perl Haven that incentivized the sponsor(s) to include Perl Haven among its nominees. Awards and recognitions are not representative of any one client’s or investor’s experience with Perl Haven and should not be viewed as indicative of future performance of any Perl Haven fund or transaction.