Asset ManagerRIA · CRD 321649Exempt Reporting AdviserPrivate Fund Adviser

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Next Horizon Capital

Next Horizon Capital is a middle-market, growth-oriented private equity firm that focuses on investing in Business Services and Technology-enabled Services.

Next Horizon Capital

Next Horizon Capital is a middle-market, growth-oriented private equity firm that focuses on investing in Business Services and Technology-enabled Services. The firm partners with entrepreneurs and leadership teams to help transform their businesses and reach their next horizon. Its Transformation Approach is designed to help leadership teams drive strategic, operating, and financial performance to build more valuable businesses.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

San Francisco

Corporate office

San Francisco, CA, United States

Principals

Mathew Lori

CEO, Managing Partner

Nick Cafferillo

Managing Partner

Sector focus

Enterprise SoftwareInformation ServicesBusiness ServicesHuman Capital ManagementMarketing Services & TechnologyAuto Aftermarket ServicesCommercial & Residential ServicesEducation

Frequently asked questions

Who runs investment decisions at Next Horizon Capital?

The firm is led by CEO and Managing Partner Mathew Lori, formerly of New Mountain Capital and JPMorgan Partners, alongside Managing Partner Nick Cafferillo, who previously served as Chief Data & Technology Officer at S&P Global. Day-to-day investment decisions flow through this two-partner core, supported by Vice President Ethan Jorasch and Director Eric Li. There is no investment committee listed separately.

How does Next Horizon Capital use its Executive Partners?

The 22 Executive Partners are independent contractors, not employees, who provide strategic advice directly to the firm and its portfolio companies. Their roles range from post-merger integration and commercial transformation to data architecture and procurement. This model allows Next Horizon to deploy specialized operational talent on a per-deal basis without maintaining a large internal operating group.

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