Navaid Equity Partners

Scott W. Edwards, Co-Founder and Managing Partner, leads the firm's investment decisions. Co-Founder Michael Kalb is listed as 'In Memoriam' on the firm's website, leaving Edwards as the sole named senior investment authority. He previously served as a Managing Director at Sun Capital Partners, where he led transactions in industrials, packaging, and food and beverage.

The firm targets buyouts, complex situations, divestitures, growth equity, spin-offs, and succession-driven deals. Navaid looks for companies where operational or financial disruptions have created a pricing opportunity, then applies strategic planning, debt restructuring, and add-on acquisition support. This is a continuation of the special-situations approach the founders practiced at Sun Capital Partners.

Both founders spent significant portions of their careers at Sun Capital Partners, a $13 billion private equity firm. Michael Kalb ran Sun's European business for 10 years and led or co-led more than 60 transactions worth over $6 billion. Scott Edwards served as a Managing Director there and later led investor relations, raising over $4.5 billion. Earlier, Edwards worked at Henderson Private Capital, GE Equity, and Advent International; Kalb began his career at Lazard Middle Market.

No, Navaid Equity Partners has not publicly disclosed its current assets under management. The founders' previous transaction volumes and prior firm sizes are known, but the firm's own AUM remains undisclosed.

Navaid's prior transactions, drawn from the founders' careers, span industrials, packaging, and food and beverage. The firm's website does not restrict its mandate to a specific sector list. Geographically, the founders have completed deals in the US, Europe, and internationally, though Navaid operates from a single office in Fort Lauderdale, Florida.

The firm's deal-sourcing approach is not detailed publicly, but the founders' 50 combined years of transaction experience and Sun Capital networks suggest an origination model built on long-standing executive, intermediary, and corporate relationships rather than an auction-driven process. The firm's description emphasizes stepping into disruptions, which often requires sourcing directly from corporate parents, founders, or stressed situations before broad processes launch.

No, Navaid Equity Partners is structured as a private equity asset manager, not a family office. Its website presents the firm as a traditional private equity partnership investing third-party capital, consistent with its partners' previous roles at institutional firms.