Next Horizon Capital

Next Horizon Capital

Next Horizon Capital operates from San Francisco, founded by Managing Partners Mathew Lori and Nick Cafferillo. Lori's prior experience includes roles as a Managing Director at New Mountain Capital and JPMorgan Partners, while Cafferillo previously served as Chief Data & Technology Officer at S&P Global and COO at S&P Global Market Intelligence. The firm positions itself as a growth-oriented private equity investor targeting the middle market, with a stated focus on Business Services, Technology, and Information sectors. The firm's investment strategy spans multiple asset classes, including enterprise software, data and analytics services, human capital management, and auto aftermarket services. Its methodology leans heavily on an Executive Partner model, with 22 independently contracted advisors — many of whom are current or former C-suite executives at firms like S&P Global, New Mountain Capital, IRI, and Aon — embedding directly with management teams to drive commercial transformations and post-merger integration. Confirmed industry experience extends into the auto aftermarket sector through affiliate Next Horizon Capital TireCo and executive roles tied to Greenbriar Equity Group. The core investment team operates alongside this expanded advisory bench. Vice President Ethan Jorasch and Director Eric Li support deal execution, drawing on backgrounds at JMP Securities, Jefferies, and Altamont Capital Partners. The broader advisory group claims expertise across marketing services and CPG markets through advisors like John G. Freeland, former CEO of IRI Worldwide, and Robert I. Tomei, former divisional president at IRI and Nielsen. No public records for recent fund closings, total assets under management, or exact headcount are available. The firm's structural differentiator is its outsized ratio of operating advisors to internal investment professionals. Rather than relying on a traditional internal operating group, Next Horizon retains independent contractors who hold active or recent C-suite roles across the industries the firm targets. This creates a flexible, project-based operating capability that can be scaled per deal, though it also means the principal-agent alignment rests heavily on the two named Managing Partners who anchor the firm.