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Advent Global Opportunities
Jordan Katz's Advent Global Opportunities uses a concentrated, PE-informed public-and-private strategy inside the $102B Advent International ecosystem.
Advent Global Opportunities
Advent Global Opportunities (AGO) is the dedicated public-and-private cross-over investment platform of Advent International, the global private equity firm founded in 1984. The group is led by Managing Director Jordan Katz, who describes the strategy as taking "a private equity approach to public markets." The platform draws on Advent's 40-year intellectual capital, its network of over 310 investment professionals, and a presence in 13 countries to source a concentrated portfolio of high-quality companies with long-term structural tailwinds. The portfolio bridges public equities and select private investments, with a strong bias toward small and mid-cap companies globally. AGO identifies durable investment themes spanning enterprise observability software, the aerospace aftermarket, and technology-enabled disruption of Latin American banking. Advent International's parent balance sheet has backed the strategy, along with major thematic commitments such as a pledge of up to $1 billion for next-generation defense technology — a move signalled by a March 2026 investment in Saronic (per Advent, March 2026). The portfolio includes exposure to companies that benefit from Advent's deep sub-sector specialization across business services, healthcare, industrial, and technology. Katz leads the team from Boston, supported by Managing Director Abhinav Sharman in London, Vice President Kahmil Shajihan in Boston, and Senior Associate Tommy de la Hunty in New York. While AGO does not disclose its assets under management or total deployment, it operates within Advent's $102B in firm-wide AUM as of December 2025 (per Advent, 2025). In May 2026, Advent announced Kereis and Santiane's plan to merge, creating a European omnichannel brokerage leader — an example of the ecosystem events that inform AGO's thematic research (per Advent, May 2026). AGO's structural differentiator is its operational reliance on Advent International's private equity ecosystem. Unlike a standalone public-markets fund, AGO harvests proprietary deal-flow and due-diligence insight from a private equity firm that employs 310-plus investment professionals and maintains physical offices from São Paulo to Shanghai. This architecture gives AGO what Katz calls "differentiated access to companies with hidden potential" — an information advantage most pure-play public managers cannot replicate.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Boston
Corporate office
Prudential Tower, 800 Boylston Street, Boston, MA 02199, United States
Additional offices
New York, NY · Palo Alto, CA · London, UK
Principals
Jordan Katz
Managing Director
Abhinav Sharman
Managing Director, London
Sector focus
Frequently asked questions
Who runs investment decisions at Advent Global Opportunities?
Managing Director Jordan Katz leads the strategy from Boston, supported by Managing Director Abhinav Sharman in London. Katz articulated the core philosophy in a published statement on the firm's website: "We take a private equity approach to public markets." The team includes Vice President Kahmil Shajihan and Senior Associate Tommy de la Hunty.
Is Advent Global Opportunities structured as a separate entity or part of Advent International?
AGO is an internal investment platform of Advent International, not a standalone firm. It operates as a global thematic portfolio under the Advent umbrella, using the parent company's intellectual capital, sector specialization, and global network. There is no indication it is a distinct registered entity; instead, it functions as one of Advent's three core fund strategies alongside the main buyout funds and Advent Tech.
Does Advent Global Opportunities invest in private companies or only public equities?
AGO invests in both public and select private companies. The strategy targets a concentrated portfolio of high-conviction positions with a multi-year investment horizon. The firm explicitly states it seeks high-quality assets with long-term structural tailwinds and durable competitive positions, regardless of whether the opportunity is listed.
What investment themes does AGO target?
Publicly disclosed themes include the aerospace aftermarket, technology-enabled disruption of Latin American banking, and enterprise observability software. The firm looks for sub-sectors where it can leverage Advent's deep in-house expertise to identify companies with pricing power and strengthening competitive positions.
How does AGO source deals differently from a traditional public-markets fund?
AGO uses Advent International's 310-plus investment professionals and 13-country office network to access management teams, conduct diligence, and track sectors. This private-equity sourcing model allows AGO to evaluate public companies with the same depth typically reserved for buyout targets, a capability Jordan Katz cites as the firm's primary advantage.
Does AGO co-invest alongside Advent's private equity buyout funds?
The firm does not publicly detail co-investment activity alongside Advent's GPE funds or Advent Tech. AGO's portfolio appears managed separately as a concentrated public-and-private strategy, though the thematic research is shared across the Advent ecosystem. Specific co-investor rights or parallel vehicle structures are not disclosed.
What is Advent Global Opportunities' AUM or deployment capacity?
AGO does not publish a standalone AUM figure. The parent entity, Advent International, managed $102B in total assets under management as of December 31, 2025 (per Advent, 2025). AGO's deployment bandwidth is not publicly disclosed, but the strategy benefits from Advent's substantial balance sheet and institutional co-investment vehicles.
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