Asset ManagerRIA · CRD 174032SEC-Registered

Updated:

Lloyd Park

Lloyd Park is a Wilmette-based permanent-capital holding company led by Matthew Siddons, acquiring lower-middle-market businesses without fund timelines.

Lloyd Park

Lloyd Park is an SEC-registered investment adviser since 2017. It manages approximately $168 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

General information

Firm type

Generalist

Year founded

2017

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Wilmette

Corporate office

Wilmette, IL, United States

Principals

Matthew Siddons

Managing Partner & Chief Investment Officer

Sector focus

ConsumerIndustrial TechHealthcare ServicesFinancial ServicesReal Estate

Frequently asked questions

Who runs investment decisions at Lloyd Park?

Matthew Siddons, Managing Partner and CIO, leads all sourcing, underwriting, and portfolio governance. The firm does not maintain a traditional investment committee staffed by external non-executive members. Operating partners and portfolio company CEOs report directly to Siddons, concentrating capital-allocation authority in a single decision-maker.

Is Lloyd Park a family office or a private equity fund?

The firm is structured as a permanent-capital holding company and does not raise blind-pool funds or manage third-party LP capital. Its indefinite-hold mandate and principal-funded balance sheet give it a profile closer to a single-family office than to a conventional private-equity manager, though Lloyd Park does not publicly identify with either label.

What investment stages does Lloyd Park target?

The firm acquires control positions in mature, profitable businesses with enterprise values typically between $10 million and $75 million. It does not invest in startups, growth-stage companies, or distressed turnarounds. Transactions are funded entirely from the firm's own balance sheet.

Which sectors does Lloyd Park explicitly avoid?

Lloyd Park has not published formal exclusion criteria. Based on completed acquisitions — home care (Freedom Home Care) and specialty lending (Braeside Capital) — the firm gravitates toward regulated or recurring-revenue services and avoids sectors with rapid technological obsolescence, such as consumer hardware or ad-tech.

How does Lloyd Park source deals?

The firm relies on a proprietary origination network of regional intermediaries, attorneys, and accountants across the Midwest. There is no indication of a public auction-process strategy. Completed transactions suggest the firm prefers negotiated, off-market acquisitions with founder-operators seeking a permanent steward.

Does Lloyd Park co-invest alongside external general partners?

No co-investment or syndicated equity structures have been publicly disclosed. The balance-sheet funding model eliminates the need for co-investor consents or side-by-side LP participation. The firm's holding-company structure allows it to act as the sole equity sponsor on every transaction.

What is the firm's posture on management succession at portfolio companies?

Lloyd Park installs professionalized leadership when founders transition out. In 2023, the firm named Chris Moe as CEO of Freedom Home Care to replace the company's retiring founder. This pattern suggests a playbook of locating experienced operators post-acquisition rather than retaining every founding team indefinitely.

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